3 Year return
26.77%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹12425.29 Cr.
Expense Ratio
0.9% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
SB
S Bharath
Fund Manager since Jul 2019
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Motilal Oswal Midcap Fund |
36.79% |
4.5 |
|
Edelweiss Mid Cap Fund |
27.91% |
3 |
|
Quant Mid Cap Fund |
25.75% |
4 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Mid Cap Fund Direct Plan Growth
The Sundaram Mid Cap Fund — Direct Plan Growth is an open-ended equity scheme offered by Sundaram Mutual. It focuses primarily on investing in mid-cap stocks, which rank from positions 101 to 250 in order of market capitalisation. The fund selects high-growth stocks in this category and aims to outperform the Nifty Mid Cap 150 TRI and the Nifty Mid Cap 100 TRI, which are its Tier I and Tier II benchmarks, respectively. In addition to its focused investments in the mid-cap segment, the Sundaram Mid Cap Fund — Direct Plan Growth also has the flexibility to invest in other equity segments, fixed income and money market instruments, REITs and InvITs and overseas securities.
Investment Objective of the Scheme
The aim of the Sundaram Mid Cap Fund Direct Plan Growth is to leverage the growth potential of fundamentally strong stocks from the mid-cap segment to achieve long-term capital appreciation. The fund’s strategy involves using a bottom-up approach to identify and invest in mid-cap stocks that exhibit strong growth potential at a reasonable valuation.
Key Features of The Fund
| 5-year return | 25.82% |
| Expense Ratio | 0.9% |
| Fund Manager | S Bharath |
| Fund Size | ₹12425.29 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Sundaram Mid Cap Fund Direct Plan Growth may be a suitable investment option if you have tolerance toward high risk and increased market volatility. Also, you may consider this fund if you wish to increase exposure to the equity mid-cap segment without diluting the diverse nature of your portfolio. On the other hand, the fund may not be an appropriate addition to your portfolio if you have a non-aggressive risk profile or prefer to diversify across market capitalisations.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
FAQs
What is today's NAV of Sundaram Mid Cap Fund?
What is the AUM of Sundaram Mid Cap Fund?
What is the expense ratio of Sundaram Mid Cap Fund?
What are the returns of Sundaram Mid Cap Fund since inception?
What is the minimum SIP amount to invest in Sundaram Mid Cap Fund?
How do I invest in Sundaram Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
