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Sundaram Mid Cap Fund Direct Growth

Equity | Mid Cap

(NAV as of 17/05/2024)
1284.86 (1.11)

3Y Returns

27.25%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.96%

Fund Size

9880 Cr

Inception Date

02-Jan-13

Fund Manager

S. Bharath

Exit Load

Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

95.99%

Debt & Others

4.01%

Market Cap Allocation

Large Cap

22.12%

Mid Cap

62.13%

Small Cap

11.75%

Other Cap

4.01%

Sector Allocation

Finance

15.02%

Automobiles

11.14%

Industrial Products

8.35%

Banks

8.18%

Pharmaceuticals

7.22%

Top Ten Holdings

Power Finance Corporation Ltd

4.42%

Tube Investments Of India Ltd

3.53%

Federal Bank Ltd

3.22%

Cummins India Ltd

3.07%

Shriram Finance Ltd

2.98%

Investment Objective

The Objective Of The Scheme Is To Achieve Capital Appreciation By Investing Predominantly In Diversified Stocks That Are Generally Termed As Mid-Cap Stocks.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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