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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Sundaram Mid Cap Fund Direct Growth

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Sundaram Mid Cap Fund Direct Growth

(9.5%)
1Y
3Y
5Y
Fund Details
Risk
Very High
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Min SIP Amount
?100
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Expense Ratio
1.08%
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NAV
?1619.8 (18-Jun-2026)
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Fund Started
02-Jan-2013
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Fund Size
?13,687Cr
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Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Returns
1Y
9.5%
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3Y
23.0%
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5Y
20.0%
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Pros & Cons
Pros
1.Lower expense ratio: 1.08%
2.Consistently higher annualised returns than category average for the past 1Y and 3Y
3.Higher alpha: 3.02 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
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Cons
1.5Y annualised returns lower than category average by 1.54%
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Holding Analysis

Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings

Top 10 Holdings
Name
Assets
GE T&D India Ltd
3.4%
Cummins India Ltd
3.2%
BSE Ltd
2.9%
Repo
2.6%
Mahindra & Mahindra Financial Services Ltd
2.6%
Max Financial Services Ltd
2.2%
The Federal Bank Ltd
2.2%
Coromandel International Ltd
2.1%
Suzlon Energy Ltd
2.1%
IDFC First Bank Ltd
2.0%
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Fund Manager
Name
Shalav Saket
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Education
MBA, B-Tech, CFA
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Experience
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
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About Fund
Description

Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ?33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017.

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Launch Date

26 Feb 1996

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Custodian

Standard Chartered Bank

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Registrar & Transfer Agent

KFin Tech

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銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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