Sundaram Mid Cap Fund Institutional Dividend+0.48%

3
-11.11%
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 Ratio1.25%
NAV24.16 (09 Jul 2020)
Fund Started02 Jun 2009
Fund Size4,482 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Mid Cap Fund Institutional Dividend
-11.1%
-5.1%
3.5%
12.0%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -11.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consumer Products Ltd.FMCGEquity5.2%
    The Ramco Cements Ltd.ConstructionEquity4.5%
    Trent Ltd.ServicesEquity4.4%
    Honeywell Automation India Ltd.EngineeringEquity3.9%
    Whirlpool Of India Ltd.Cons DurableEquity3.3%
    Indraprastha Gas Ltd.EnergyEquity3.0%
    Varun Beverages Ltd.FMCGEquity2.9%
    Wabco India Ltd.AutomobileEquity2.8%
    Cummins India Ltd.EngineeringEquity2.5%
    Timken India Ltd.EngineeringEquity2.4%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    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 ₹4,482 Cr and the Latest NAV as of 09 Jul 2020 is ₹24.16.

    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 objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

    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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