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Sundaram Mid Cap Payoutof Income Distribution cum Capital Withdrawal

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previously known as Sundaram Mid Cap DP until

69.025 (-0.363%)
NAV on July 16, 2026
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 14,026 cr
Turnover Ratio 45.68%
Expense Ratio 1.70%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 2.47%
  • 1Y: 6.29%
  • 3M: 6.35%
  • 3Y: 20.42%
  • 6M: 6.16%
  • 5Y: 17.26%
Min Investment 100
ADDITIONAL INFO
Fund Manager S. Bharath (Since over 5 years) Shalav Saket (Since 7 months)
ISIN INF903J01181
Fund Family Sundaram
P/E Ratio 33.17
P/B Ratio 4.83
Launch Date July 30, 2002
Benchmark Nifty Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Midcap 150 TR INR

Alpha 1.10
Beta 0.94
R-Squared 96.41
Info Ratio 0.15
Tracking Err 3.46
Sortino 1.222
Sharpe 0.806
Std Dev 17.455
Risk Average
SECTOR WEIGHTINGS (%)
Financial 23.43%
Industrial 20.54%
Technology 8.31%
Basic Materials 8.67%
Consumer Cyclical 14.64%
Utilities Services 2.43%
Healthcare Services 10.84%
Energy Services 1.37%
Communication Services 1.25%
Consumer Defensive 5.19%
Real Estate 3.33%
INVESTMENT OBJECTIVE

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

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
240.920 9.33% 13,767 cr 0.49% High
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
41.719 8.71% 5,076 cr 0.42% Average
Reliance
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap
4967.790 8.06% 49,169 cr 0.62% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
127.373 6.57% 17,748 cr 0.48% Average
Hdfc
HDFC Mid Cap Fund -Direct Plan - Growth Option
229.588 4.96% 100,858 cr 0.73% Low
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average


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