Sundaram Mid Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.72
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 24-06-2002
Exit Load: Nil
Fund Size:₹13,342.03 Cr
Performance
1Y
Fund-0.38%
Cat. Avg.5.82%
2Y
Fund-0.99%
Cat. Avg.3.87%
3Y
Fund12.57%
Cat. Avg.18.66%
5Y
Fund11.11%
Cat. Avg.15.93%
10Y
Fund7.29%
Cat. Avg.15.23%
SI
Fund6.06%
Cat. Avg.16.39%
Fund Facts
Beta
0.9
Std Dev
15.10%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Cummins India Ltd | 481.51 | 4.05% |
| 2 | GE Vernova T and D India Ltd | 409.55 | 3.44% |
| 3 | Mahindra & Mahindra Financial Services Ltd | 328.97 | 2.76% |
| 4 | Coromandel International Ltd | 313.59 | 2.64% |
| 5 | The Federal Bank Ltd | 269.77 | 2.27% |
| 6 | Sundaram Liquid Fund - Direct Growth* | 256.46 | 2.16% |
| 7 | BSE Ltd | 253.64 | 2.13% |
| 8 | Kalyan Jewellers India Ltd | 253.20 | 2.13% |
| 9 | Marico Ltd | 249.92 | 2.10% |
| 10 | Lupin Ltd | 249.92 | 2.10% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63623 | +6.0% | +12.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.26 L. | +4.9% | +4.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.99 L. | +10.4% | +6.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.89 L. | +29.8% | +10.6% |
| 10Y | 08 Aug, 16 | 6 L. | 9.95 L. | +65.8% | +9.9% |
| SI | 07 Apr, 06 | 12.20 L. | 33.11 L. | +171.4% | +9.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99617 | -0.4% | -0.4% |
| 2Y | 16 Jul, 24 | 1 L. | 98030 | -2.0% | -1.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.42 L. | +41.9% | +12.4% |
| 5Y | 16 Jul, 21 | 1 L. | 1.69 L. | +69.3% | +11.1% |
| 10Y | 18 Jul, 16 | 1 L. | 2.06 L. | +105.9% | +7.5% |
| SI | 03 Apr, 06 | 1 L. | 3.30 L. | +229.9% | +6.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.