Sundaram Mid Cap Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 0.9
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 24-06-2002
Exit Load: Nil
Fund Size:₹13,342.03 Cr
Performance
1Y
Fund-6.63%
Cat. Avg.1.60%
2Y
Fund-6.52%
Cat. Avg.0.43%
3Y
Fund5.48%
Cat. Avg.14.82%
5Y
Fund6.62%
Cat. Avg.13.11%
10Y
Fund5.77%
Cat. Avg.15.23%
SI
Fund9.39%
Cat. Avg.17.85%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Cummins India Ltd | 424.46 | 3.03% |
| 2 | GE Vernova T and D India Ltd | 407.88 | 2.91% |
| 3 | Mahindra & Mahindra Financial Services Ltd | 369.49 | 2.63% |
| 4 | TREPS | 366.92 | 2.62% |
| 5 | BSE Ltd | 365.36 | 2.60% |
| 6 | The Federal Bank Ltd | 361.81 | 2.58% |
| 7 | Coromandel International Ltd | 343.69 | 2.45% |
| 8 | Suzlon Energy Ltd | 340.00 | 2.42% |
| 9 | IDFC First Bank Ltd | 304.28 | 2.17% |
| 10 | Max Financial Services Ltd | 285.91 | 2.04% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56130 | -6.4% | -13.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.13 L. | -5.8% | -5.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.73 L. | -3.7% | -2.6% |
| 5Y | 08 Nov, 21 | 3 L. | 3.43 L. | +14.3% | +5.4% |
| 10Y | 07 Nov, 16 | 6 L. | 9.07 L. | +51.2% | +8.1% |
| SI | 07 Jan, 13 | 8.30 L. | 15.34 L. | +84.8% | +8.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 93373 | -6.6% | -6.6% |
| 2Y | 16 Oct, 24 | 1 L. | 87377 | -12.6% | -6.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.17 L. | +17.4% | +5.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.36 L. | +36.5% | +6.4% |
| 10Y | 17 Oct, 16 | 1 L. | 1.79 L. | +79.0% | +6.0% |
| SI | 02 Jan, 13 | 1 L. | 3.45 L. | +245.0% | +9.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.