Sundaram Mid Cap Fund Regular Growth-1.18%

3Groww
-18.29%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Mid Cap Fund Regular Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.03%
NAV451.04 (08 Jul 2019)
Fund Started29 Jul 2002
Fund Size5,446 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Mid Cap Fund Regular Growth
-18.3%
1.1%
9.1%
24.3%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -18.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    The Ramco Cements Ltd.Cement & Cement ProductsEquity3.7%
    Exide Industries Ltd.AutomobileEquity3.2%
    Honeywell Automation India Ltd.Industrial ManufacturingEquity3.2%
    Trent Ltd.Consumer GoodsEquity3.0%
    Mahindra CIE Automotive Ltd.Industrial ManufacturingEquity3.0%
    Sundaram Clayton Ltd.AutomobileEquity3.0%
    Schaeffler India Ltd.Industrial ManufacturingEquity2.7%
    Apollo Hospitals Enterprise Ltd.Healthcare ServicesEquity2.6%
    Cummins India Ltd.Industrial ManufacturingEquity2.6%
    Aditya Birla Fashion & Retail Ltd.Consumer GoodsEquity2.5%
    See All

    Fund Managers

    addS Krishna Kumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Other Details

    Sundaram Mid Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 29 Jul 2002. S Krishnakumar is the Current Fund Manager of Sundaram Mid Cap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹5,446 Cr and the Latest NAV as of 08 Jul 2019 is ₹451.04.

    The Sundaram Mid Cap Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    NA
    Email
    NA
    Website
    NA
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