Sundaram Mid Cap Fund

Invest Now

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

Latest Nav ()

Latest Dividend

Fund Managers

Mr. S. KrishnaKumar

Fund Manager

Mr. S. KrishnaKumar

Sundaram Select Midcap

Fund Features
  • Mid and small cap 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
  • S&P BSE Midcap Index.
Suitability:

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

Performance Analysis:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

CASE FOR INVESTING
  • Long term success in investment in small and mid cap stocks is based on ability to identify them early and having the conviction to invest in them at an early stage of their growth and subsequently holding them for along period of time irrespective of the short term volatility.
  • As a fund house, we have developed our expertise on individual stock picking and our historical performance has borne this out over long periods of time.
  • Claims that small and mid cap stocks are ‘risky’ and ‘over valued’ need to be distinguished between what may be true at Index level Vs reality at a Fund portfolio level.
  • In short, investment in mid cap stocks is all about individual stock picking.
Dividends declared in the last 2 years under Regular plan of the scheme
Record Date Percentage per unit NAV
25/10/2017 2.0 0.20 42.3201
25/09/2017 2.0 0.20 40.6149
22/08/2017 2.0 0.20 40.0267
25/07/2017 2.0 0.20 41.4600
21/06/2017 2.0 0.20 41.0406
25/05/2017 2.0 0.20 39.3542
28/04/2017 2.0 0.20 41.1518
19/01/2017 6.0 0.60 36.2623
14/10/2016 6.0 0.60 37.8812
15/07/2016 6.0 0.60 34.1625
23/03/2016 10.0 1.00 30.8219
12/06/2015 10.0 1.00 31.3029
Total dividends paid since inception - 422% 42.2
 
Moderately High Risk

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.

Fund Facts

Inception July 30, 2002
Scheme Type Mid and Small Cap Fund
Benchmark S&P BSE Mid-Cap Index
Fund Manager S.Krishnakumar
Investment Objective Achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout, Reinvest, Sweep
Min. Initial Investment 5,000
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 500
Entry Load Not applicable
Exit Load (both plans) 1% if Redeemed within 12 months from the date of allotment

Performance

Performance Period NAV per Unit ( ) Fund (%) Benchmark (%) Nifty 50(%) Excess Points
Since Inception Nil 29.9 20.2 16.7 9.7
30/09/2015 to 30/09/2016 409.41 20.9 21.9 8.3 -1.0
30/09/2014 to 30/09/2015 338.65 20.3 13.3 -0.2 7.0
30/09/2013 to 30/09/2014 281.48 84.7 70.0 38.9 14.7
Last 3 years Nil 39.0 32.9 14.5 6.1
Last 5 years Nil 23.7 16.5 11.7 7.2
Last 8 years Nil 22.5 13.4 10.3 9.1

10,000 invested

Period Fund Benchmark Nifty 50
Since Inception 4,09,408 1,35,939 89,639
Last 3 years 26,865 23,487 15,014
Last 5 years 28,968 21,481 17,420
Last 8 years 50,862 27,440 21,960

Value of 10,000-a-month SIP

Period Investment Fund Benchmark Nifty 50
Since Inception Returns (%) Nil 25.68 15.95 12.92
Since Inception 17,00,000 1,29,88,522 58,26,767 45,59,131
Last 10 years 12,00,000 35,66,882 24,00,893 19,37,072
Last 7 years 8,40,000 18,88,453 14,78,992 11,70,648
Last 5 years 6,00,000 12,02,096 10,25,735 7,87,459
Last 3 years 3,60,000 5,45,070 5,12,317 4,07,234
Last 2 years 2,40,000 2,92,768 2,91,707 2,52,278
Last 1 years 1,20,000 1,41,259 1,41,055 1,29,332