Sundaram Mid Cap Fund - IDCW Portfolio | Sundaram Mutual Fund Portfolio

Portfolio Turnover Ratio : 45.00%. Category average turnover ratio is 214.65%. Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)

Equity Holding : 96.14% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.14%

No of Stocks : 74 (Category Avg - 70.48) | Large Cap Investments : 12.03%| Mid Cap Investments : 38.66% | Small Cap Investments : 16.78% | Other : 28.63%

Portfolio Summary (as on 30th Sep,2025)

Particulars	This Scheme	Category
No. of Stocks	74	70.29
Top 5 Stock Weight	15.33%	16.77%
Top 10 Stock Weight	26.14%	29.86%
Top 3 Sector Weight	16.32%	21.16%

Category - Mid Cap Fund

Particulars	This Scheme	Category
Average mcap (Cr)	12671.63	14415.89
Holdings in large cap stocks	12.03%	9.41%
Holdings in mid cap stocks	38.66%	34.79%
Holdings in small cap stocks	16.78%	18.85%

Category - Mid Cap Fund

Top 10 Stocks holding in Portfolio (as on 30th Sep,2025)

Stock Invested in	Sector	Value(Mn)	% of Total Holdings	1M Change	1Y Highest Holding	1Y Lowest Holding	Quantity	1M Change in Qty
Cummins India Ltd.	Compressors, pumps & diesel engines	5001.4	3.97%	0.03%	3.97% (Sep 2025)	3.15% (Apr 2025)	12.74 L	-0.16 L
Coromandel International Ltd.	Fertilizers	3850.6	3.06%	-0.10%	3.66% (Jul 2025)	2.36% (Oct 2024)	17.13 L	0.00
Fortis Healthcare Ltd.	Hospital	3676.7	2.92%	0.09%	2.92% (Sep 2025)	2.13% (Jan 2025)	37.91 L	-0.88 L
GE T&D India Ltd.	Heavy electrical equipment	3492	2.77%	0.15%	2.77% (Sep 2025)	1.13% (Oct 2024)	11.80 L	0.00
Mahindra & Mahindra Financial Services Ltd.	Non banking financial company (nbfc)	3281.8	2.61%	0.19%	2.61% (Sep 2025)	1.14% (Oct 2024)	1.19 Cr	0.00
- Lupin Ltd.	Pharmaceuticals	2999.5	2.38%	0.00%	2.59% (Dec 2024)	2.22% (May 2025)	15.69 L	0.00
Hindustan Petroleum Corporation Ltd.	Refineries & marketing	2724.4	2.16%	0.32%	2.16% (Sep 2025)	1.42% (Oct 2024)	61.44 L	0.00
Indian Bank	Public sector bank	2704.2	2.15%	0.10%	2.34% (Jan 2025)	1.91% (Dec 2024)	36.02 L	-3.24 L
IDFC First Bank Ltd.	Private sector bank	2624.2	2.09%	0.15%	2.09% (Sep 2025)	0% (Oct 2024)	3.76 Cr	19.80 L
- Marico Ltd.	Personal care	2552.7	2.03%	0.00%	2.19% (Apr 2025)	1.22% (Oct 2024)	36.60 L	1.61 L

- indicates change in weight in the portfolio. # indicates a new entry.

View complete holding

Complete equity Portfolio (as on 30th Sep,2025)

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Sector
M-Cap

Help me understand this table

Stock Invested in	Sector	Sector Total	Value(Mn)	% of Total Holdings	1M Change	1Y Highest Holding	1Y Lowest Holding	Quantity	1M Change in Qty	M-Cap	GroupName
Cummins India Ltd.	Compressors, pumps & diesel engines	3.97	5001.4	3.97%	0.03%	3.97% (Sep 2025)	3.15% (Apr 2025)	12.74 L	-0.16 L	Mid Cap	38.66
Coromandel International Ltd.	Fertilizers	3.06	3850.6	3.06%	-0.10%	3.66% (Jul 2025)	2.36% (Oct 2024)	17.13 L	0.00	Mid Cap	38.66
Fortis Healthcare Ltd.	Hospital	4.3	3676.7	2.92%	0.09%	2.92% (Sep 2025)	2.13% (Jan 2025)	37.91 L	-0.88 L	Other	28.63
GE T&D India Ltd.	Heavy electrical equipment	3.79	3492	2.77%	0.15%	2.77% (Sep 2025)	1.13% (Oct 2024)	11.80 L	0.00	Small Cap	16.78
Mahindra & Mahindra Financial Services Ltd.	Non banking financial company (nbfc)	3.8	3281.8	2.61%	0.19%	2.61% (Sep 2025)	1.14% (Oct 2024)	1.19 Cr	0.00	Mid Cap	38.66
- Lupin Ltd.	Pharmaceuticals	5.66	2999.5	2.38%	0.00%	2.59% (Dec 2024)	2.22% (May 2025)	15.69 L	0.00	Large Cap	12.03
Hindustan Petroleum Corporation Ltd.	Refineries & marketing	2.16	2724.4	2.16%	0.32%	2.16% (Sep 2025)	1.42% (Oct 2024)	61.44 L	0.00	Large Cap	12.03
Indian Bank	Public sector bank	2.15	2704.2	2.15%	0.10%	2.34% (Jan 2025)	1.91% (Dec 2024)	36.02 L	-3.24 L	Mid Cap	38.66
IDFC First Bank Ltd.	Private sector bank	3.98	2624.2	2.09%	0.15%	2.09% (Sep 2025)	0% (Oct 2024)	3.76 Cr	19.80 L	Mid Cap	38.66
- Marico Ltd.	Personal care	4.87	2552.7	2.03%	0.00%	2.19% (Apr 2025)	1.22% (Oct 2024)	36.60 L	1.61 L	Large Cap	12.03
Jindal Steel Ltd.	Iron & steel products	2.86	2532	2.01%	0.21%	2.01% (Sep 2025)	0.96% (Nov 2024)	23.80 L	0.00	Mid Cap	38.66
Jubilant Foodworks Ltd.	Restaurants	2.88	2468.2	1.96%	-0.02%	1.98% (Aug 2025)	1.29% (Oct 2024)	39.98 L	59.90 k	Other	28.63
Kalyan Jewellers India Ltd.	Gems, jewellery and watches	1.96	2467.2	1.96%	-0.21%	3.75% (Oct 2024)	1.96% (Sep 2025)	54.31 L	55.13 k	Other	28.63
- Federal Bank Ltd.	Private sector bank	3.98	2381.7	1.89%	0.00%	3.39% (Nov 2024)	1.89% (Sep 2025)	1.23 Cr	0.00	Mid Cap	38.66
J.K. Cement Ltd.	Cement & cement products	2.84	2350.5	1.87%	-0.21%	2.07% (Aug 2025)	1.21% (Oct 2024)	3.73 L	0.00	Small Cap	16.78
Phoenix Mills Ltd.	Residential, commercial projects	3.58	2323.3	1.85%	0.05%	1.85% (Sep 2025)	0% (Oct 2024)	14.94 L	0.00	Small Cap	16.78
Persistent Systems Ltd.	Computers - software & consulting	3.65	2304	1.83%	-0.23%	2.51% (Jan 2025)	1.83% (Sep 2025)	4.78 L	-7.14 k	Other	28.63
Coforge Ltd.	Computers - software & consulting	3.65	2290.8	1.82%	-0.10%	1.92% (Aug 2025)	0.98% (Oct 2024)	14.40 L	48.67 k	Other	28.63
Delhivery Ltd.	Logistics solution provider	1.69	2125.1	1.69%	-0.11%	1.8% (Aug 2025)	1.22% (Mar 2025)	47.22 L	-0.80 L	Other	28.63
PB Fintech Ltd.	Financial technology (fintech)	1.63	2049.6	1.63%	-0.08%	2.02% (Dec 2024)	1.63% (Sep 2025)	12.04 L	0.00	Other	28.63
Bharat Electronics Ltd.	Aerospace & defense	1.61	2032.2	1.61%	0.13%	1.76% (Jun 2025)	1.31% (Oct 2024)	50.31 L	0.00	Mid Cap	38.66
BSE Ltd.	Exchange and data platform	1.61	2025	1.61%	-0.06%	2.1% (Jun 2025)	1.19% (Oct 2024)	9.93 L	0.00	Small Cap	16.78
Polycab India Limited	Cables - electricals	1.52	1918.6	1.52%	0.03%	1.52% (Sep 2025)	1.03% (Feb 2025)	2.63 L	0.00	Other	28.63
TVS Holdings Ltd.	Auto components & equipments	5.79	1911.1	1.52%	0.10%	1.52% (Sep 2025)	1.2% (Mar 2025)	1.50 L	0.00	Small Cap	16.78
United Breweries Ltd.	Breweries & distilleries	1.44	1814.8	1.44%	-0.03%	1.77% (Apr 2025)	1.19% (Oct 2024)	10.08 L	14.71 k	Large Cap	12.03
Chalet Hotels Ltd.	Hotels & resorts	1.41	1772.4	1.41%	-0.10%	1.51% (Aug 2025)	1.22% (Jan 2025)	18.63 L	0.00	Other	28.63
Apollo Tyres Limited	Tyres & rubber products	1.39	1755.4	1.39%	-0.14%	1.68% (Apr 2025)	1.14% (Oct 2024)	37.12 L	-4.45 L	Mid Cap	38.66
Indus Towers Ltd.	Telecom - infrastructure	1.38	1738.3	1.38%	0.01%	1.77% (Apr 2025)	0.74% (Oct 2024)	50.69 L	0.00	Large Cap	12.03
Max Healthcare Institute Ltd.	Hospital	4.3	1731.7	1.38%	-0.06%	1.55% (Jun 2025)	1.22% (Nov 2024)	15.54 L	0.00	Other	28.63
WABCO India Ltd.	Auto components & equipments	5.79	1666.4	1.32%	-0.13%	1.45% (Aug 2025)	0.36% (Nov 2024)	1.29 L	0.00	Mid Cap	38.66
TVS Motor Company Ltd.	2/3 wheelers	1.63	1601.5	1.27%	0.05%	1.27% (Sep 2025)	0.87% (Dec 2024)	4.66 L	0.00	Mid Cap	38.66
DR. LAL PATHLABS Ltd.	Healthcare service provider	1.27	1598.9	1.27%	-0.10%	1.37% (Aug 2025)	0.75% (Oct 2024)	5.13 L	-3.22 k	Small Cap	16.78
Shriram Finance Ltd.	Non banking financial company (nbfc)	3.8	1501.5	1.19%	0.06%	1.28% (Feb 2025)	0.89% (May 2025)	24.37 L	0.00	Other	28.63
LIC Housing Finance Ltd.	Housing finance company	1.19	1498.2	1.19%	0.01%	1.26% (Jun 2025)	0.7% (Oct 2024)	26.52 L	0.00	Mid Cap	38.66
Alkem Laboratories Ltd.	Pharmaceuticals	5.66	1494.2	1.19%	0.02%	1.68% (Apr 2025)	1.06% (Jun 2025)	2.75 L	0.00	Mid Cap	38.66
Au Small Finance Bank Ltd.	Other bank	1.19	1493.9	1.19%	0.04%	2.07% (Feb 2025)	1.04% (Mar 2025)	20.43 L	53.00 k	Mid Cap	38.66
Supreme Industries Ltd.	Plastic products - industrial	1.16	1465.8	1.16%	-0.11%	1.31% (May 2025)	0.77% (Oct 2024)	3.47 L	-8.51 k	Mid Cap	38.66
Colgate - Palmolive (India) Limited	Personal care	4.87	1415.5	1.12%	0.96%	1.12% (Sep 2025)	0% (Oct 2024)	6.37 L	5.51 L	Large Cap	12.03
UNO Minda Ltd.	Auto components & equipments	5.79	1372	1.09%	0.01%	1.09% (Sep 2025)	0.85% (Apr 2025)	10.56 L	0.00	Small Cap	16.78
L&T Technology Services Ltd.	It enabled services	1.09	1366.7	1.09%	0.01%	1.09% (Sep 2025)	0% (Oct 2024)	3.32 L	14.26 k	Mid Cap	38.66
Motilal Oswal Financial Services Ltd.	Stockbroking & allied	1.03	1299.8	1.03%	0.04%	1.05% (Jul 2025)	0% (Oct 2024)	14.55 L	0.00	Small Cap	16.78
Procter & Gamble Hygiene & Health Care Ltd.	Personal care	4.87	1295.8	1.03%	0.24%	1.03% (Sep 2025)	0% (Oct 2024)	91.61 k	15.97 k	Large Cap	12.03
360 ONE WAM Ltd.	Other financial services	1.54	1281.8	1.02%	0.09%	1.02% (Sep 2025)	0% (Oct 2024)	12.52 L	1.08 L	Other	28.63
Suzlon Energy Ltd.	Heavy electrical equipment	3.79	1279.4	1.02%	-0.01%	1.03% (Aug 2025)	0.26% (Feb 2025)	2.32 Cr	4.52 L	Small Cap	16.78
Sona BLW Precision Forgings Ltd.	Auto components & equipments	5.79	1262.8	1.00%	0.14%	1% (Sep 2025)	0.5% (Dec 2024)	30.67 L	6.43 L	Other	28.63
Deepak Nitrite Ltd.	Specialty chemicals	1	1262.2	1.00%	0.04%	1.14% (Nov 2024)	0.93% (Jul 2025)	6.88 L	13.65 k	Small Cap	16.78
Mankind Pharma Ltd.	Pharmaceuticals	5.66	1255.7	1.00%	-0.02%	1.05% (Jul 2025)	0% (Oct 2024)	5.16 L	0.00	Other	28.63
Torrent Power Ltd.	Integrated power utilities	1	1254.3	1.00%	-0.01%	1.71% (Oct 2024)	1% (Sep 2025)	10.29 L	0.00	Mid Cap	38.66
Max Financial Services Ltd.	Life insurance	1.47	1232.8	0.98%	-0.02%	1.01% (Jun 2025)	0.69% (Dec 2024)	7.82 L	0.00	Mid Cap	38.66
Devyani International Ltd.	Restaurants	2.88	1162.7	0.92%	-0.13%	1.05% (Aug 2025)	0.68% (Nov 2024)	69.19 L	-6.46 L	Other	28.63
Prestige Estates Projects Ltd.	Residential, commercial projects	3.58	1162.6	0.92%	-0.04%	1.09% (Jun 2025)	0.83% (Oct 2024)	7.70 L	0.00	Mid Cap	38.66
NHPC Ltd.	Power generation	0.89	1125.3	0.89%	0.09%	0.89% (Sep 2025)	0% (Oct 2024)	1.30 Cr	0.00	Mid Cap	38.66
- FSN E-Commerce Ventures Ltd.	E-retail/ e-commerce	0.87	1096.6	0.87%	0.00%	0.87% (Sep 2025)	0% (Oct 2024)	47.19 L	0.00	Other	28.63
Schaeffler India Ltd.	Auto components & equipments	5.79	1088.2	0.86%	0.06%	0.93% (Jan 2025)	0.77% (Apr 2025)	2.59 L	0.00	Other	28.63
APL Apollo Tubes Ltd.	Iron & steel products	2.86	1064.6	0.85%	0.04%	0.93% (May 2025)	0.49% (Nov 2024)	6.31 L	0.00	Other	28.63
Oberoi Realty Ltd.	Residential, commercial projects	3.58	1019.9	0.81%	-0.02%	2.55% (Dec 2024)	0.81% (Sep 2025)	6.45 L	0.00	Mid Cap	38.66
Bharti Hexacom Ltd.	Telecom - equipment & accessories	0.77	968.9	0.77%	-0.06%	0.89% (Jun 2025)	0.36% (Nov 2024)	5.84 L	0.00	Other	28.63
Dixon Technologies (India) Ltd.	Consumer electronics	0.75	940.5	0.75%	-0.02%	0.77% (Jul 2025)	0% (Oct 2024)	57.62 k	0.00	Other	28.63
Pi Industries Ltd.	Pesticides & agrochemicals	0.71	896.7	0.71%	-0.04%	0.87% (Mar 2025)	0.6% (Dec 2024)	2.55 L	0.00	Mid Cap	38.66
Amber Enterprises India Ltd.	Household appliances	1.41	888.1	0.71%	-0.12%	0.83% (Jul 2025)	0.57% (Nov 2024)	1.10 L	-0.32 L	Small Cap	16.78
Crompton Greaves Consumer Electricals Ltd.	Household appliances	1.41	879.2	0.70%	-0.10%	1.01% (May 2025)	0% (Oct 2024)	30.18 L	0.00	Mid Cap	38.66
Emami Ltd.	Personal care	4.87	867.3	0.69%	-0.05%	0.76% (Jul 2025)	0% (Oct 2024)	16.11 L	0.00	Mid Cap	38.66
Zydus Lifesciences Ltd.	Pharmaceuticals	5.66	821.9	0.65%	-0.15%	1.56% (Oct 2024)	0.65% (Sep 2025)	8.37 L	-1.87 L	Mid Cap	38.66
Gujarat State Petronet Ltd.	Gas transmission/marketing	0.63	789.1	0.63%	0.04%	0.76% (Oct 2024)	0.59% (Aug 2025)	25.49 L	0.00	Mid Cap	38.66
Grindwell Norton Ltd.	Abrasives & bearings	1.04	689.9	0.55%	0.03%	1.24% (Oct 2024)	0.51% (Jul 2025)	4.34 L	19.90 k	Small Cap	16.78
CRISIL Ltd.	Other financial services	1.54	653.9	0.52%	-0.06%	0.58% (Aug 2025)	0% (Oct 2024)	1.47 L	859.00	Mid Cap	38.66
SKF India Ltd.	Abrasives & bearings	1.04	622.9	0.49%	0.03%	0.49% (Sep 2025)	0% (Oct 2024)	1.32 L	773.00	Small Cap	16.78
- ICICI Prudential Life Insurance Co Ltd.	Life insurance	1.47	613.2	0.49%	-0.01%	1.03% (Feb 2025)	0.41% (Oct 2024)	10.30 L	0.00	Large Cap	12.03
Associated Cement Companies Ltd.	Cement & cement products	2.84	611.9	0.49%	-0.18%	1.24% (Feb 2025)	0.49% (Sep 2025)	3.35 L	-1.24 L	Mid Cap	38.66
Indegene Ltd.	Healthcare research, analytics & technology	0.48	610.3	0.48%	0.01%	0.48% (Sep 2025)	0% (Oct 2024)	10.88 L	0.00	Other	28.63
Dalmia Bharat Ltd.	Cement & cement products	2.84	606.3	0.48%	0.15%	0.48% (Sep 2025)	0% (Oct 2024)	2.72 L	1.00 L	Mid Cap	38.66
Gland Pharma Ltd.	Pharmaceuticals	5.66	557.8	0.44%	0.10%	0.44% (Sep 2025)	0% (Oct 2024)	2.80 L	51.38 k	Other	28.63
Ola Electric Mobility Ltd.	2/3 wheelers	1.63	442.1	0.35%	-0.06%	0.63% (Nov 2024)	0.33% (Jul 2025)	77.64 L	-0.17 Cr	Other	28.63
# TVS Motor Company Ltd. - Preference Shares	2/3 wheelers	1.63	18.7	0.01%	0.00%	0% (Oct 2025)	0% (Oct 2025)	18.63 L	0.00	Other	28.63
Voltas Limited	Household appliances	1.41	34.5	0.00%	-0.03%	-	-	-	-	Mid Cap	38.66

- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in	Sector	Value(Mn)	% of Total Holdings	1M Change	1Y Highest Holding	1Y Lowest Holding	Quantity	1M Change in Qty
# Margin	Other	652.5	0.52%	0.52%	0% (Oct 2025)	0% (Oct 2025)	0.00	0

Stocks removed from Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in	Sector	Value(Mn)	% of Total Holdings	1M Change	1Y Highest Holding	1Y Lowest Holding	Quantity	1M Change in Qty
Voltas Limited	Household appliances	34.5	0.00%	-0.03%	0.96% (Oct 2024)	0% (Oct 2024)	0.00	-25125

Trend in stock holdings (Top 15 Holding)

Stock	Sep 2025	Aug 2025	Jul 2025	Jun 2025	May 2025	Apr 2025	Mar 2025	Feb 2025	Jan 2025	Dec 2024	Nov 2024	Oct 2024	Sep 2024
Cummins India Ltd.	3.97%	3.95%	3.64%	3.42%	3.42%	3.15%	3.42%	3.30%	3.16%	3.20%	3.45%	3.34%	3.41%
Coromandel International Ltd.	3.06%	3.16%	3.66%	3.35%	3.21%	3.31%	3.06%	2.79%	2.72%	2.60%	2.52%	2.36%	2.23%
Kalyan Jewellers India Ltd.	1.96%	2.17%	2.84%	2.61%	2.73%	2.66%	2.48%	2.66%	2.60%	3.65%	3.55%	3.75%	4.23%
Federal Bank Ltd.	1.89%	1.89%	1.98%	3.25%	3.15%	3.24%	3.27%	3.27%	3.10%	3.05%	3.39%	3.30%	3.00%
Fortis Healthcare Ltd.	2.92%	2.83%	2.64%	2.40%	2.22%	2.27%	2.39%	2.27%	2.13%	2.27%	2.41%	2.30%	2.13%
Lupin Ltd.	2.38%	2.38%	2.37%	2.28%	2.22%	2.42%	2.42%	2.46%	2.41%	2.59%	2.29%	2.46%	2.32%
Persistent Systems Ltd.	1.83%	2.06%	1.99%	2.29%	2.21%	2.21%	2.36%	2.46%	2.51%	2.48%	2.30%	2.11%	2.06%
Indian Bank	2.15%	2.05%	1.98%	2.02%	2.01%	1.98%	2.05%	2.32%	2.34%	1.91%	2.11%	2.31%	1.84%
Mahindra & Mahindra Financial Services Ltd.	2.61%	2.42%	2.44%	2.43%	1.98%	2.03%	2.15%	2.20%	2.08%	1.29%	1.27%	1.14%	1.26%
Jindal Steel Ltd.	2.01%	1.80%	-	-	-	-	-	-	-	-	-	-	-
Jindal Steel & Power Ltd.	-	-	1.82%	1.75%	1.78%	1.77%	1.61%	1.37%	1.14%	0.98%	0.96%	0.99%	1.05%
GE T&D India Ltd.	2.77%	2.62%	2.55%	2.17%	2.14%	1.58%	1.65%	1.47%	1.47%	1.55%	1.39%	1.13%	1.00%
Hindustan Petroleum Corporation Ltd.	2.16%	1.85%	2.04%	2.10%	2.05%	1.94%	1.91%	1.65%	1.70%	1.57%	1.49%	1.42%	1.52%
Marico Ltd.	2.03%	2.03%	1.97%	2.03%	2.09%	2.19%	2.07%	1.95%	1.81%	1.52%	1.56%	1.22%	0.85%
IDFC First Bank Ltd.	2.09%	1.94%	1.87%	1.05%	-	-	-	-	-	-	-	-	-
Trent Limited	-	-	0.21%	0.46%	0.65%	0.78%	1.46%	1.62%	2.15%	2.82%	2.83%	2.99%	3.03%

Name	Type of Instrument	Weight (%)
TREPS	TREPS	2.36%
MF Units	MF Units	1.23%
Margin	Margin	0.52%
Net Receivables	Net Receivables	-0.25%

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NITINPIMPALE
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12 days ago

purchase unit will adjust difference in NAV 10.263 View more

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  purchase unit will adjust difference in NAV 10.263
  
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24 days ago

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  Invest in Stability with Long-Term Growth! 9.41% INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED 2037 ✔️ Coupon: 9.41% ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11y 9m (Maturity: 27/Jul/2037) Secured Bond | PSU Bond | High Return Bond | Listed Enjoy a secure, government-backed investment with steady returns over the long term. ???? Explore on The Fixed Income :https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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shravanashok
MF Investment Help
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75 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

Posted by : shravanashok
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  need your suggestion for sbi psu fund direct growth stay or switch
  
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ravisistla
MF Investment Help
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88 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

Posted by : ravisistla
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  Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know.
  
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sunny85deol
MF Investment Help
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125 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

Posted by : sunny85deol
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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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