CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFIDCW

Sundaram Mid Cap Fund - Institutional Plan - Dividend Payout

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE Mid-Cap - TRI
NAV · 08 Nov 2019₹28.29-0.54%
AUM₹14.9k Crfrom this fund's primary plan
Expense Ratio1.97%
CAGR—
Exit Load1% on or before 12M
Min SIP₹100from this fund's primary plan
Launched2009

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Fund Mandate

Equity & Equity Related Instruments of Mid Cap Companies65%–100%
Fixed Income, MMI and Cash & Cash Equivalents0%–35%
Investment in REITs & InvITs0%–10%
Other Equities0%–35%
Overseas Securities (Including ETFs)0%–35%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
1.97%
₹100from this fund's primary plan
₹5,000
1% on or before 12M
Nil
Inception02 Jun 2009
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+28.42%TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+28.42%Kotak Healthcare Fund - Growth - Direct PlanKotak MF+26.51%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+26.50%Kotak Healthcare Fund - IDCW Payout - Direct PlanKotak MF+26.50%
Compare With

TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram Mid Cap Fund - Institutional Plan - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.54%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.97%
1% on or before 12M
Nil
₹100from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme