How to check the XIRR of Sundaram Mid Cap Fund Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Mid Cap Fund Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Sundaram Mid Cap Fund Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Mid Cap Fund Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

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

Fund6.41%

Cat. Avg.5.01%

Fund6.31%

Cat. Avg.3.52%

Fund20.74%

Cat. Avg.18.25%

Fund17.68%

Cat. Avg.15.69%

10Y

Fund14.83%

Cat. Avg.15.17%

Fund15.67%

Cat. Avg.16.21%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Cummins India Ltd	Equity	Listed	Large Cap	Industrial Products	481.51	4.05%
2	GE Vernova T and D India Ltd	Equity	Listed	Mid Cap	Electrical Equipment	409.55	3.44%
3	Mahindra & Mahindra Financial Services Ltd	Equity	Listed	Mid Cap	Finance	328.97	2.76%
4	Coromandel International Ltd	Equity	Listed	Mid Cap	Fertilizers & Agrochemicals	313.59	2.64%
5	The Federal Bank Ltd	Equity	Listed	Mid Cap	Banks	269.77	2.27%
6	Sundaram Liquid Fund - Direct Growth*	Mutual Fund	Mutual Fund Units		Mutual Fund Units	256.46	2.16%
7	BSE Ltd	Equity	Listed	Mid Cap	Capital Markets	253.64	2.13%
8	Kalyan Jewellers India Ltd	Equity	Listed	Mid Cap	Consumer Durables	253.20	2.13%
9	Marico Ltd	Equity	Listed	Mid Cap	Agricultural Food & Other Products	249.92	2.10%
10	Lupin Ltd	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	249.92	2.10%

Similar Funds

UTI BSE Sensex ETF

UTI Mutual Fund

Expense Ratio: 0.05

NAV / Fund Size

₹860.08₹55,126.55 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Fund Details

UTI BSE Sensex ETF

NAV / Fund Size₹860.08₹55,126.55 Cr

Other ETFsVery High RiskOther

-4.02%

-0.75%

5.95%

9.52%

11.83%

Aditya Birla Sun Life Small Cap Fund - Growth

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.89

NAV / Fund Size

₹96.07₹4,983.27 Cr

Incep: 09-04-2007

Small Cap FundVery High RiskEquity

8.31%

5.08%

15.74%

12.89%

12.47%

Fund Details

Aditya Birla Sun Life Small Cap Fund - Growth

NAV / Fund Size₹96.07₹4,983.27 Cr

Small Cap FundVery High RiskEquity

8.31%

5.08%

15.74%

12.89%

12.47%

Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)

Sundaram Mutual Fund

Expense Ratio: 2.17

NAV / Fund Size

₹91.92₹1,585.56 Cr

Incep: 20-03-2006

Sectoral/ ThematicVery High RiskEquity

-5.64%

-1.04%

9.22%

11.14%

11.66%

Fund Details

Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)

NAV / Fund Size₹91.92₹1,585.56 Cr

Sectoral/ ThematicVery High RiskEquity

-5.64%

-1.04%

9.22%

11.14%

11.66%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63461	+5.8%	+12.2%
2Y	07 Aug, 24	1.20 L.	1.31 L.	+9.3%	+9.4%
3Y	07 Aug, 23	1.80 L.	2.17 L.	+20.6%	+13.0%
5Y	09 Aug, 21	3 L.	4.65 L.	+55.1%	+18.0%
10Y	08 Aug, 16	6 L.	14.34 L.	+139.0%	+16.8%
SI	07 Apr, 06	12.20 L.	84.39 L.	+591.7%	+16.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.06 L.	+6.4%	+6.4%
2Y	18 Jul, 24	1 L.	1.14 L.	+13.8%	+6.7%
3Y	17 Jul, 23	1 L.	1.76 L.	+76.0%	+20.7%
5Y	19 Jul, 21	1 L.	2.27 L.	+127.0%	+17.8%
10Y	18 Jul, 16	1 L.	3.99 L.	+299.3%	+14.9%
SI	03 Apr, 06	1 L.	19.20 L.	+1819.9%	+15.7%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.