Sundaram Mid Cap Fund

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

NAV
as on

Returns since inception

Average AUM
for the month of

Crores

Minimum Investment Amount

SIP

100

Lumpsum

100

Product Features

Scheme Type

Mid Cap Fund

Available Plans

Regular, Direct

Minimum Investment

100

Repayment Options

Growth

Dividend: Payout, Sweep, Reinvestment

SIP/STP

Quarterly: ₹750

Monthly: ₹100

Weekly: ₹1000

Minimum Additional Purchase

100

His higher education, my dream fulfilled

I started to invest in Sundaram Mid Cap fund when my son was in 3rd standard. Post 9 years, I could use the money and good returns for his higher education. All thanks to Sundaram Mutual, my son has completed his education, and is now going abroad for further studies.

Revati | Sales | Coimbatore

Shaping the home of our dreams

My wife and I started to invest with Sundaram Mutual 6 years back. As Diwali was near and we were planning a renovation for our home, we decided to use that investment. The fund gave significant returns and we could renovate without any compromises.

Mohan | Architect | Baroda

4,15,293

people have invested in Sundaram Mid Cap Fund

Fund 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

Suitability:

This fund is suitable for investors seeking capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

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mutual fund risk meter

This product is suitable for investors who are seeking*

  • 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.

Past performance may or may not be sustained in future.

Dividend History

Scheme Name Record Date Non-Corporate Dividend Corporate Dividend

Inception: July 2002

Benchmark: S&P BSE Midcap TRI

Fund Manager: S. Krishnakumar

Minimum Investment: ₹100 and in multiples of ₹1 thereafter

SIP/STP:

  • Quarterly: ₹750 and in multiples of ₹1 thereafter
  • Monthly: ₹100 and in multiples of ₹1 thereafter
  • Weekly: ₹1000 and in multiples of ₹1 thereafter

Minimum Additional Purchase: ₹100 and in multiples of ₹1 thereafter

Entry Load: Not Applicable

Exit Load: 1% if redeemed within 12 months from the date of allotment

3.3 Million+ Investors trust Sundaram Mutual

Mutual fund investments are subject to market risks. Read all scheme related documents carefully.