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Sundaram Mid Cap Fund - Direct Plan

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

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.91%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 12,465
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.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	33.28%
HSBC Midcap Fund - Direct Plan	1000	1000	29.62%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	33.28%
Axis Midcap Fund - Direct Plan	100	100	25.03%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	28.6%
DSP Midcap Fund - Direct Plan	500	1000	24.55%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	4
Kalyan Jewellers India Ltd	Equity	4
Cummins India Ltd	Equity	4
The Federal Bank Ltd	Equity	3
Tube Investments of India Ltd Ordinary Shares	Equity	3
Trent Ltd	Equity	3
Power Finance Corp Ltd	Equity	2
Coromandel International Ltd	Equity	2
Indian Bank	Equity	2
Lupin Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	4
Cash	0
Mutual Fund - Open End	0
Preferred Stock	0

Sector Allocation(%)

Sector	Percent
Industrials	20
Consumer Cyclical	19
Financial Services	19
Healthcare	11
Basic Materials	9

Fund Manager

S. Bharath

3+ years of experience

Ratish Varier

3+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m