How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.91 | 59.36 | 1.95 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 58.07 | 1.74 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Mid Cap Fund(IDCW) | 30.29% | 17.70% | 12.17% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 26.52% | 19.93% | 14.62% |
Kotak Emerging Equity Fund(IDCW-Payout) | 41.63% | 24.79% | 18.04% |
Nippon India Growth Fund(IDCW) | 29.18% | 21.63% | 11.76% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
3.55 %
Holdings
3.45 %
Holdings
3.39 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,623.64 Cr.
S. Bharath
AUM: ₹38,529.30 Cr.
|
Exp: 7.11yrs
Ratish Varier
AUM: ₹20,230.72 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%