Sundaram Mid Cap Fund Regular Growth

Equity
Mid Cap
Very High Risk
25.19%
3Y annualised
+0.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Nov 2024₹1,360.55
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 returns39.1%25.2%24.4%24.6%
Category average33.6%22.4%26.2%NA
Rank with in category7618NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
62.2%35.9%18,604.02
4
36.0%26.7%35,208.97
5
27.6%24.4%9,500.70
4
39.6%23.8%52,626.72
4
24.6%19.1%22,338.38

Holdings (83)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity3.75%
Capital GoodsEquity3.34%
FinancialEquity3.30%
ServicesEquity2.99%
AutomobileEquity2.52%
HealthcareEquity2.46%
ChemicalsEquity2.36%
FinancialEquity2.31%
HealthcareEquity2.30%
ConstructionEquity2.21%
TechnologyEquity2.11%
FinancialEquity1.86%
EnergyEquity1.71%
ServicesEquity1.67%
HealthcareEquity1.56%
HealthcareEquity1.54%
AutomobileEquity1.50%
ServicesEquity1.43%
EnergyEquity1.42%
HealthcareEquity1.32%
Capital GoodsEquity1.31%
ServicesEquity1.30%
ServicesEquity1.29%
ServicesEquity1.26%
FinancialEquity1.26%
Metals & MiningEquity1.24%
TechnologyEquity1.23%
FinancialEquity1.22%
Consumer StaplesEquity1.22%
ConstructionEquity1.21%
ServicesEquity1.20%
Consumer StaplesEquity1.19%
ServicesEquity1.19%
FinancialEquity1.17%
AutomobileEquity1.14%
FinancialEquity1.14%
Capital GoodsEquity1.13%
ChemicalsEquity1.10%
Capital GoodsEquity1.10%
FinancialEquity1.09%
Capital GoodsEquity1.00%
Metals & MiningEquity0.99%
TechnologyEquity0.98%
Consumer DiscretionaryEquity0.96%
AutomobileEquity0.94%
AutomobileEquity0.89%
Consumer StaplesEquity0.88%
Capital GoodsEquity0.87%
FinancialEquity0.87%
ConstructionEquity0.83%
FinancialEquity0.83%
FinancialEquity0.83%
AutomobileEquity0.80%
Capital GoodsEquity0.77%
ChemicalsEquity0.77%
EnergyEquity0.76%
ChemicalsEquity0.75%
HealthcareEquity0.75%
CommunicationEquity0.74%
ConstructionEquity0.73%
ChemicalsEquity0.72%
ServicesEquity0.71%
FinancialEquity0.70%
ServicesEquity0.70%
AutomobileEquity0.59%
Consumer DiscretionaryEquity0.57%
AutomobileEquity0.54%
Metals & MiningEquity0.50%
ChemicalsEquity0.49%
HealthcareEquity0.44%
AutomobileEquity0.42%
Sundaram Liquid Direct-Growth
NAMutual Fund0.42%
InsuranceEquity0.41%
TechnologyEquity0.39%
CommunicationEquity0.38%
ChemicalsEquity0.37%
ServicesEquity0.33%
HealthcareEquity0.33%
HealthcareEquity0.32%
Capital GoodsEquity0.29%
ConstructionEquity0.28%
HealthcareEquity0.24%
EnergyEquity0.14%
See All

Expense ratio, exit load and tax

Expense ratio: 1.74%

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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