Sundaram Mid Cap Fund

An open-ended equity scheme predominantly investing in mid cap stocks.

(Principal Midcap Fund has merged into Sundaram Mid Cap Fund)

About This Fund

  • Invests in high growth stocks which are reasonably valued
  • Currently overweight on sectors aligned towards impending domestic economic recovery and consumption
  • Stock selection is bottom-up using in-house research

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

Crores

Risk Metric

Performance

of ₹

for

Total Investment of would have become


Product Features

  • Invests in high growth stocks which are reasonably valued
  • Currently overweight on sectors aligned towards impending domestic economic recovery and consumption
  • Stock selection is bottom-up using in-house research

Ideal For

  • Long term capital growth.
  • Investment predominantly in diversified stocks that are generally termed as mid-caps.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

  • Invests in high growth stocks which are reasonably valued
  • Currently overweight on sectors aligned towards impending domestic economic recovery and consumption
  • Stock selection is bottom-up using in-house research

Benchmark Index

Tier I:
Tier II:

Month End AuM

Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

  • If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
  • If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged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
Performance Invested
Period Fund
(%)
TIER I
(%)
Additional Benchmark
(%)
Fund
(₹)
TIER I
(₹)
Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Market Capitalization

Current Asset Allocation

Portfolio data as on

Fund Managers

Product Label

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