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Sundaram Mid Cap Fund(IDCW)

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Sundaram Mid Cap Fund(IDCW)

IDCW
65.190.45% (-0.29)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

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Opinions and Fund Reviews

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BWHL #Ep25: Debt Fund Factsheet: 5 key details you need to check. How to check #creditrisk

2 years ago•B Wealthy

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Value Research Helpline Q&A on 20th February 2021 at 4 pm

3 years ago•Value Research

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Are ICICI Prudential Equity & Debt Fund and Sundaram Mid Cap Fund good performers?

4 years ago•Value Research

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SIPs are risky even after 10 years of investing! (lessons from my SIP)

4 years ago•freefincal - Prudent DIY Investing

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Sundaram Mid cap Fund (select mid cap) Review: A consistent performer

5 years ago•freefincal - Prudent DIY Investing

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Sundaram Mid Cap Fund - Mutual Fund Review | Top Mid Cap Mutual Funds 2018

5 years ago•Yadnya Investment Academy