Rating : ★ ★ ☆ ☆ ☆

Sundaram Mid Cap Direct Plan Dividend Reinvestment Option

Equity

  

Mid Cap Fund

NAV

39.6266 +0.1064

(as on 22 Apr, 2021)

RETURNS

2.52 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1%

Asset Size

6152.10 Cr.

(As of 31 Mar, 2021)

Benchmark

S&P BSE Midcap TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

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.

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Ramco Cements Ltd

3.65%

Cummins India Ltd Shs Dematerialised

3.21%

Sundaram Clayton Ltd

3.06%

Cholamandalam Investment and Finance Co Ltd

2.92%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

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Overview of Sundaram Asset Management Company Ltd

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