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3 Year return

27.34%
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
Top Holdings% of Asset
Cummins India Ltd3.80%
Kalyan Jewellers India Ltd3.22%
Federal Bank Ltd3.22%
Tube Investments of India Ltd3.19%
Others86.57%
Other Holdings% of Asset
Power Finance Corporation Ltd2.83%
Fortis Healthcare Ltd2.46%
Zydus Lifesciences Ltd2.13%
Indian Bank2.05%
REC Ltd2.04%
Coromandel International Ltd2.00%
Voltas Ltd1.99%
Lupin Ltd1.95%
Oberoi Realty Ltd1.95%
Shriram Finance Ltd1.93%
Torrent Power Ltd1.88%
Bharat Electronics Ltd1.82%
Persistent Systems Ltd1.69%
Grindwell Norton Ltd1.67%
Max Financial Services Ltd1.51%
Polycab India Ltd1.50%
Delhivery Ltd1.48%
TVS Holdings Ltd1.46%
Chalet Hotels Ltd1.44%
PB Fintech Ltd1.41%
AU Small Finance Bank Ltd1.38%
Alkem Laboratories Ltd1.38%
Hindustan Petroleum Corporation Ltd1.37%
Dalmia Bharat Ltd1.33%
Jindal Steel & Power Ltd1.30%
Container Corporation Of India Ltd1.29%
Max Healthcare Institute Ltd1.26%
Schaeffler India Ltd1.25%
Bharat Heavy Electricals Ltd1.24%
Jubilant Foodworks Ltd1.23%
Gujarat State Petronet Ltd1.22%
Union Bank of India1.21%
Info Edge (India) Ltd1.20%
Computer Age Management Services Ltd1.20%
ZF Commercial Vehicle Control System India Ltd1.17%
Mphasis Ltd1.14%
Coforge Ltd1.12%
United Breweries Ltd1.10%
Hatsun Agro Product Ltd1.03%
Astral Ltd1.00%
Cholamandalam Investment & Finance Company Ltd1.00%
AAVAS Financiers Ltd0.93%
TVS Motor Company Ltd0.91%
Laurus Labs Ltd0.89%
Mahindra & Mahindra Financial Services Ltd0.87%
Supreme Industries Ltd0.85%
CG Power & Industrial Solutions Ltd0.84%
Cholamandalam Financial Holdings Ltd0.81%
Devyani International Ltd0.80%
Uno Minda Ltd0.77%
Biocon Ltd0.72%
J K Cements Ltd0.71%
P I Industries Ltd0.70%
Kajaria Ceramics Ltd0.66%
Indian Railway Catering & Tourism Corporation Ltd0.66%
Sona BLW Precision Forgings Ltd0.60%
APL Apollo Tubes Ltd0.59%
Apollo Tyres Ltd0.57%
Kansai Nerolac Paints Ltd0.56%
Star Health & Allied Insurance Company Ltd0.54%
Navin Fluorine International Ltd0.51%
Sanofi India Ltd0.47%
Tata Elxsi Ltd0.42%
Bharti Hexacom Ltd0.29%
Balkrishna Industries Ltd0.19%
Metro Brands Ltd0.14%
Prestige Estates Projects Ltd0.11%
Deepak Nitrite Ltd0.03%
Sundaram Clayton Ltd0.00%

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 IDCW Payout

Sundaram Mid Cap Fund Direct Plan IDCW Payout is an actively managed mid-cap equity fund managed by Sundaram Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a payout option, which means that investors will receive dividends on a regular basis.

Investment Objectives of the Scheme

The investment objective of Sundaram Mid Cap Fund Direct Plan IDCW Payout is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap stocks. The fund seeks to achieve its objective by investing in a mix of mid-cap stocks that are expected to grow at a faster pace than the overall market.

Key Features of The Fund

5-year return 21.46%
Expense Ratio 0.92%
Fund Manager S Bharath
Fund Size ₹10732.06 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Sundaram Mid Cap Fund Direct Plan IDCW Payout is a good option for investors who are looking for a growth-oriented investment with the potential for high returns. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.

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 Direct Plan IDCW Payout?

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 Direct Plan IDCW Payout on May 29 2024, is ₹70.652

What is the AUM of Sundaram Mid Cap Fund Direct Plan IDCW Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Mid Cap Fund Direct Plan IDCW Payout, is ₹10732.06 crore.

What is the expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Payout is 0.92%

What are the returns of Sundaram Mid Cap Fund Direct Plan IDCW Payout since inception?

The Sundaram Mid Cap Fund Direct Plan IDCW Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 19.22 since inception.

What is the minimum SIP amount to invest in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Mid Cap Fund Direct Plan IDCW Payout is ₹100.

How do I invest in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Sundaram Mid Cap Fund Direct Plan IDCW Payout?

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 Direct Plan IDCW Payout on May 29 2024, is ₹70.652

What is the AUM of Sundaram Mid Cap Fund Direct Plan IDCW Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Mid Cap Fund Direct Plan IDCW Payout, is ₹10732.06 crore.

What is the expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Payout is 0.92%

What are the returns of Sundaram Mid Cap Fund Direct Plan IDCW Payout since inception?

The Sundaram Mid Cap Fund Direct Plan IDCW Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 19.22 since inception.

What is the minimum SIP amount to invest in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Mid Cap Fund Direct Plan IDCW Payout is ₹100.

How do I invest in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Mid Cap Fund Direct Plan IDCW Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.