Mutual Fund Details

Sundaram Mid Cap Fund Direct-IDCW Reinvestment

Name: Sundaram Mid Cap Fund Direct-IDCW Reinvestment
Brand: Sundaram Mutual Fund

Equity Mid Cap

NAV

₹71.3190

as on 13 Nov 2024, 11:43 PM

₹-1.7678(2.42%)

Last Change

Scheme Ratings

rated by Value Research

Mid Cap

Rankings based on | as on Invalid date

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,76,098

₹1,80,753

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹80,753

Profit (absolute return)

80.75%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

0.57%

In the last 6 months

14.37%

In the last 1 year

39.38%

In the last 3 years

80.75%

In the last 5 years

204.82%

In the last 10 years

377.59%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Mid Cap Fund Direct-IDCW Reinvestment

as of 31 Oct 2024, 05:30 AM

₹12,350.49 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

0.91%

Expense Ratio

Plan

Dividend

5.15%

Cash Holding

Benchmark

NIFTY Midcap 150 Total Return Index

Scheme Document

View

Benchmark

NIFTY Midcap 150 Total Return Index

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Financial

16.50%

₹2,037.89 Cr

Services

14.01%

₹1,730.55 Cr

Healthcare

11.04%

₹1,363.16 Cr

Capital Goods

9.82%

₹1,212.65 Cr

Consumer Discretionary

5.67%

₹700.12 Cr

Others

42.96%

₹5,305.77 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Financial

16.50%

₹2,037.89 Cr

Services

14.01%

₹1,730.55 Cr

Healthcare

11.04%

₹1,363.16 Cr

Capital Goods

9.82%

₹1,212.65 Cr

Consumer Discretionary

5.67%

₹700.12 Cr

Others

42.96%

₹5,305.77 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

Sundaram Liquid Direct-Growth

4.39%

₹542.19 Cr

Kalyan Jewellers India Ltd.

4.23%

₹522.43 Cr

Cummins India Ltd.

3.41%

₹421.15 Cr

Tube Investments Of India Ltd.

3.10%

₹382.87 Cr

Trent Ltd.

3.03%

₹374.22 Cr

Others

81.84%

₹10,107.64 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

Sundaram Liquid Direct-Growth

4.39%

₹542.19 Cr

Kalyan Jewellers India Ltd.

4.23%

₹522.43 Cr

Cummins India Ltd.

3.41%

₹421.15 Cr

Tube Investments Of India Ltd.

3.10%

₹382.87 Cr

Trent Ltd.

3.03%

₹374.22 Cr

Others

81.84%

₹10,107.64 Cr

View All

Funds in this Category

This fund's returns:

21.79%

Return Duration

3 Years

Motilal Oswal Midcap Fund Direct-Growth

HDFC Mid-Cap Opportunities Direct Plan-Growth

Edelweiss Mid Cap Direct Plan-Growth

About Sundaram Mid Cap Fund Direct-IDCW Reinvestment

Sundaram Mid Cap Fund Direct-IDCW Reinvestment is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹12,350.49 Crores and the latest NAV decalared is ₹71.319 as on 14 Nov 2024 at 9:58 pm.

Sundaram Mid Cap Fund Direct-IDCW Reinvestment scheme return performance in last 1 year is 39.38%, in last 3 years is 80.75% and 715.03% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.