Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Historical NAV
₹ 41.1152
NAV (Oct 20)
Fund Returns
Last 1Y
68.2%
Last 3Y
19.2%
Last 5Y
11.5%
Last 10Y
17.3%
Since Inception
13.6%
6 Month CAGR
29.6%
Scheme Information
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Sundaram Asset Management Company Ltd manages assets worth 35,676 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A)
About Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A)
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 13.6% over a period of 11 years. The fund was previously known as Sundaram Mid Cap Instl DR . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, S. Bharath
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks. . However, there is no assurance that the objective of the scheme will be realized.
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) NAV,AUM,Risk
The Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) fund was launched on Jun 17, 2010. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-10-20 is ₹41.12. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹7007.288. The category risk of the Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) fund is Very High Risk. The fund charges 1.89 % as expense ratio.
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) Holdings
The fund’s highest allocation is towards Equity and has invested 99.2% in this asset class. The top three holdings of the fund are , mindtree ltd , grindwell norton ltd , max financial services ltd , cummins india ltd , apollo hospitals enterprise ltd , schaeffler india ltd , cholamandalam investment and finance co ltd , jubilant foodworks ltd , srf ltd , voltas ltd , ramco cements ltd , navin fluorine international ltd , pi industries ltd , varun beverages ltd , ipca laboratories ltd , emami ltd , crompton greaves consumer electricals ltd , au small finance bank ltd , trent ltd , axis bank ltd , bharat electronics ltd , natco pharma ltd , page industries ltd , quess corp ltd , gland pharma ltd , the federal bank ltd , jindal steel & power ltd , icici securities ltd , indraprastha gas ltd , shriram transport finance co ltd , container corporation of india ltd , mrf ltd , l&t technology services ltd , bharat forge ltd , bank of baroda , ashok leyland ltd , indian railway catering and tourism corp ltd , hcl technologies ltd , honeywell automation india ltd , city union bank ltd , dixon technologies (india) ltd , aarti industries ltd , sundaram clayton ltd , coromandel international ltd , kalyan jewellers india ltd , whirlpool of india ltd , mahindra holidays & resorts india ltd , aavas financiers ltd , mphasis ltd , zomato ltd , lic housing finance ltd , godrej properties ltd , bajaj finserv ltd , gujarat state petronet ltd , dalmia bharat ltd , tata consumer products ltd , tube investments of india ltd ordinary shares , treps , laurus labs ltd , zee entertainment enterprises ltd , minda industries ltd , aditya birla fashion and retail ltd , cash and other net current assets , tata power co ltd
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) Review
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance.
As compared to the other funds in its category, Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal fund (RIDCW-A) has a score of 5 out of 5
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
