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Sundaram Mid Cap Growth

Formerly Sundaram Sel Mid Cap Gr
Returns (5yrs)
0.91 %
Latest NAV
344.19

Investment Calculator

  • Tenure
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Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 27th of May, 06:44 PM

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 Managers

  • profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    1.19
    benchmark
    Benchmark
    S&P BSE Midcap TR INR
  • Aum image
    AUM
    ₹ 4562.1 Crores
    ISIN
    ISIN
    INF903J01173
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 06:44 PM

Top Holding

Tata Consumer Products Ltd
5%
Trent Ltd
5%
Honeywell Automation India Ltd
4%
Ramco Cements Ltd
4%
Whirlpool Of India Ltd
3%

Top Sectors

Industrials
22%
Consumer Cyclical
16%
Consumer Defensive
14%
Financial Services
14%
Basic Materials
11%

Allocation

Equity
96%
Others
4%
Debt
0%

Investment Return Calculator

as on 27th of May, 06:44 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 06:44 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Mid Cap Growth is a Mid Cap EQUITY fund and has delivered an annualised return of 0.91% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are S Krishnakumar. The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks. The fund charges 1.19000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.