Sundaram Mid Cap Direct Plan
Scheme Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
S&P BSE Mid Cap
Scheme AUM (in Crs.)
₹ 5541.88
Expense Ratio
1.53%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30800
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
044 - 28583362
Address
, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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 Analysis
Formerly known as Sundaram Select Midcap has been an industry favourite for over a decade because of its ability to contain losses and generate a higher alpha than its peers. This has seen its AUM risisn to more than 6000 crores which might be a concern for some. Its allocation in the midcap category is more than 80% which is higher not only then its peers but also the benchmark. The fund manager S.Krishnakumar is managing the funds since more than 5 years and has consistently performing because of sticking to the fund long time mandate of buy and hold which is reflected in its portfolio turnover.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,700
Portfolio Value
₹-300
Total Returns
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