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

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

40.673 (1.101%)

NAV on December 31, 2021

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 12,585 cr

Turnover Ratio 45.68%

Expense Ratio 1.74%

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

Returns

Min Investment 100

Fund Manager S. Bharath (Since almost 5 years) Ratish Varier (Since almost 5 years)

ISIN

Fund Family Sundaram

P/E Ratio 29.46

P/B Ratio 4.41

Launch Date June 17, 2010

Benchmark Nifty Midcap 150 TR INR

Financial 20.37%

Industrial 15.4%

Technology 5.71%

Basic Materials 10.89%

Consumer Cyclical 18.05%

Utilities Services 2.62%

Healthcare Services 12.19%

Energy Services 2.25%

Communication Services 2.24%

Consumer Defensive 6.57%

Real Estate 3.72%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	221.520	14.11%	8,518 cr	0.56%	Above Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	222.303	8.45%	84,855 cr	0.72%	Below Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	121.138	7.01%	11,731 cr	0.38%	Average
Kotak Midcap Fund Direct Growth	159.826	5.83%	58,300 cr	0.37%	Below Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4659.878	5.72%	39,329 cr	0.75%	Average
Motilal Oswal Midcap Direct Growth	117.460	-2.20%	37,501 cr	0.71%	High