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Sundaram Mutual Fund

Sundaram Mid Cap Fund Direct-Dividend

NAV
returns change indicator
32.2996
as on 18 Oct 2019, 08:40 PM
0.4543(1.43%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
25th of Every Month
Invest via SIP

Investment Performance

would have given a return of
110,871
star
121,647
star
105,007
star
107,305
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
7,305
Profit (absolute return)
7.31%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
0.39%
In the last 6 months
4.37%
In the last 1 year
3.67%
In the last 3 years
7.31%
In the last 5 years
70.90%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Mid Cap Fund Direct-Dividend
Sundaram Mid Cap Fund Direct-Dividend
as of 18 Oct 2019, 08:40 PM
5,723.11 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.14%
Expense Ratio
Plan
Dividend
2.64%
Cash Holding
Benchmark
S&P BSE Mid Cap Total Return Index
Scheme Document
Benchmark
S&P BSE Mid Cap Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Financial
21.80%
1,247.60 Cr
Services
14.37%
822.69 Cr
Engineering
13.73%
785.56 Cr
FMCG
7.92%
453.08 Cr
Healthcare
7.86%
449.84 Cr
Cons Durable
6.27%
358.92 Cr
Chemicals
6.04%
345.73 Cr
Construction
5.30%
303.41 Cr
Automobile
4.87%
278.80 Cr
Metals
4.14%
236.97 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
The Ramco Cements Ltd.
4.58%
262.12 Cr
Trent Ltd.
3.93%
224.92 Cr
Honeywell Automation India Ltd.
3.59%
205.46 Cr
Apollo Hospitals Enterprise Ltd.
2.89%
165.40 Cr
Aditya Birla Fashion and Retail Ltd.
2.64%
151.09 Cr
Whirlpool Of India Ltd.
2.63%
150.52 Cr
Federal Bank Ltd.
2.59%
148.23 Cr
Indraprastha Gas Ltd.
2.54%
145.37 Cr
Schaeffler India Ltd.
2.52%
144.22 Cr
Sundaram-Clayton Ltd.
2.50%
143.08 Cr
View All
View All

About Sundaram Mid Cap Fund Direct-Dividend

Sundaram Mid Cap Fund Direct-Dividend is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager S Krishnakumar. It has an AUM of ₹5,723.11 Crores and the latest NAV decalared is ₹32.300 as on 18 Oct 2019 at 8:40 pm.
Sundaram Mid Cap Fund Direct-Dividend scheme return performance in last 1 year is 3.67%, in last 3 years is 7.31% and 166.69% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:5,723.11 Cr
Category:Equity: Mid Cap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
30,273.69 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237