Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹75.62
1D
NAV as on 11 Jul 2025
18.59%/per year
Since Inception
▲▼
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (11-Jul-25)
The fund has outperformed the benchmark (Nifty Midcap 150) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 95.7%
Debt & Cash 4.3%
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 95.7%
Debt & Cash 4.3%
Top 3 Sectors in May were Consumer Cyclical, Financial Services & Industrial
Consumer Cyclical
20%
Financial Services
19%
Industrial
16%
Consumer Cyclical
20%
Financial Services
19%
Industrial
15%
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.93% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹12818 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 42.36% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal
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.
Key Parameters
- Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal has ₹12818 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal has given a CAGR return of 18.59% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.03%, 28.66% and 29.11% respectively.
Holdings
Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Tech, Consumer Defensive, Real Estate, Corporate, Communication, Energy, Utilities, Government. Its top holdings are Cummins India Ltd, Coromandel International Ltd, The Federal Bank Ltd, Kalyan Jewellers India Ltd, Mahindra & Mahindra Financial Services Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
S. Bharath
Fund Manager of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal, since 24 February 2021
Ratish Varier
Fund Manager of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal, since 24 February 2021
- AUM of the fund stands at 12.3K Cr as of May'25
- AUM increased by 654.3 Cr between May'25 and Apr'25
More funds from Sundaram
5Y CAGR
▲ 29.62
5Y CAGR
▲ 29.66
5Y CAGR
▲ 33.25
5Y CAGR
▲ 27.96
Frequently Asked Questions for Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal?
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- Enter the amount you wish to invest.
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