FAQ : Sundaram Mid Cap Fund - Growth - Direct Plan

Sundaram Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 51.07 24.37 20.87 14.96
Average Rolling Returns(%) 21.12 17.16 13.52 17.44

The Current NAV of Sundaram Mid Cap Fund - Growth - Direct Plan is ₹1181.13.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.

Sundaram Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.89%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Mid Cap Fund - Growth - Direct Plan is currently ₹10,262 Crores.

The Top three stocks are Power Finance Corp, Cummins India and Federal Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 29% of fund’s portfolio respectively.

Top three sectors of Sundaram Mid Cap Fund - Growth - Direct Plan fund are BFSI, Auto and Healthcare accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Mid Cap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.

S. Bharath and Ratish Varier manage the Sundaram Mid Cap Fund - Growth - Direct Plan Fund.

Sundaram Mid Cap Fund - Growth - Direct Plan current PE ratio is 51.52 and PB ratio is 8.70

The asset allocation of Sundaram Mid Cap Fund - Growth - Direct Plan is Stocks : 95.61%, Debt : 3.39% and Gold : 1%

The minimum SIP amount for Sundaram Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Mid Cap Fund - Growth - Direct Plan is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.