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 Class | Equity |
| Scheme Category | Mid-Cap |
| Benchmark Type | S&P BSE Mid Cap |
| Expense Ratio | 1.17% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 6,163 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 9.69% | |
| 1000 | 1000 | 11.68% | |
| 1000 | 1000 | 9.69% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
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(%)
| Asset | Percent |
|---|---|
| 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.
Email
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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