Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
27.54%
3Y annualised
+0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹1,300.84
Min. SIP amount₹100
Rating3
Fund size₹10,732.06Cr

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 returns59.4%27.5%22.1%19.4%
Category average56.6%25.2%24.1%NA
Rank with in category11818NA
Understand terms

Holdings (75)

NameSectorInstrumentAssets
Capital GoodsEquity3.80%
FinancialEquity3.22%
Consumer DiscretionaryEquity3.22%
AutomobileEquity3.19%
ServicesEquity3.17%
FinancialEquity2.83%
HealthcareEquity2.46%
HealthcareEquity2.13%
FinancialEquity2.05%
FinancialEquity2.04%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Lower expense ratio: 0.91%
5Y and 10Y annualised returns lower than category average
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.91%

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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

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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