Sundaram Mid Cap Fund Regular Plan - Growth

(Erstwhile Sundaram Select Midcap-Growth)
Fund House: Sundaram Mutual Fund
Category: Equity: Mid Cap
Launch Date: 01-07-2002
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.87% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,514.61 Cr As on (31-08-2022)
Turn over: 39% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

732.3534

23.69%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
2 Years 10 Months
3 Years 2 Months
5 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Volatility 16.22
Sharp Ratio 0.79
Alpha -5.33
Beta 0.96
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 4.05 29.55 18.94 8.6 15.96
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 20.75 41.9 26.47 15.01 -
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 12.99 41.96 35.43 19.49 15.59
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 11.49 40.2 29.8 14.05 19.68
Kotak Emerging Equity Scheme - Growth 30-03-2007 6.34 34.9 26.07 15.12 19.59
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 6.23 32.76 24.26 12.69 18.38
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 4.51 39.73 37.43 18.76 -
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 4.37 34.37 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 3.92 34.54 26.46 14.9 19.8
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 3.22 34.59 25.71 14.84 16.25

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.31%

Others

2.35%

Large Cap

22.53%

Mid Cap

65.8%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

Feedback
Notification