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Sundaram Mutual Fund

Sundaram Mid Cap Fund Direct - Growth

NAV
returns change indicator
358.9704
as on 09 Apr 2020, 10:45 PM
10.9449(3.14%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by CRISIL
2
starstarstarstarstar
rated by Value Research

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
76,720
star
78,520
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
21,480
Profit (absolute return)
21.48%
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
26.37%
In the last 6 months
20.24%
In the last 1 year
25.54%
In the last 3 years
21.48%
In the last 5 years
2.34%
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 - Growth
Sundaram Mid Cap Fund Direct - Growth
as of 09 Apr 2020, 10:45 PM
5,952.32 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1.13%
Expense Ratio
Plan
Growth
0.15%
Cash Holding
Benchmark
S&P BSE Mid Cap Total Return Index
Scheme Document
Benchmark
S&P BSE Mid Cap Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 29 Feb 2020
Sort By
Financial
19.76%
1,176.27 Cr
Services
18.92%
1,126.11 Cr
Engineering
12.91%
768.56 Cr
FMCG
9.30%
553.72 Cr
Healthcare
8.86%
527.63 Cr
Chemicals
6.83%
406.84 Cr
Cons Durable
6.60%
393.08 Cr
Construction
4.75%
282.91 Cr
Automobile
4.52%
269.18 Cr
Metals
3.59%
213.90 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 29 Feb 2020
Sort By
Trent Ltd.
5.25%
312.50 Cr
The Ramco Cements Ltd.
4.29%
255.35 Cr
Honeywell Automation India Ltd.
3.64%
216.66 Cr
Apollo Hospitals Enterprise Ltd.
3.27%
194.64 Cr
Varun Beverages Ltd.
2.80%
166.66 Cr
Whirlpool Of India Ltd.
2.76%
164.28 Cr
Aditya Birla Fashion and Retail Ltd.
2.75%
163.69 Cr
Tata Consumer Products Ltd.
2.58%
153.57 Cr
Indraprastha Gas Ltd.
2.38%
141.67 Cr
Federal Bank Ltd.
2.36%
140.47 Cr
View All
View All

About Sundaram Mid Cap Fund Direct - Growth

Sundaram Mid Cap Fund Direct - Growth 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 ₹5,952.32 Crores and the latest NAV decalared is ₹358.970 as on 09 Apr 2020 at 10:45 pm.
Sundaram Mid Cap Fund Direct - Growth scheme return performance in last 1 year is -25.53%, in last 3 years is -21.48% and 106.57% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:5,952.32 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
31,694.90 Cr
AUM
98
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237