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Sundaram Mid Cap Fund Idcw Direct Plan
NAV (Apr 26,2024)
Sundaram Mid Cap Fund - IDCW - Direct Plan is a mutual fund that focuses on investing in mid-cap companies. It has an expense ratio of 0.96 and a PE ratio of 50.04. The fund has an established date of January 2, 2013, and currently has an AUM of ₹9,880.34 crores. The minimum investment required is ₹100, and there is no lock-in period. This fund provides investors with the opportunity to participate in the potential growth of mid-sized companies in India.
Sundaram Mid Cap Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Mid Cap Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio51.81
- P/B Ratio8.57
- Alpha0.02
- Beta0.87
- Sharpe0.23
- Sortino0.36
Fund Overview
0.87%
0%
No Lock-in
₹ 10269.45 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,769.38 (7.69%) | ₹ 12,846.36 (28.46%) | ₹ 15,673.62 (56.74%) | ₹ 20,780.48 (107.80%) | ₹ 25,386.32 (153.86%) |
₹ 30,000 | ₹ 32,308.14 (7.69%) | ₹ 38,539.08 (28.46%) | ₹ 47,020.86 (56.74%) | ₹ 62,341.44 (107.80%) | ₹ 76,158.96 (153.86%) |
₹ 50,000 | ₹ 53,846.9 (7.69%) | ₹ 64,231.8 (28.46%) | ₹ 78,368.1 (56.74%) | ₹ 1,03,902.4 (107.80%) | ₹ 1,26,931.6 (153.86%) |
₹ 80,000 | ₹ 86,155.04 (7.69%) | ₹ 1,02,770.88 (28.46%) | ₹ 1,25,388.96 (56.74%) | ₹ 1,66,243.84 (107.80%) | ₹ 2,03,090.56 (153.86%) |
₹ 1,00,000 | ₹ 1,07,693.8 (7.69%) | ₹ 1,28,463.6 (28.46%) | ₹ 1,56,736.2 (56.74%) | ₹ 2,07,804.8 (107.80%) | ₹ 2,53,863.2 (153.86%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Cummins India Ltd3.64%
- Kalyan Jewellers India Ltd3.48%
- The Federal Bank Ltd3.36%
- Tube Investments of India Ltd3.33%
- Power Finance Corporation Ltd3.24%
- Trent Ltd3.01%
- TREPS2.81%
- Fortis Health Care Ltd2.47%
- Zydus Lifesciences Ltd2.36%
- REC Ltd2.28%
- Oberoi Realty Ltd2.12%
- Persistent Systems Ltd2.10%
- Indian Bank2.04%
- Shriram Finance Ltd1.95%
- Lupin Ltd1.92%
- Coromandel International Ltd1.86%
- Torrent Power Ltd1.79%
- Bharat Electronics Ltd1.64%
- TVS Holdings Ltd1.59%
- Voltas Ltd1.57%
- Gujarat State Petronet Ltd1.57%
- Max Financial Services Ltd1.56%
- Grindwell Norton Ltd1.56%
- Chalet Hotels Ltd1.54%
- Delhivery Ltd1.50%
- Dalmia Cement Bharat Ltd1.46%
- Sundaram Liquid Fund Direct Growth1.46%
- Alkem Laboratories Ltd1.45%
- Polycab India Ltd1.40%
- Hindustan Petroleum Corporation Ltd1.37%
- ZF Commercial Vehicle Control Systems I Ltd1.35%
- PB Fintech Ltd1.31%
- AU Small Finance Bank Ltd1.30%
- Max Healthcare Institute Ltd1.28%
- Coforge Ltd1.26%
- Union Bank of India1.26%
- Jubilant Foodworks Ltd1.25%
- Jindal Steel & Power Ltd1.24%
- Info Edge India Ltd1.18%
- Container Corporation of India Ltd1.16%
- Computer Age Management Services Ltd1.15%
- Bharat Heavy Electricals Ltd1.14%
- Cholamandalam Investment and Finance Company Ltd1.06%
- Schaeffler India Ltd1.00%
- TVS Motor Company Ltd0.99%
- Hatsun Agro Product Ltd0.99%
- Astral Ltd0.98%
- United Breweries Ltd0.98%
- Mahindra & Mahindra Financial Services Ltd0.98%
- Cholamandalam Financial Holdings Ltd0.87%
- CG Power and Industrial Solutions Ltd0.85%
- Laurus Labs Ltd0.81%
- Biocon Ltd0.79%
- Aavas Financiers Ltd0.78%
- PI Industries Ltd0.78%
- Devyani international limited0.75%
- UNO Minda Ltd0.75%
- Sona BLW Precision Forgings Ltd0.70%
- Metro Brands Ltd0.70%
- JK Cement Ltd0.66%
- Kajaria Ceramics Ltd0.66%
- Indian Railway Catering & Tourism Corporation Ltd0.61%
- APL Apollo Tubes Ltd0.59%
- Kansai Nerolac Paints Ltd0.54%
- Star Health and Allied Insurance Company Ltd0.54%
- Apollo Tyres Ltd0.49%
- Navin Fluorine International Ltd0.49%
- MphasiS Ltd0.48%
- Sanofi India Ltd0.47%
- Cash and Other Net Current Assets0.45%
- Tata Elxsi Ltd0.43%
- Sundaram Clayton Ltd0.26%
- Balkrishna Industries Ltd0.19%
- Prestige Estates Projects Ltd0.08%
- Sundaram Clayton DCD Ltd Unlisted Preference share0.00%
- Finance Term Lending5.52%
- Bank - Private4.66%
- Auto Ancillary4.66%
- IT - Software4.27%
- Finance - NBFC3.99%
- Retailing3.71%
- Diesel Engines3.64%
- Diamond & Jewellery3.48%
- Cycles3.33%
- Bank - Public3.30%
- Miscellaneous3.26%
- Consumer Food2.99%
- Fertilizers1.86%
- Air Conditioners1.57%
- Finance - Others1.56%
- Abrasives1.56%
- Courier Services1.50%
- Cable1.40%
- Refineries1.37%
- Fintech1.31%
- BPO/ITeS1.18%
- Logistics1.16%
- Depository Services1.15%
- Bearings1.00%
- Plastic Products0.98%
- Finance - Investment0.87%
- Electric Equipment0.85%
- Finance - Housing0.78%
- Tyres & Allied0.69%
- Travel Services0.61%
- Paints0.54%
- Insurance0.54%
- Chemicals0.49%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 33.75% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.82% |
JM Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.34% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.03% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.28% |
Bandhan Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 23.71% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 22.87% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 22.39% |
Canara Robeco Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.76% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 14.55% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 55.75% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 53.96% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 50.94% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 44.31% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 42.96% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 40.55% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 40.07% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 36.78% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 34.85% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 31.74% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 35.02% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 34.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.72% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.70% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.60% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 25.51% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 25.03% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 23.03% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 25.60% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 24.96% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 22.97% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.82% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.57% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 21.34% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 20.97% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 20.75% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 18.64% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 17.79% |
Fund Managers
Mr. S. BharathFund Manager - Overseas Securities
Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.
Mr. Ratish VarierFund Manager
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