Share Fund
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in diversified stocks that are generally termed as mid-caps
| Scheme Class | Equity |
| Scheme Category | Mid-Cap |
| Expense Ratio | 0.91% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 7,473 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 100 |
| Benchmark Type | S&P BSE Midcap TR INR |
| Exit Load | Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days. |
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 26.58% |
HSBC Midcap Fund - Direct Plan | 1000 | 1000 | 19.12% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 26.58% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 22.27% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 27.03% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 17.98% |
| Company | Holding Type | Asset(%) |
|---|---|---|
The Federal Bank Ltd | Equity | 3 |
Schaeffler India Ltd | Equity | 3 |
Axis Bank Ltd | Equity | 3 |
Trent Ltd | Equity | 3 |
Varun Beverages Ltd | Equity | 3 |
Grindwell Norton Ltd | Equity | 3 |
SRF Ltd | Equity | 3 |
Crompton Greaves Consumer Electricals Ltd | Equity | 2 |
Treps | Cash - Repurchase Agreement | 2 |
Page Industries Ltd | Equity | 2 |
| Asset | Percent |
|---|---|
Equity | 96 |
Cash - Repurchase Agreement | 2 |
Cash | 1 |
| Sector | Percent |
|---|---|
Financial Services | 24 |
Consumer Cyclical | 23 |
Industrials | 15 |
Basic Materials | 11 |
Healthcare | 7 |
Fund Manager
S. Bharath
1+ years of experience
Ratish Varier
1+ years of experience
About
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
