Good afternoon :)
Add to Watchlist
Share
Home
Portfolio
Search
GoldGold
More

Sundaram Mid Cap Fund(IDCW)

IDCW
76.560.35% (+0.27)

How to use scorecard? Learn more

Sundaram Mid Cap Fund(IDCW)

IDCW
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 12,350 Cr
Very High RiskPrinciple investment will be at very high risk
76.560.35% (+0.27)

Price Chart

High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 12,350 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9158.861.97
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2958.861.72

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund

Returns

Scheme

Ratios

Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Mid Cap Fund(IDCW)30.49%18.49%12.07%
HDFC Mid-Cap Opportunities Fund(IDCW)26.40%20.89%14.56%
Kotak Emerging Equity Fund(IDCW-Payout)41.36%25.77%17.98%
Nippon India Growth Fund(IDCW)29.71%22.86%11.70%

Price Comparison

Compare Sundaram Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Sundaram Mid Cap Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Mutual FundsCash & EquivalentsEquity0.42%5.14%94.45%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+33 moreSpecialized FinanceMiscellaneousAuto PartsIT Services & ConsultingPharmaceuticals70.99 %5.30 %5.40 %5.42 %6.01 %6.89 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 246.85%7.08%7.80%7.25%7.15%6.89%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : -0.11 %

    Holdings

    3.75 %

    -0.11 %
  • Cummins India Ltd
    CUMMINSIND
    3M change : -0.49 %

    Holdings

    3.34 %

    -0.49 %
  • Federal Bank Ltd
    FEDERALBNK
    3M change : 0.07 %

    Holdings

    3.30 %

    0.07 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,032.81 Cr.

Fund Manager Profile

S. Bharath

AUM:  ₹38,192.69 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Ratish Varier

AUM:  ₹20,103.76 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.