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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Sundaram Mid Cap Fund - Regular Plan
|
Very High
|
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1.77 |
|||
Very High
|
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1.40 |
||||
Very High
|
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1.44 |
||||
Very High
|
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1.59 |
||||
Very High
|
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1.58 |
₹11,638 Cr
1.00 (365)
100
100
100
6
Investment Strategy
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Sundaram Mid Cap Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Mid Cap Fund - Regular Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Mid Cap Fund - Regular Plan is ₹1,179.2254 as of 15-Feb-2025.
The AUM of Sundaram Mid Cap Fund - Regular Plan Fund is ₹11,638 Cr as of 31-Jan-2025
The riskometer level of Sundaram Mid Cap Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
3.16
|
|
3.10
|
|
2.72
|
|
2.60
|
|
2.51
|
As of 31-Jan-2025, Sundaram Mid Cap Fund - Regular Plan had invested 94.63% in Equity, 4.92% in Cash & Cash Eq. and 0.45% in Debt See More
Sundaram Mid Cap Fund - Regular Plan is 22 years 6 months old. It has delivered 23.58% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
8.96%
|
20.63%
|
18.97%
|
12.51%
|
13.46%
|
23.58%
|
No, There is no lock in period in Sundaram Mid Cap Fund - Regular Plan.
The expense ratio of Sundaram Mid Cap Fund - Regular Plan is 1.77.