Sundaram Mid Cap Fund Direct IDCW

Equity
Mid Cap
Very High Risk
Payout
26.05%
3Y annualised
+0.78% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Feb 2024₹64.56
Min. SIP amount₹100
Rating3
Fund size₹10,112.24Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.3%26.1%22.1%19.0%
Category average52.2%25.5%23.6%NA
Rank with in category191317NA
Understand terms

Holdings (78)

NameSectorInstrumentAssets
FinancialEquity4.42%
AutomobileEquity3.53%
FinancialEquity3.22%
Capital GoodsEquity3.07%
FinancialEquity2.98%
Consumer DiscretionaryEquity2.89%
ServicesEquity2.68%
HealthcareEquity2.61%
FinancialEquity2.56%
TechnologyEquity2.23%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Lower expense ratio: 0.95%
5Y annualised returns lower than category average by 1.51%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.95%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Ratish Varier
Feb 2021 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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