SB
S. BharathFund Manager Since 24 Feb 2021
EquityMid-Cap
Sundaram Mid Cap - Direct Plan - Growth Option
3Y Annualised
23.60%
0.80% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.67%
0.80% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 3 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹11332.71 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
RV
Ratish VarierFund Manager Since 24 Feb 2021
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Mid Cap - Direct Plan - Growth Option
Sundaram Mid Cap - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Mid Cap - Direct Plan - Growth Option has ₹11332.71 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of Sundaram Mid Cap - Direct Plan - Growth Option as of Thu Apr 24 2025 is ₹1400.8084. The fund has an expense ratio of 0.9%, which is medium comparable to most other Equity funds.
Sundaram Mid Cap - Direct Plan - Growth Option returns for the last 1 year are 15.92%. Since launch, it has delivered 18.54% average annual returns.
The Sundaram Mid Cap - Direct Plan - Growth Option has the majority of its money invested in null, Industrials, Financial Services, Basic Materials, Consumer Cyclical, Healthcare, Technology, Consumer Defensive sectors.
Top 5 Holdings of Sundaram Mid Cap - Direct Plan - Growth Option.
- Sundaram Liquid Dir Gr: 4.01%
- Cummins India Ltd: 3.42%
- The Federal Bank Ltd: 3.27%
- Coromandel International Ltd: 3.06%
- Kalyan Jewellers India Ltd: 2.48%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Mid Cap - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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