Sundaram Mid Cap Fund Regular Growth

Equity
Mid Cap
Very High Risk
19.22%
3Y annualised
-1.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹749.85
Min. SIP amountNot Supported
Rating2
Fund size₹7,514.61Cr

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 returns4.2%19.2%8.8%23.7%
Category average1.9%24.2%12.5%NA
Rank with in category82218NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
Schaeffler India Ltd.Capital GoodsEquity4.0%
Grindwell Norton Ltd.Metals & MiningEquity3.1%
The Federal Bank Ltd.FinancialEquity3.1%
Varun Beverages Ltd.Consumer StaplesEquity3.0%
SRF Ltd.DiversifiedEquity2.8%
Page Industries Ltd.TextilesEquity2.7%
Navin Fluorine International Ltd.ChemicalsEquity2.6%
Trent Ltd.ServicesEquity2.6%
Bharat Electronics Ltd.Capital GoodsEquity2.5%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity2.5%
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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