Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹1,426.0384 0.12%
As on 14-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Mid Cap Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.89 |
|
 |
|
Very High
|
Please wait... |
0.74 |
||
|
|
Very High
|
Please wait... |
0.34 |
||
|
|
Very High
|
Please wait... |
0.79 |
||
 |
|
Very High
|
Please wait... |
0.61 |
₹12,465 Cr
1.00 (365)
100
100
100
6
Investment Strategy
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Dividend Taxation
Sundaram Mid Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Mid Cap Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Mid Cap Fund - Direct Plan is ₹1,426.0384 as of 15-Aug-2024.
The AUM of Sundaram Mid Cap Fund - Direct Plan Fund is ₹12,465 Cr as of 31-Jul-2024
The riskometer level of Sundaram Mid Cap Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
3.86
|
|
|
3.83
|
|
|
3.23
|
|
|
3.22
|
|
|
2.92
|
As of 31-Jul-2024, Sundaram Mid Cap Fund - Direct Plan had invested 95.13% in Equity, 4.46% in Cash & Cash Eq. and 0.41% in Debt See More
Sundaram Mid Cap Fund - Direct Plan is 11 years 7 months old. It has delivered 19.98% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
53.60%
|
26.70%
|
26.88%
|
16.85%
|
18.86%
|
19.98%
|
No, There is no lock in period in Sundaram Mid Cap Fund - Direct Plan.
The expense ratio of Sundaram Mid Cap Fund - Direct Plan is 0.89.
Mutual Funds 
Sundaram Sundaram Mid Cap Fund - Direct Plan
