Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Mid Cap Fund Institutional IDCW

Sundaram Mid Cap Fund Institutional IDCW

Equity
Mid Cap
Very High Risk
64.91%
1Y return
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2021₹40.17
Min. SIP amountNA
Rating3star
Fund size₹6,925.99 Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns64.9%15.2%12.4%16.3%
Category average72.8%17.0%15.6%NA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (60)

NameSectorInstrumentAssets
MindTree Ltd.
TechnologyEquity3.6%
HealthcareEquity3.3%
FinancialEquity3.2%
EngineeringEquity2.9%
MetalsEquity2.8%
ChemicalsEquity2.8%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.6%
ConstructionEquity2.6%
EngineeringEquity2.5%
ServicesEquity2.5%
See All

Pros and cons

info
Category: Equity Mid Cap
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Pros

Age is more than 10 years
Lower expense ratio - 1.13089356%
10Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.13%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Krishnakumar
Nov 2012 - Present
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S Bharath
Feb 2021 - Present
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Ratish Varier
Feb 2021 - Present
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Fund house & investment objective

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Fund house contact details

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