Sundaram Mid Cap Fund - Inst (D)

Sundaram Mid Cap Fund - Inst (D)

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 17-Jun-2010
Scheme AUM(CR) ` 5420.25
Minimum SIP/LUMPSUM ` 250/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load
Exit Load
Expense Ratio 2.21000003814697

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -1.78% 5.15%
3 Month -8.24% -3.25%
6 Month -10.42% -6.18%
1 Year -13.10% -8.56%
3 Year 1.26% 3.58%
5 Year 8.10% 8.60%
Since Inception 10.70% 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