| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.19% |
| NAV | ₹27.99 (07 Jul 2020) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹4,482 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tata Consumer Products Ltd. | FMCG | Equity | 5.2% |
| The Ramco Cements Ltd. | Construction | Equity | 4.5% |
| Trent Ltd. | Services | Equity | 4.4% |
| Honeywell Automation India Ltd. | Engineering | Equity | 3.9% |
| Whirlpool Of India Ltd. | Cons Durable | Equity | 3.3% |
| Indraprastha Gas Ltd. | Energy | Equity | 3.0% |
| Varun Beverages Ltd. | FMCG | Equity | 2.9% |
| Wabco India Ltd. | Automobile | Equity | 2.8% |
| Cummins India Ltd. | Engineering | Equity | 2.5% |
| Timken India Ltd. | Engineering | Equity | 2.4% |
Sundaram Mid Cap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Mid Cap Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹4,482 Cr and the Latest NAV as of 07 Jul 2020 is ₹27.99.
The Sundaram Mid Cap Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.
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.