Sundaram Mid Cap - Direct Plan - Growth Option
Sundaram Mid Cap - Direct Plan - Growth Option

Sundaram Mid Cap - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Mid-Cap

NAV: ₹ 760.4 as on 20-10-2021

Fund Overview

Expense ratio
Expense ratio
1.15%
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹7007 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
63.46%

Fund Distribution

  • Equity 99.2%
  • Debt & Cash 0.8%
Size breakup
Large cap
49.61%
Mid cap
48.11%
Small cap
2.29%
Sector Allocation
Industrial
20.7%
Financial Services
20.1%
Cyclical
18.1%
Basic Materials
14.2%
Tech
9.2%
Health
9%
Defensive
4.7%
Utilities
2.7%
Real Estate
0.9%
Communication
0.5%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings65
Equity Holdings63
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

S. Bharath,Ratish Varier
About the fund

About the fund

This fund has delivered an average annual returns of 18.78% since inception which is less than its category average return of 22.28%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.2% in Equity, 0% in Debt and 0.8% in Cash related instruments
AUM size ₹7007 Cr

AUM size ₹7007 Cr

This fund has AUM of ₹7007 Cr which is more than its category average of ₹ 4880 Cr
Expense Ratio 1.15%

Expense Ratio 1.15%

This fund has an expense ratio of 1.15% which is less than its category average expense ratio of 1.52%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor