Sundaram Mid Cap Fund Regular IDCW

Equity
Mid Cap
Very High Risk
Payout
24.21%
3Y annualised
+0.48% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Oct 2024₹70.66
Min. SIP amountNot Supported
Rating3
Fund size₹13,129.32Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns54.4%24.2%27.1%25.0%
Category average47.6%21.5%28.9%NA
Rank with in category9720NA
Understand terms

Holdings (82)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity4.02%
Capital GoodsEquity3.47%
ServicesEquity3.40%
AutomobileEquity3.07%
FinancialEquity3.06%
ChemicalsEquity2.45%
HealthcareEquity2.45%
FinancialEquity2.36%
TechnologyEquity2.06%
FinancialEquity2.03%
See All

Expense ratio, exit load and tax

Expense ratio: 1.70%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Bharath S.
Feb 2021 - Present
View details

Ratish Varier
Feb 2021 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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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