Sundaram Mid Cap Fund - Direct (G)

Sundaram Mid Cap Fund - Direct (G)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Mid-Cap TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 5882.64
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load NIL
Exit Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out.
Expense Ratio 1.23

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.68% 1.22%
3 Month 6.38% 8.65%
6 Month -2.58% 0.42%
1 Year 0.76% -1.21%
3 Year 5.99% 7.44%
5 Year 9.08% 9.28%
Since Inception 15.46% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others