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Sundaram Mid Cap Fund Institutional Dividend-0.85%

11.59%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Mid Cap Fund Institutional Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.18%
NAV₹32.72 (22 Jan 2021)
Fund Started02 Jun 2009
Fund Size5,926 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.6%
0.3%
11.7%
-17.4%
Category Average
22.9%
4.6%
13.6%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 11.6% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
The Ramco Cements Ltd.ConstructionEquity3.4%
Sundaram-Clayton Ltd.AutomobileEquity3.1%
Whirlpool Of India Ltd.Cons DurableEquity3.0%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.8%
Cummins India Ltd.EngineeringEquity2.6%
Max Financial Services Ltd.FinancialEquity2.5%
Natco Pharma Ltd.HealthcareEquity2.5%
Trent Ltd.ServicesEquity2.5%
Honeywell Automation India Ltd.EngineeringEquity2.2%
Voltas Ltd.Cons DurableEquity2.2%
See All

Fund Managers

S Krishnakumar
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Sundaram Mid Cap Fund Institutional Dividend Details

Sundaram Mid Cap Fund Institutional Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jun 2009. S Krishnakumar is the Current Fund Manager of Sundaram Mid Cap Fund Institutional Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹5,926 Cr and the Latest NAV as of 22 Jan 2021 is ₹32.72.

The Sundaram Mid Cap Fund Institutional Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. 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)

Not Supported
Min for First Investment
Not Supported
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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