Sundaram Mid Cap Fund-Reg(IDCW)

Scheme Returns

Category Returns

Riskometer

NAV Chart

Trailing Returns

	1 Day	1 week	1 Mth	3 Mth	1 Yrs	3 Yrs	4 Yrs	5 Yrs	Since Inception
Sundaram Mid Cap Fund-Reg(IDCW)	1.48	2.01	6.46	8.27	8.25	22.01	22.87	18.31	23.17
Equity - Mid Cap Fund	1.26	1.15	6.46	9.90	7.64	20.41	21.02	17.14	16.57

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.

Scheme Profile

Portfolio Details

Divident Details

Snapshot

Inception Date

30-Jul-2002
Initial Price

₹10
Entry Load

--
Size of Fund(in Cr.)

99,151.48
Scheme Plan

--
Scheme Class

Equity - Mid Cap Fund
Objectives

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

Scheme Type

Open ended scheme
Min. Investment

₹100
Exit Load

--
Latest NAV

69.4101
Fund Manager

Mr. S. Bharath
Fund Manager Profile

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

Fund Information
AMC

Sundaram Asset Management Company Limited
Address

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
Phone

+91 (22) 28583362/3367
Fax

+91 (22) 22858 3156
Email

customerservices@sundarammutual.com
Website

www.sundarammutual.com

Registrar Agent
Registrar

KFin Technologies Limited
Address

301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
Phone

022 - 4617 0911
Fax
Email

investorsupport.mfs@kfintech.com
Website

https://mfs.kfintech.com/

Portfolio Details

Allocation

Equity : 1.24

Company	Market Value	hold percentage
ZF Commercial Vehicle Control Systems I Ltd	16927.78	1.24

Sector	hold percentage
Automobile & Ancillaries	1.24%
Company Market Value Holding ZF Commercial Vehicle Control Systems I Ltd 16927.7797 1.24

Divident Details

Scheme Name	Asset Size	1M	3M	6M	1Y	3Y
HSBC Midcap Fund - Regular IDCW	18.98	5.29	14.03	15.67	17.18	25.83
ICICI Prudential MidCap Fund - IDCW	195.03	4.33	6.87	9.46	12.38	23.72
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option	19	5.95	8.3	8.3	11.08	19.72
Invesco India Midcap Fund - Regular Plan - IDCW (Payout / Reinvestment)	12.95	10.56	15.49	11.29	10.86	25.82
Nippon India Growth Mid Cap Fund - IDCW Option	3307.68	5.6	8.4	8.19	8.74	22.19
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)	991.51	6.46	8.27	6.19	8.25	22.01
Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option	45.96	6.68	10.39	8.91	8.02	20.68
Tata Mid Cap Fund-Regular Plan - IDCW Option	45.27	6.59	7.63	4.28	6.94	18.96
Edelweiss Mid Cap Fund - Regular Plan - IDCW Option	93.8	5.58	8.39	5.66	6.51	23.27
HDFC Mid Cap Fund - IDCW Plan	510.67	6.11	7.47	4.03	6.42	20.48

Scheme Name	Asset Size	1M	3M	6M	1Y	3Y
Sundaram Mid Cap Fund Regular Plan - Growth	13686.66	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	13378.01	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	13344.99	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	13292.89	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	13235.84	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	13235.5	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	13129.32	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	12917.24	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	12818.1	6.46	8.27	6.19	8.24	21.97
Sundaram Mid Cap Fund Regular Plan - Growth	12713.29	6.46	8.27	6.19	8.24	21.97