Sundaram Mid cap Fund | Landing Page

Performance comparison with benchmark

Period	Fund (%)	Nifty Mid Cap 150 TRI (Tier I) (%)	Nifty Mid Cap 100 TRI (Tier II) (%)	Additional Benchmark Nifty 50 (TRI) (%)

Performance of 10,000 invested at launch

Period	Fund ()	Nifty Mid Cap 150 TRI (Tier I) ()	Nifty Mid Cap 100 TRI (Tier II) ()	Additional Benchmark Nifty 50 (TRI) ()

@As TRI (Total Return Index) data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR of PRI (Price Return Index) values from fund’s inception till TRI inception date and TRI values since the inception of Total Return index as per SEBI regulations. Click here to view all performance disclosures

*Benchmark S&P BSE 200 (TRI) has been changed to Nifty Mid Cap 100 Index effective June 1, 2020.

Data as on . For more details, click here.

Scheme Summary

Scheme Type

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

Benchmark

Nifty Mid Cap 100 Index TRI

Fund Managers

Mr. S Bharath & Mr. Ratish B Varier

Plans

Regular & Direct

Options

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

Min. Initial Investment

100

Additional Purchase

100

SIP/STP

Quarterly: 750
Monthly: 100
Weekly: 1000

Entry Load

Nil

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If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged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

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.
Mid cap stock prices are subject to more volatility than other stock prices.

Sundaram Midcap Fund

24.6%

~128X

3.3 lakh+

Fund Features