Sundaram Mid Cap Fund Direct Dividend+0.16%

2
-12.12%
1 Year Return
Equity
Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Mid Cap Fund Direct Dividend

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.19%
NAV27.99 (07 Jul 2020)
Fund Started02 Jan 2013
Fund Size4,482 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Mid Cap Fund Direct Dividend
-12.1%
-5.1%
3.1%
12.3%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
22
20
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -12.1% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.19%
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns
    3. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consumer Products Ltd.FMCGEquity5.2%
    The Ramco Cements Ltd.ConstructionEquity4.5%
    Trent Ltd.ServicesEquity4.4%
    Honeywell Automation India Ltd.EngineeringEquity3.9%
    Whirlpool Of India Ltd.Cons DurableEquity3.3%
    Indraprastha Gas Ltd.EnergyEquity3.0%
    Varun Beverages Ltd.FMCGEquity2.9%
    Wabco India Ltd.AutomobileEquity2.8%
    Cummins India Ltd.EngineeringEquity2.5%
    Timken India Ltd.EngineeringEquity2.4%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Sundaram Mid Cap Fund Direct Dividend Details

    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.

    Investment Objective

    The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    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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