Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal

What If You Invested in Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal

Q: What are the average returns of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund ?

The return since inception of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal is 17.31%. The average returns of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal are Years Returns 1 yr 41.37% 3 yrs 16.08% 5 yrs 12.54%

Q: What is the current NAV of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

The NAV for the fund as on 30-Nov-2021 is 45.8603

Q: How do I invest in Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund?

The expense ratio of this fund is 1.15 %

Q: What is the worth of total assets under management (AUM) of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund ?

The AUM for the fund as on 30-Nov-2021 is 6916 Cr

Q: What are the top holdings of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

The top holdings include MindTree Ltd 4% Grindwell Norton Ltd 3.13% Cholamandalam Investment and Finance Co Ltd 2.86% Max Financial Services Ltd 2.79% Apollo Hospitals Enterprise Ltd 2.64%

Equity

Direct

Very High Risk

Mid-Cap

NAV: ₹ 45.9 as on 29-11-2021

About the Fund

Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ratish Varier. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal has a NAV of 45.8603 as on 30-Nov-2021.

2) Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal has 6916 Cr worth of assets under management (AUM) as on 30-Nov-2021 and is more than category average.

3) The fund has an expense ratio 1.15 %.

Fund Overview

Expense ratio	1.15%
	Benchmark	S&P BSE Midcap TR INR
AUM	₹6916 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹0/₹0
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	63.46%

Fund Distribution

Equity 97.9%
Debt & Cash 2.1%

Size breakup

Mid cap

51.3%

Large cap

47.74%

Small cap

0.96%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings5

MindTree Ltd	4%
Grindwell Norton Ltd	3.1%
Cholamandalam Investment and Finance Co Ltd	2.9%
Max Financial Services Ltd	2.8%
Apollo Hospitals Enterprise Ltd	2.6%
Ramco Cements Ltd	2.6%
Schaeffler India Ltd	2.5%
Voltas Ltd	2.4%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 17.3% since inception which is less than its category average return of 18.43%

Fund Allocations

This fund has an allocation of 97.9% in Equity, 0% in Debt and 2.1% in Cash related instruments

AUM size ₹6916 Cr

This fund has AUM of ₹6916 Cr which is more than its category average of ₹ 4341 Cr

Expense Ratio 1.15%

This fund has an expense ratio of 1.15% which is less than its category average expense ratio of 1.57%

AMC details

Fund House

Sundaram Asset Management Company Ltd

rahulm@sundarammutual.com

Phone

+914428583362/3367

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Frequently Asked Questions

What are the average returns of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund ?

What is the current NAV of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

How do I invest in Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What is the expense ratio of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund?

What is the worth of total assets under management (AUM) of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund ?

What are the top holdings of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What are the top sectors Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund has invested in?

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Financial Services	21.6%
Industrial	19.3%
Cyclical	18.2%
Basic Materials	13.9%
Tech	9.6%
Health	8.7%
Defensive	4%
Utilities	2.9%
Real Estate	0.9%
Communication	0.7%
Energy	0.2%

Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal

NAV: ₹ 45.9 as on 29-11-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹6916 Cr

Expense Ratio 1.15%

AMC details

Similar Funds

What are the average returns of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund ?

What is the current NAV of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

How do I invest in Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What is the expense ratio of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund?

What is the worth of total assets under management (AUM) of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal fund ?

What are the top holdings of Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund?

What are the top sectors Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal Fund has invested in?