• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Mid Cap fund (RIDCW-A)

Formerly Sundaram Mid Cap DR

Sundaram Mutual Fund

Sundaram Mid Cap fund (RIDCW-A)

EquityMid Cap

66.6208

NAV (Jun 12)

20.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

66.6208

NAV (Jun 12)

Fund Returns

Last 1Y
58.3%
Last 3Y
25.7%
Last 5Y
21.7%
Last 10Y
17.6%
Since Inception
24.7%
6 Month CAGR
22.7%

Scheme Information

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

Expense Ratio
1.76
Launched (22y ago)
Jul 30, 2002
AUM in Crores
11017.408
ISIN
INF903J01199
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.4
Standard Deviation (5yr)
20.9
Beta (3yr)
0.88
Beta (5yr)
0.93
Sharpe Ratio (3yr)
1.335
Sharpe Ratio (5yr)
0.74
YTM
7.21
Fund Managers

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Ratish Varier

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Mid Cap fund (RIDCW-A)70%12,46,939 5,14,32720.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Stock Holdings

cummins india ltd

4%
4%

the federal bank ltd

3%
3%

treps

2.9%
2.9%

trent ltd

2.9%
2.9%

tube investments of india ltd ordinary shares

2.9%
2.9%
See all holdings

Allocation by Sector

industrials

22.7%
22.7%

financial services

20.5%
20.5%

consumer cyclical

17.4%
17.4%

healthcare

10.8%
10.8%

basic materials

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,374 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12%

8.8%

18.6%

20.9%

5.3%

4.9%

20.6%

13.3%

18.5%

%

Sundaram Mid Cap fund (RIDCW-A) Review

Sundaram Mid Cap fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 24.4% over a period of 21 years. The fund was previously known as Sundaram Mid Cap DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, Rohit Seksaria, S. Bharath.

Nav of Sundaram Mid Cap fund (RIDCW-A) as of 6/12/2024 is ₹66.62 with the total AUM as of 6/13/2024 is ₹11017.408. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Mid Cap fund (RIDCW-A) was launched on Jul 30, 2002. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Mid Cap fund (RIDCW-A) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Mid Cap fund (RIDCW-A) 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 Nifty Midcap 150 TR INR.

Sundaram Mid Cap fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 56.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Mid Cap fund (RIDCW-A).

Frequently Asked Questions

What is Sundaram Mid Cap fund (RIDCW-A)?

Sundaram Mid Cap fund (RIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Mid Cap fund (RIDCW-A)?

You can invest in Sundaram Mid Cap fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Mid Cap fund (RIDCW-A)?

The minimum sip amount for Sundaram Mid Cap fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Mid Cap fund (RIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Mid Cap fund (RIDCW-A) is a Neutral fund. You can investSundaram Mid Cap fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Mid Cap fund (RIDCW-A)?

The expense ratio of the Sundaram Mid Cap fund (RIDCW-A) is 1.76% for regular plan.