1M
6M
1Y
3Y
5Y
All
| NAV: 06 Sep 2024 | ₹1,383.50 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹12,465.38Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 51.4% | 25.3% | 27.1% | 25.0% |
| Category average | 45.4% | 23.9% | 29.3% | NA |
| Rank with in category | 8 | 11 | 19 | NA |
Understand terms
Holdings (81)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 3.86% |
Cummins India Ltd. | Capital Goods | Equity | 3.83% |
The Federal Bank Ltd. | Financial | Equity | 3.23% |
Tube Investments Of India Ltd. | Automobile | Equity | 3.22% |
Trent Ltd. | Services | Equity | 2.92% |
Power Finance Corporation Ltd. | Financial | Equity | 2.44% |
Coromandel International Ltd. | Chemicals | Equity | 2.37% |
Indian Bank | Financial | Equity | 2.19% |
Lupin Ltd. | Healthcare | Equity | 2.13% |
Oberoi Realty Ltd. | Construction | Equity | 2.08% |
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 investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Bharath S.Feb 2021 - PresentView details
Bharath S.
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 VarierFeb 2021 - PresentView 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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Mid Cap Fund Regular Growth
VS
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