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Sundaram Mid Cap Fund Institutional IDCW+0.19%

60.53%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Mid Cap Fund Institutional IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.13%
NAV₹37.98 (24 Jun 2021)
Fund Started02 Jun 2009
Fund Size6,356 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
60.5%
8.8%
12.6%
-17.4%
Category Average
67.4%
8.2%
13.7%
-
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 60.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Lower expense ratio - 1.13089356%
3. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
The Ramco Cements Ltd.ConstructionEquity3.2%
Max Financial Services Ltd.FinancialEquity3.0%
Grindwell Norton Ltd.MetalsEquity2.9%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.8%
MindTree Ltd.TechnologyEquity2.8%
Cummins India Ltd.EngineeringEquity2.7%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.6%
Natco Pharma Ltd.HealthcareEquity2.6%
Navin Fluorine International Ltd.ChemicalsEquity2.4%
Voltas Ltd.Cons DurableEquity2.2%
See All

Fund Managers

S Krishnakumar
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S Bharath
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Ratish Varier
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Sundaram Mid Cap Fund Institutional IDCW Details

Sundaram Mid Cap Fund Institutional IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹6,356 Cr and the Latest NAV as of 24 Jun 2021 is ₹37.98.

The Sundaram Mid Cap Fund Institutional IDCW is rated Very 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
Website
NA
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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