Sundaram Mid Cap Fund Institutional Dividend+0.53%

3Groww
2.63%
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%
NAV27.16 (11 Oct 2019)
Fund Started02 Jun 2009
Fund Size5,723 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Mid Cap Fund Institutional Dividend
2.6%
1.5%
9.9%
13.9%
Category Average
0.6%
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 2.6% 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.ServicesEquity4.0%
    Apollo Hospitals Enterprise Ltd.HealthcareEquity3.3%
    Honeywell Automation India Ltd.EngineeringEquity3.3%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity2.6%
    Indraprastha Gas Ltd.EnergyEquity2.6%
    Federal Bank Ltd.FinancialEquity2.3%
    Sundaram-Clayton Ltd.AutomobileEquity2.3%
    City Union Bank Ltd.FinancialEquity2.2%
    Whirlpool Of India Ltd.Cons DurableEquity2.2%
    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

    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 ₹5,723 Cr and the Latest NAV as of 11 Oct 2019 is ₹27.16.

    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
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    + ₹1,000
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