Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
24.86%
3Y annualised
-2.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2024₹1,468.06
Min. SIP amount₹100
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 returns49.9%24.9%26.2%19.9%
Category average41.5%21.0%26.9%NA
Rank with in category9718NA
Understand terms

Holdings (82)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity4.02%
Capital GoodsEquity3.47%
ServicesEquity3.40%
AutomobileEquity3.07%
FinancialEquity3.06%
ChemicalsEquity2.45%
HealthcareEquity2.45%
FinancialEquity2.36%
TechnologyEquity2.06%
FinancialEquity2.03%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Lower expense ratio: 0.87%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher alpha: 2.85 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

Cons

5Y annualised returns lower than category average by 0.75%

Expense ratio, exit load and tax

Expense ratio: 0.87%

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

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

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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