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Sundaram Mid Cap Fund Direct Growth+0.98%

12.78%
1 Year Return
Equity
Mid Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Mid Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.14%
NAV₹571.07 (20 Jan 2021)
Fund Started02 Jan 2013
Fund Size5,926 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.8%
0.8%
12.6%
15.8%
Category Average
24.9%
5.3%
14.5%
-
Rank Within Category
25
21
17
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 12.8% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.16%
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
4. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
5. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
The Ramco Cements Ltd.ConstructionEquity4.2%
Trent Ltd.ServicesEquity3.3%
Cummins India Ltd.EngineeringEquity2.9%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.8%
Whirlpool Of India Ltd.Cons DurableEquity2.7%
Natco Pharma Ltd.HealthcareEquity2.7%
Max Financial Services Ltd.FinancialEquity2.4%
Honeywell Automation India Ltd.EngineeringEquity2.4%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.3%
Emami Ltd.FMCGEquity2.3%
See All

Fund Managers

S Krishnakumar
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Sundaram Mid Cap Fund Direct Growth Details

Sundaram Mid Cap Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,926 Cr and the Latest NAV as of 20 Jan 2021 is ₹571.07.

The Sundaram Mid Cap Fund Direct Growth 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 scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

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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