Sundaram Mid Cap Fund Regular IDCW

Equity
Mid Cap
Very High Risk
Payout
29.03%
3Y annualised
+1.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Mar 2023₹40.62
Min. SIP amountNot Supported
Rating2
Fund size₹7,048.79Cr

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 returns2.2%29.0%7.4%22.9%
Category average1.2%32.8%11.0%NA
Rank with in category132120NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
Schaeffler India Ltd.Capital GoodsEquity3.9%
The Federal Bank Ltd.FinancialEquity3.7%
Shriram Finance LtdFinancialEquity2.5%
Persistent Systems Ltd.TechnologyEquity2.5%
Navin Fluorine International Ltd.ChemicalsEquity2.5%
Cummins India Ltd.Capital GoodsEquity2.4%
Grindwell Norton Ltd.Metals & MiningEquity2.4%
Coromandel International Ltd.ChemicalsEquity2.3%
Tube Investments Of India Ltd.AutomobileEquity2.3%
Varun Beverages Ltd.Consumer StaplesEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.87%

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

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.

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

S Bharath
Feb 2021 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
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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