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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 32,747 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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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
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Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of 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.
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower 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 11.9% 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, S Krishnakumar
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 as of 2021-05-11 is ₹ 35.5706. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 6091.027. 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 1.92 % 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 98.3% in this asset class. The top three holdings of the fund are ramco cements ltd,cholamandalam investment and finance co ltd and max financial services 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 ₹ 0 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 4 out of 5 based on consistency of performance over various years / tenures.
