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: 1.75% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,345.38 Cr As on ( 30-05-2025) |
| Turn over: 40 |
NAV (₹):
67.304
₹ -0.23 ( -0.3419%)
as on
13-06-2025
CAGR
Since Inception -
22.55%
NIFTY Midcap 150 TRI -
17.77%
Fund Managers
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap
PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Scheme Performance (%) Data as on - 13-06-2025
| 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) | 7.53 | 28.69 | 28.98 | 14.93 | 22.55 |
| NIFTY MIDCAP 150 TRI | 6.43 | 28.23 | 32.7 | 19.1 | 17.77 |
| Equity: Mid Cap | 4.68 | 26.33 | 29.33 | 16.45 | 18.82 |
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 | 7.53 | 29.85 | 28.69 | 28.98 | 14.93 |
| Invesco India MidCap Gr | 19-04-2007 | 16.43 | 33.13 | 31.45 | 30.47 | 17.93 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 12.12 | 30.05 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 12.12 | 31.8 | 30.87 | 33.56 | 18.44 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 10.77 | 32.18 | 35.19 | 36.55 | 17.99 |
| Sundaram MidCap Gr | 01-07-2002 | 8.1 | 30.51 | 29.33 | 29.59 | 15.6 |
| HDFC Mid-Cap Opportunities Gr | 25-06-2007 | 7.3 | 28.21 | 31.8 | 33.12 | 18.05 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 7.23 | 30.79 | 30.16 | 33.36 | 18.29 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 6.97 | 25.21 | 0.0 | 0.0 | 0.0 |
| Franklin India Prima Fund Gr | 01-12-1993 | 6.84 | 27.94 | 28.84 | 27.66 | 15.6 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Portfolio as on