Sundaram Mid Cap Growth
Medium
Risk
Equity
Mid Cap Fund
+
23.02
%
23.02
%
3Y annualised
+
0.59
%
0.59
%
1D
1M
6M
1Y
3Y
All
Fund size
10112
NAV:
Mar 7, 2024
1102.96
Sector
Tech
Type
Equity
Launched
Jul 2002
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Power Finance Corp Ltd
4.42
%
Tube Investments of India Ltd Ordinary Shares
3.53
%
The Federal Bank Ltd
3.22
%
Cummins India Ltd
3.07
%
Shriram Finance Ltd
2.98
%
Kalyan Jewellers India Ltd
2.89
%
Trent Ltd
2.68
%
Fortis Healthcare Ltd
2.61
%
REC Ltd
2.56
%
Persistent Systems Ltd
2.23
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Mid Cap Growth
More details
Investment objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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