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| NAV: 12 Dec 2024 | ₹1,534.30 |
| 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 | 40.4% | 26.4% | 26.9% | 20.1% |
| Category average | 35.0% | 22.3% | 27.5% | NA |
| Rank with in category | 13 | 8 | 18 | NA |
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Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 64.9% | 37.1% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 4 | 35.3% | 28.8% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 37.0% | 27.5% | 35,208.97 |
Quant Mid Cap Fund Direct Growth | 5 | 27.8% | 24.5% | 9,500.70 |
Kotak Emerging Equity Fund Direct Growth | 4 | 42.0% | 24.5% | 52,626.72 |
Holdings (83)
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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 0.56%
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
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