Sundaram Mid Cap - Direct Plan
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
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 Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
S&P BSE Mid Cap
Scheme AUM (in Crs.)
₹ 6162.8
Expense Ratio
1.17%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Mid-Cap |
| Benchmark Type | S&P BSE Mid Cap |
| Scheme AUM (in Crs.) | ₹ 6162.8 |
| Expense Ratio | 1.17% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 30497 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Ramco Cements Ltd
Equity
4
Trent Ltd
Equity
3
Aditya Birla Fashion and Retail Ltd
Equity
3
Honeywell Automation India Ltd
Equity
3
Schaeffler India Ltd
Equity
3
Apollo Hospitals Enterprise Ltd
Equity
2
RBL Bank Ltd
Equity
2
Sundaram Clayton Ltd
Equity
2
Cummins India Ltd
Equity
2
Indraprastha Gas Ltd
Equity
2
Asset Allocation(%)
Equity
99
Mutual Fund - Open End
1
Cash
1
Cash - Collateral
0
Sector Allocation(%)
Sector
Percent
Diversified Industrials
12
Banks - Regional - Asia
10
Auto Parts
8
Building Materials
8
Information Technology Services
5
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.
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.