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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Mid Cap Fund Direct Growth

Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
17.30%
3Y annualised
-2.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹751.04
Min. SIP amount₹100
Rating1
Fund size₹7,352.26Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.1%17.3%12.7%17.5%
Category average72.8%17.0%15.6%NA
Rank with in category222320NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
TechnologyEquity3.9%
MetalsEquity3.0%
EngineeringEquity2.9%
HealthcareEquity2.9%
FinancialEquity2.7%
DiversifiedEquity2.5%
ChemicalsEquity2.5%
Consumer DurableEquity2.4%
TextilesEquity2.3%
EngineeringEquity2.2%
See All

Pros and cons

Category: Equity Mid Cap

Pros

3Y annualised returns higher than category average by 0.82%
Lower expense ratio: 0.7%

Cons

Higher AUM: 7352Cr. Funds with a higher AUM tend to have lower returns in the future
1Y and 5Y annualised returns lower than category average
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.70%

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

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.

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

S Bharath
Feb 2021 - Present
View details
Ratish Varier
Feb 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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