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: 1.86% As on (31-12-2022) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 7,320.3 Cr As on (31-12-2022) |
| Turn over: 45% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days |
712.8743
-0.85 (-0.1196%)
23.16%
NIFTY 50 TRI 16.07%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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
| Standard Deviation | 24.66 |
| Sharpe Ratio | 0.64 |
| Alpha | -5.24 |
| 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 | 3.24 | 17.49 | 13.85 | 6.29 | 15.75 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 10.28 | 30.26 | 20.67 | 13.54 | - |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 05-06-2007 | 9.67 | 24.02 | 21.06 | 11.04 | 18.4 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 9.25 | 30.49 | 30.19 | 17.62 | 15.51 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 3.72 | 21.4 | 19.37 | 12.49 | 18.45 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 3.64 | 22.09 | 20.14 | 12.11 | 15.41 |
| Taurus Discovery (Midcap) Fund - Regular Plan - Growth | 05-09-1994 | 3.35 | 17.47 | 17.21 | 9.87 | 15.59 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 2.15 | 20.34 | 18.36 | 9.27 | 17.11 |
| SBI Magnum Midcap Fund - Regular Plan - Growth | 29-03-2005 | 2.13 | 23.05 | 22.5 | 10.89 | 17.86 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.66 | 20.65 | 20.66 | 10.58 | 18.9 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.86%
Others
4.15%
Large Cap
21.23%
Mid Cap
65.72%
Scheme Documents
There are no scheme documents available
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
