3 Year return

27.29%
20222022Jul '22Jul '2220232023Jul '23Jul '2320242024
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,600
Gain
  • 55.78%
  • ₹2,008
  • Total Value
  • ₹5,608

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

Ratings

ARQ Rating
1

Ratings by other agencies

2
3
2

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

Holdings
₹10732.06Crores
Top Holdings% of Asset
Cummins India3.8 %
Kalyan Jewellers3.22 %
Federal Bank3.22 %
Tube Investments3.19 %
Trent3.17 %
Others83.42 %
Other Holdings% of Asset
TREPS3.05 %
Power Fin.Corpn.2.83 %
Fortis Health.2.46 %
Zydus Lifesci.2.13 %
Indian Bank2.05 %
REC Ltd2.04 %
Coromandel Inter2 %
Voltas1.99 %
Lupin1.95 %
Oberoi Realty1.95 %
Shriram Finance1.93 %
Torrent Power1.88 %
Sundaram Liquid Fund - Direct (G)1.86 %
Bharat Electron1.82 %
Persistent Sys1.69 %
Grindwell Norton1.67 %
Max Financial1.51 %
Polycab India1.5 %
Delhivery1.48 %
TVS Holdings1.46 %
Chalet Hotels1.44 %
PB Fintech.1.41 %
AU Small Finance1.38 %
Alkem Lab1.38 %
H P C L1.37 %
Dalmia BharatLtd1.33 %
Jindal Steel1.3 %
Container Corpn.1.29 %
Max Healthcare1.26 %
Schaeffler India1.25 %
B H E L1.24 %
Jubilant Food.1.23 %
Guj.St.Petronet1.22 %
Union Bank (I)1.21 %
Info Edg.(India)1.2 %
Cams Services1.2 %
ZF Commercial1.17 %
Mphasis1.14 %
Coforge1.12 %
United Breweries1.1 %
Hatsun Agro1.03 %
Astral1 %
Cholaman.Inv.&Fn1 %
AAVAS Financiers0.93 %
TVS Motor Co.0.91 %
Laurus Labs0.89 %
M & M Fin. Serv.0.87 %
Supreme Inds.0.85 %
CG Power & Indu.0.84 %
Chola Financial0.81 %
Devyani Intl.0.8 %
Uno Minda0.77 %
Biocon0.72 %
J K Cements0.71 %
P I Industries0.7 %
Kajaria Ceramics0.66 %
I R C T C0.66 %
Sona BLW Precis.0.6 %
APL Apollo Tubes0.59 %
Apollo Tyres0.57 %
Kansai Nerolac0.56 %
Star Health Insu0.54 %
Navin Fluo.Intl.0.51 %
Sanofi India0.47 %
Tata Elxsi0.42 %
Bharti Hexacom0.29 %
Balkrishna Inds0.19 %
Metro Brands0.14 %
Prestige Estates0.11 %
Deepak Nitrite0.03 %
Sundaram Clayton0 %
Net CA & Others-0.24 %

Sundaram Mutual Fund Managers

SB

S Bharath

Fund Manager since Nov 2012

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 124
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

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
Email 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.

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FAQs

What is today's NAV of Sundaram Mid Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Mid Cap Fund May 29 2024 is 1302.0688