3 Year return
27.29%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹10732.06 Cr.
Expense Ratio
0.92% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Top Holdings | % of Asset |
---|---|
Cummins India | 3.8 % |
Kalyan Jewellers | 3.22 % |
Federal Bank | 3.22 % |
Tube Investments | 3.19 % |
Trent | 3.17 % |
Others | 83.42 % |
Other Holdings | % of Asset |
---|---|
TREPS | 3.05 % |
Power Fin.Corpn. | 2.83 % |
Fortis Health. | 2.46 % |
Zydus Lifesci. | 2.13 % |
Indian Bank | 2.05 % |
REC Ltd | 2.04 % |
Coromandel Inter | 2 % |
Voltas | 1.99 % |
Lupin | 1.95 % |
Oberoi Realty | 1.95 % |
Shriram Finance | 1.93 % |
Torrent Power | 1.88 % |
Sundaram Liquid Fund - Direct (G) | 1.86 % |
Bharat Electron | 1.82 % |
Persistent Sys | 1.69 % |
Grindwell Norton | 1.67 % |
Max Financial | 1.51 % |
Polycab India | 1.5 % |
Delhivery | 1.48 % |
TVS Holdings | 1.46 % |
Chalet Hotels | 1.44 % |
PB Fintech. | 1.41 % |
AU Small Finance | 1.38 % |
Alkem Lab | 1.38 % |
H P C L | 1.37 % |
Dalmia BharatLtd | 1.33 % |
Jindal Steel | 1.3 % |
Container Corpn. | 1.29 % |
Max Healthcare | 1.26 % |
Schaeffler India | 1.25 % |
B H E L | 1.24 % |
Jubilant Food. | 1.23 % |
Guj.St.Petronet | 1.22 % |
Union Bank (I) | 1.21 % |
Info Edg.(India) | 1.2 % |
Cams Services | 1.2 % |
ZF Commercial | 1.17 % |
Mphasis | 1.14 % |
Coforge | 1.12 % |
United Breweries | 1.1 % |
Hatsun Agro | 1.03 % |
Astral | 1 % |
Cholaman.Inv.&Fn | 1 % |
AAVAS Financiers | 0.93 % |
TVS Motor Co. | 0.91 % |
Laurus Labs | 0.89 % |
M & M Fin. Serv. | 0.87 % |
Supreme Inds. | 0.85 % |
CG Power & Indu. | 0.84 % |
Chola Financial | 0.81 % |
Devyani Intl. | 0.8 % |
Uno Minda | 0.77 % |
Biocon | 0.72 % |
J K Cements | 0.71 % |
P I Industries | 0.7 % |
Kajaria Ceramics | 0.66 % |
I R C T C | 0.66 % |
Sona BLW Precis. | 0.6 % |
APL Apollo Tubes | 0.59 % |
Apollo Tyres | 0.57 % |
Kansai Nerolac | 0.56 % |
Star Health Insu | 0.54 % |
Navin Fluo.Intl. | 0.51 % |
Sanofi India | 0.47 % |
Tata Elxsi | 0.42 % |
Bharti Hexacom | 0.29 % |
Balkrishna Inds | 0.19 % |
Metro Brands | 0.14 % |
Prestige Estates | 0.11 % |
Deepak Nitrite | 0.03 % |
Sundaram Clayton | 0 % |
Net CA & Others | -0.24 % |
Sundaram Mutual Fund Managers
SB
S Bharath
Fund Manager since Nov 2012
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout |
37.32% |
4.5 |
Quant Mid Cap Fund IDCW Direct Plan Payout |
34.75% |
4 |
Mahindra Manulife Mid Cap Fund Direct Plan IDCW Payout |
29.43% |
2 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Mid Cap Fund Direct Plan Growth
The Sundaram Mid Cap Fund — Direct Plan Growth is an open-ended equity scheme offered by Sundaram Mutual. It focuses primarily on investing in mid-cap stocks, which rank from positions 101 to 250 in order of market capitalisation. The fund selects high-growth stocks in this category and aims to outperform the Nifty Mid Cap 150 TRI and the Nifty Mid Cap 100 TRI, which are its Tier I and Tier II benchmarks, respectively. In addition to its focused investments in the mid-cap segment, the Sundaram Mid Cap Fund — Direct Plan Growth also has the flexibility to invest in other equity segments, fixed income and money market instruments, REITs and InvITs and overseas securities.
Investment Objective of the Scheme
The aim of the Sundaram Mid Cap Fund Direct Plan Growth is to leverage the growth potential of fundamentally strong stocks from the mid-cap segment to achieve long-term capital appreciation. The fund’s strategy involves using a bottom-up approach to identify and invest in mid-cap stocks that exhibit strong growth potential at a reasonable valuation.
Key Features of The Fund
5-year return | 21.59% |
Expense Ratio | 0.92% |
Fund Manager | S Bharath |
Fund Size | ₹10732.06 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Sundaram Mid Cap Fund Direct Plan Growth may be a suitable investment option if you have tolerance toward high risk and increased market volatility. Also, you may consider this fund if you wish to increase exposure to the equity mid-cap segment without diluting the diverse nature of your portfolio. On the other hand, the fund may not be an appropriate addition to your portfolio if you have a non-aggressive risk profile or prefer to diversify across market capitalisations.
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.