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Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

(Erstwhile Sundaram Select Midcap-Dividend)

Category: Equity: Mid Cap
Launch Date: 30-07-2002
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.74% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,133.51 Cr As on (31-03-2025)
Turn over: 40
NAV (₹): 63.5112
₹ 0.15 ( 0.2316%)
as on 29-04-2025
CAGR Since Inception - 22.37%
NIFTY Midcap 150 TRI - 17.45%

Fund Managers

Bharath S., Ratish Varier


Investment Objective

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 11.01 21.79 28.62 14.19 22.37
NIFTY MIDCAP 150 TRI 6.71 22.12 32.63 18.0 17.45
Equity: Mid Cap 7.42 19.35 29.02 15.57 17.88

RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 13.35 1.37 1.05 0.9 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram MidCap Reg IDCW 30-07-2002 11.01 30.82 21.79 28.62 14.19
Invesco India MidCap Gr 19-04-2007 18.11 32.73 23.44 29.71 16.83
Edelweiss MidCap Reg Gr 26-12-2007 15.71 32.63 23.4 32.7 17.61
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 14.46 35.73 26.89 36.39 17.67
Franklin India Prima Fund Gr 01-12-1993 13.2 30.21 21.81 27.78 14.91
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 11.85 31.44 0.0 0.0 0.0
Sundaram MidCap Gr 01-07-2002 11.59 31.49 22.4 29.22 14.86
Nippon India Growth Fund Gr Gr 05-10-1995 11.48 33.15 23.77 33.37 17.4
Kotak Emerging Equity Sch Gr 30-03-2007 10.98 25.68 18.66 29.86 17.01
HDFC Mid-Cap Opportunities Gr 25-06-2007 9.72 30.87 24.64 32.71 17.31

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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