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
Fund0.31%
Cat. Avg.5.01%
2Y
Fund0.43%
Cat. Avg.3.52%
3Y
Fund12.18%
Cat. Avg.18.25%
5Y
Fund11.57%
Cat. Avg.15.69%
10Y
Fund7.42%
Cat. Avg.15.17%
SI
Fund6.06%
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 | 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 Aug, 25 | 60000 | 63720 | +6.2% | +12.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.26 L. | +5.0% | +5.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.99 L. | +10.6% | +6.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.90 L. | +30.0% | +10.6% |
| 10Y | 08 Aug, 16 | 6 L. | 9.97 L. | +66.1% | +9.9% |
| SI | 07 Apr, 06 | 12.20 L. | 33.16 L. | +171.8% | +9.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 99816 | -0.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 99730 | -0.3% | -0.1% |
| 3Y | 20 Jul, 23 | 1 L. | 1.41 L. | +41.2% | +12.2% |
| 5Y | 20 Jul, 21 | 1 L. | 1.73 L. | +72.9% | +11.6% |
| 10Y | 20 Jul, 16 | 1 L. | 2.05 L. | +104.6% | +7.4% |
| SI | 03 Apr, 06 | 1 L. | 3.30 L. | +230.4% | +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.