Share Fund
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
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 2% |
Min subscription | ₹ 100 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 5,745 |
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 | 3.29% |
L&T Midcap Fund - Direct Plan | 1000 | 1000 | 2.61% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 3.29% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 14.39% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 6.45% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 7.36% |
Company | Holding Type | Asset(%) |
---|---|---|
Sundaram Clayton Ltd | Equity | 4 |
Ramco Cements Ltd Ordinary Shares | Equity | 3 |
Whirlpool of India Ltd | Equity | 3 |
Apollo Hospitals Enterprise Ltd Ordinary Shares | Equity | 3 |
Cummins India Ltd Ordinary Shares | Equity | 3 |
Max Financial Services Ltd | Equity | 2 |
The Federal Bank Ltd Ordinary Shares | Equity | 2 |
Natco Pharma Ltd Ordinary Shares | Equity | 2 |
Voltas Ltd Ordinary Shares | Equity | 2 |
Zee Entertainment Enterprises Ltd Ordinary Shares | Equity | 2 |
Asset | Percent |
---|---|
Equity | 99 |
Cash | 1 |
Cash - Repurchase Agreement | 0 |
Sector | Percent |
---|---|
Consumer Cyclical | 22 |
Financial Services | 18 |
Industrials | 18 |
Basic Materials | 14 |
Healthcare | 9 |
Fund Manager
S Krishnakumar
8+ 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