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Sundaram Mid Cap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.90 | 59.36 | 1.72 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.29 | 58.07 | 1.47 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Mid Cap Fund | 35.24% | 26.78% | 19.65% |
| HDFC Mid-Cap Opportunities Fund | 31.09% | 29.50% | 22.26% |
| Kotak Emerging Equity Fund | 36.53% | 25.00% | 22.21% |
| Nippon India Growth Fund | 30.60% | 27.65% | 19.84% |
Price Comparison
Compare Sundaram Mid Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Kalyan Jewellers India Ltd3M change : -0.46 %
Holdings
3.55 %
-0.46 % - Cummins India Ltd3M change : -0.02 %
Holdings
3.45 %
-0.02 % - Federal Bank Ltd3M change : 0.33 %
Holdings
3.39 %
0.33 %
AMC Profile
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,446.77 Cr.
Fund Manager Profile
S. Bharath
AUM: ₹38,511.81 Cr.
|
Exp: 7.11yrs
Ratish Varier
AUM: ₹20,230.72 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
BWHL #Ep25: Debt Fund Factsheet: 5 key details you need to check. How to check #creditrisk
3 years ago•B Wealthy
Value Research Helpline Q&A on 20th February 2021 at 4 pm
3 years ago•Value Research
Are ICICI Prudential Equity & Debt Fund and Sundaram Mid Cap Fund good performers?
5 years ago•Value Research
SIPs are risky even after 10 years of investing! (lessons from my SIP)
5 years ago•freefincal - Prudent DIY Investing
Sundaram Mid cap Fund (select mid cap) Review: A consistent performer
5 years ago•freefincal - Prudent DIY Investing
Sundaram Mid Cap Fund - Mutual Fund Review | Top Mid Cap Mutual Funds 2018
6 years ago•Yadnya Investment Academy
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%