1M
6M
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| NAV: 13 May 2024 | ₹1,238.22 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| 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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 51.8% | 26.8% | 22.2% | 19.0% |
| Category average | 49.4% | 24.2% | 24.1% | NA |
| Rank with in category | 11 | 6 | 18 | NA |
Understand terms
Holdings (73)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Cummins India Ltd. | Capital Goods | Equity | 3.64% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 3.48% |
The Federal Bank Ltd. | Financial | Equity | 3.36% |
Tube Investments Of India Ltd. | Automobile | Equity | 3.33% |
Power Finance Corporation Ltd. | Financial | Equity | 3.24% |
Trent Ltd. | Services | Equity | 3.01% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.47% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 2.36% |
REC Ltd. | Financial | Equity | 2.28% |
Oberoi Realty Ltd. | Construction | Equity | 2.12% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Cons
Lower expense ratio: 0.92%
5Y annualised returns lower than category average by 1.86%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Expense ratio, exit load and tax
Expense ratio: 0.92%
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
S BharathFeb 2021 - PresentView details
S Bharath
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Ratish VarierFeb 2021 - PresentView details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Mid Cap Fund Direct Growth
VS
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