Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Mid Cap Fund Regular Growth

Sundaram Mid Cap Fund Regular Growth

Equity
Mid Cap
Very High Risk
67.61%
1Y return
+0.80% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹663.28
Min. SIP Amount₹100
Rating1star
Fund Size₹6,564.17 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns67.6%10.4%11.1%24.7%
Category average72.8%17.0%15.6%NA
Rank with in category232319NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
Max Financial Services Ltd.FinancialEquity3.3%
The Ramco Cements Ltd.ConstructionEquity3.1%
Cummins India Ltd.EngineeringEquity2.9%
MindTree Ltd.
TechnologyEquity2.9%
Grindwell Norton Ltd.MetalsEquity2.9%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.8%
Navin Fluorine International Ltd.ChemicalsEquity2.7%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.5%
Natco Pharma Ltd.HealthcareEquity2.5%
AU Small Finance Bank Ltd.FinancialEquity2.2%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Age is more than 10 years
  • Lower expense ratio - 1.91%

Cons

  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.91%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Krishnakumar
Nov 2012 - Present
View Details
keyboard_arrow_down
S Bharath
Feb 2021 - Present
View Details
keyboard_arrow_down
Ratish Varier
Feb 2021 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Sundaram Mid Cap Fund Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India