Sundaram Mid Cap Fund - Inst (G)

Sundaram Mid Cap Fund - Inst (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 26-May-2009
Scheme AUM(CR) ` 5445.72
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 -6.19% -7.09%
3 Month -4.63% -4.13%
6 Month 0.58% -1.50%
1 Year -13.94% -15.66%
3 Year 3.28% 2.80%
5 Year 11.44% 9.25%
Since Inception 16.65% 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