Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ratish Varier. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.87% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹10262 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | --/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 44.84% |
Size breakup
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 5.03% | 5.03% |
6 Month Returns | 21.28% | 21.28% |
1 Year Returns | 53.89% | 53.89% |
3 Years Returns | 99.24% | 25.83% |
5 Years Returns | 142.77% | 19.41% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 2.93 | 0.67 | -2.41 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 0.87 | 0.88 | 0.93 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 3.25 | 1.32 | 0.71 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal | 11.69 | 13.46 | 20.97 |