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  • Sundaram Mutual Fund
  • Sundaram Mid Cap Fund (RIDCW-I)
Sundaram Mutual Fund

Sundaram Mid Cap Fund (RIDCW-I)

EquityMid Cap

74.4415

NAV (Oct 04)

26.56%
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

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

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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

74.4415

NAV (Oct 4)

Fund Returns

Last 1Y
53.2%
Last 3Y
24.9%
Last 5Y
26.6%
Last 10Y
17.4%
Since Inception
24.9%
6 Month CAGR
23.2%

Scheme Information

Investment Objective

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

Expense Ratio
1.74
Launched (0y ago)
1.74
AUM in Crores
12713.3
ISIN
INF903J01199
Lock-in
-
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13.7
Beta
0.9
Sharpe Ratio
1.4
YTM
-
Fund Managers

Bharath S.

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-I)70%14,59,663 7,27,05126.6%
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 2024-02-19

Top Stock Holdings

Others

4.3%
4.3%

Kalyan Jewellers India Ltd.

3.9%
3.857%

Cummins India Ltd.

3.8%
3.83%

The Federal Bank Ltd.

3.2%
3.233%

Tube Investments Of India Ltd.

3.2%
3.22%
See all holdings

Allocation by Sector

Financial

16.991122%
16.991122%

Services

13.518448%
13.518448%

Healthcare

10.978231%
10.978231%

Automobile

9.907033%
9.907033%

Capital Goods

9.82468%
9.82468%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

17.029%

22.163%

17.933%

15.095%

10.785%

8.511%

5.647%

4.955%

17.488%

12.077%

Sundaram Mid Cap Fund (RIDCW-I) Review

Sundaram Mid Cap Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 24.942% over a period of 22 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Ratish Varier.

Nav of Sundaram Mid Cap Fund (RIDCW-I) as of 10/4/2024 is ₹74.44 with the total AUM as of 10/7/2024 is ₹12713.288245. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Mid Cap Fund (RIDCW-I) was launched on 2002-07-30. The category risk of the fund is Average.

The minimum SIP amount for Sundaram Mid Cap Fund (RIDCW-I) 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-I) 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 Total Return Index.

Sundaram Mid Cap Fund (RIDCW-I) is rated as a 2 fund in Equity and delivered 53.246% 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-I).

Frequently Asked Questions

What is Sundaram Mid Cap Fund (RIDCW-I)?

Sundaram Mid Cap Fund (RIDCW-I) is a Equity 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-I)?

You can invest in Sundaram Mid Cap Fund (RIDCW-I) 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-I)?

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

Is Sundaram Mid Cap Fund (RIDCW-I) good to invest in?

As per Scripbox experts, Sundaram Mid Cap Fund (RIDCW-I) is a 2 fund. You can investSundaram Mid Cap Fund (RIDCW-I) 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-I)?

The expense ratio of the Sundaram Mid Cap Fund (RIDCW-I) is 1.74% for regular plan.