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%
Asset Allocation
Domestic Equity96.7%
Cash & Equivalents2.2%
Other1.1%
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
1Mahindra & Mahindra Financial Services Ltd.Finance2.94%
2Kalyan Jewellers India Ltd.Diamond & Jewellery2.61%
3Cummins India Ltd.Automobile & Ancillaries2.48%
4The Federal Bank Ltd.Bank2.47%
5Coforge Ltd.IT2.24%
6Coromandel International Ltd.Chemicals2.22%
7IDFC First Bank Ltd.Bank2.21%
8GE Vernova T&D India Ltd.Capital Goods2.09%
9Max Financial Services Ltd.Finance1.91%
10IndusInd Bank Ltd.Bank1.88%
Sector Allocation
Finance13.1%
Automobile & Ancillaries12.9%
IT9.7%
Bank9.6%
Healthcare9.1%
Capital Goods7.0%
FMCG4.8%
Consumer Durables3.7%
Chemicals3.7%
Iron & Steel3.1%
Realty2.8%
Diamond & Jewellery2.6%
Retailing2.5%
Miscellaneous2.5%
Power1.9%
Logistics1.9%
Electricals1.7%
Crude Oil1.2%
Construction Materials1.1%
Non - Ferrous Metals0.9%
Others0.8%
Hospitality0.7%
Alcohol0.7%
Abrasives0.7%
Business Services0.6%
Telecom0.6%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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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