1M
6M
1Y
3Y
5Y
All
| NAV: 13 Dec 2024 | ₹1,530.77 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹13,129.32Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 38.4% | 26.3% | 26.7% | 20.1% |
| Category average | 33.7% | 22.3% | 27.3% | NA |
| Rank with in category | 12 | 8 | 18 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 64.4% | 36.9% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 4 | 34.2% | 28.8% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 35.4% | 27.4% | 35,208.97 |
Kotak Emerging Equity Fund Direct Growth | 4 | 41.5% | 24.6% | 52,626.72 |
Quant Mid Cap Fund Direct Growth | 5 | 27.3% | 24.5% | 9,500.70 |
Holdings (83)
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.9%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher alpha: 3.74
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Cons
5Y annualised returns lower than category average by 0.55%
Expense ratio, exit load and tax
Expense ratio: 0.90%
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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
Bharath S.Feb 2021 - PresentView details
Bharath S.
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Ratish VarierFeb 2021 - PresentView details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Mid Cap Fund Direct Growth
VS
Add mutual fund to compare
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ