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-7.42%
Cat. Avg.0.39%
2Y
Fund-7.32%
Cat. Avg.-0.79%
3Y
Fund4.58%
Cat. Avg.13.45%
5Y
Fund5.70%
Cat. Avg.11.79%
10Y
Fund4.81%
Cat. Avg.13.69%
SI
Fund5.31%
Cat. Avg.14.98%
Fund Facts
No available Data
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
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Cummins India Ltd | 424.46 | 3.03% |
| 2 | GE Vernova T and D India Ltd | 407.88 | 2.91% |
| 3 | Mahindra & Mahindra Financial Services Ltd | 369.49 | 2.63% |
| 4 | TREPS | 366.92 | 2.62% |
| 5 | BSE Ltd | 365.36 | 2.60% |
| 6 | The Federal Bank Ltd | 361.81 | 2.58% |
| 7 | Coromandel International Ltd | 343.69 | 2.45% |
| 8 | Suzlon Energy Ltd | 340.00 | 2.42% |
| 9 | IDFC First Bank Ltd | 304.28 | 2.17% |
| 10 | Max Financial Services Ltd | 285.91 | 2.04% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 55899 | -6.8% | -13.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.6% | -6.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -5.0% | -3.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.35 L. | +11.6% | +4.5% |
| 10Y | 07 Nov, 16 | 6 L. | 8.63 L. | +43.8% | +7.1% |
| SI | 07 Apr, 06 | 12.35 L. | 29.21 L. | +136.5% | +7.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 92579 | -7.4% | -7.4% |
| 2Y | 16 Oct, 24 | 1 L. | 85893 | -14.1% | -7.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.14 L. | +14.4% | +4.6% |
| 5Y | 18 Oct, 21 | 1 L. | 1.31 L. | +30.7% | +5.5% |
| 10Y | 17 Oct, 16 | 1 L. | 1.63 L. | +63.4% | +5.0% |
| SI | 03 Apr, 06 | 1 L. | 2.90 L. | +189.6% | +5.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.