Sundaram Mid Cap Fund Institutional Dividend+0.55%

3Groww
-17.15%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Mid Cap Fund Institutional Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.25%
NAV26.3 (23 Aug 2019)
Fund Started02 Jun 2009
Fund Size5,446 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Mid Cap Fund Institutional Dividend
-17.1%
1.9%
9.9%
13.6%
Category Average
-7.8%
6.3%
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
    30
    with -17.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    The Ramco Cements Ltd.ConstructionEquity4.7%
    Trent Ltd.ServicesEquity3.9%
    Honeywell Automation India Ltd.EngineeringEquity3.0%
    Apollo Hospitals Enterprise Ltd.HealthcareEquity2.9%
    Sundaram-Clayton Ltd.AutomobileEquity2.7%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity2.6%
    Federal Bank Ltd.FinancialEquity2.6%
    Cummins India Ltd.EngineeringEquity2.4%
    Indraprastha Gas Ltd.EnergyEquity2.3%
    Whirlpool Of India Ltd.Cons DurableEquity2.2%
    See All

    Fund Managers

    addS Krishna Kumar
    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

    Other Details

    Sundaram Mid Cap Fund Institutional Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jun 2009. S Krishnakumar is the Current Fund Manager of Sundaram Mid Cap Fund Institutional Dividend.The fund currently has an Asset Under Management(AUM) of ₹5,446 Cr and the Latest NAV as of 23 Aug 2019 is ₹26.3.

    The Sundaram Mid Cap Fund Institutional Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    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)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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