Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
27.51%
3Y annualised
+1.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹1,065.32
Min. SIP amount₹100
Rating3
Fund size₹8,477.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns30.7%27.5%18.3%18.2%
Category average29.2%26.7%20.1%NA
Rank with in category181418NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
FinancialEquity3.7%
FinancialEquity3.6%
FinancialEquity3.4%
AutomobileEquity3.1%
Consumer DiscretionaryEquity2.9%
Capital GoodsEquity2.7%
FinancialEquity2.5%
HealthcareEquity2.4%
ServicesEquity2.2%
ConstructionEquity2.2%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Lower expense ratio: 0.97%
5Y annualised returns lower than category average by 1.81%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.97%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Ratish Varier
Feb 2021 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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