Item: Sundaram Mid Cap Institutional Payoutof Income Distribution cum Capital Withdrawal
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Mid Cap Institutional Payoutof Income Distribution cum Capital Withdrawal

40.673 (1.101%)

NAV on December 31, 2021

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 14,504 cr

Turnover Ratio 45.68%

Expense Ratio 1.45%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Fund Manager S. Bharath (Since over 5 years) Shalav Saket (Since 8 months)

ISIN INF903J01215

Fund Family Sundaram

P/E Ratio 31.82

P/B Ratio 4.75

Launch Date June 17, 2010

Benchmark Nifty Midcap 150 TR INR

Financial 24.58%

Industrial 18.15%

Technology 8.37%

Basic Materials 8.75%

Consumer Cyclical 17.06%

Utilities Services 2.3%

Healthcare Services 10.94%

Energy Services 1.32%

Communication Services 1.41%

Consumer Defensive 4.13%

Real Estate 2.98%

Top Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 245.070	14.33%	₹ 14,721 cr	0.48%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	₹ 131.382	13.52%	₹ 18,704 cr	0.71%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	₹ 5045.842	13.22%	₹ 50,751 cr	0.80%	Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	₹ 237.066	12.83%	₹ 105,143 cr	0.75%	Low

Best Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Baroda Mid-cap Fund Plan B (Direct) Growth Option	₹ 17.835	27.39%	₹ 92 cr	1.6%	Below Average
HSBC Midcap Fund Direct Plan Growth	₹ 547.826	26.35%	₹ 15,578 cr	1.22%	High
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 245.070	14.33%	₹ 14,721 cr	0.48%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	₹ 131.382	13.52%	₹ 18,704 cr	0.71%	Average
Motilal Oswal Midcap Direct Growth	₹ 122.778	4.48%	₹ 40,036 cr	0.95%	High