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3 Year return
27.34%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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
| 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 IDCW Reinvestment
The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment by Sundaram Mutual Fund is an open-ended equity mutual fund scheme that invests in a diversified portfolio of mid-cap companies. The fund also offers an IDCW (in-direct cumulative dividend with reinvestment) option, which means that investors can choose to have their dividends reinvested in the fund. Being an open-ended scheme, investors can buy or sell fund units at any time during trading hours.
Investment Objectives of the Scheme
The investment objective of the Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap companies.
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?
The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is a suitable investment for investors who are looking for high potential returns with the ability to take on moderate to high risk. The fund is best suited for investors with a long-term investment horizon of at least 5 years. If you are an investor who is looking for high potential returns with the ability to take on moderate to high risk, and you would like to have your dividends reinvested in the fund, then the Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment can be a good option for you. However, it is important to do your own research before investing in any mutual fund scheme.
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.
