Sundaram Mid Cap Fund Review: A consistent performer - freefincal Sundaram Large Cap Fund - Direct Plan - Growth The fund has an exit load of 1.00% and an expense ratio of 1.84%. Sundaram Canara Robeco Small Cap Fund Regular - Growth, Canara Robeco Equity Tax Saver Regular-IDCW. Add to Portfolio Track SIP with Portfolio Add to Watchlist Regular Direct. This is in contrast to two years ago when it had negligible allocation to large caps. To scan the QR code you can use a QR code scanner app or your smartphone camera using Google lens. The fund has an expense ratio of 0.73%, which is less than what most other Large & Midcap Mutual Funds investments are subject to market risk, read all scheme related documents carefully. 2018-01-23. INA100006898, Validity January 09, 2017 - Perpetual, Registered Address: Express Building, 9-10, Bahadurshah Zafar Marg, New Delhi - 110002, Corporate Office: Plot No. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Sundaram mid cap Sundaram Mid Cap Fund What is the current NAV of Sundaram Mid Cap Fund? 46, Whites Road, Multi Cap Fund : The fund has 97.85% investment in domestic equities of which 33.87% is in Large Cap stocks, 12.69% is in Mid Cap stocks, 24.34% in Small Cap stocks. 42% of the time this fund ranked in top 25% funds (by returns) in Large cap category. We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. Sundaram large and Mid Cap Fund. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. This fund has been in existence for 16 yrs 7 m, having been It implies how consistently this fund has been among the least volatile funds in its category over the years. Returns: Its trailing returns over different time periods are: 13.57% (1yr), 25.85% (3yr), 11.47% (5yr) and 13.68% (since launch). Lower value indicates more predictable performance. The NAV of Sundaram Mid Cap Fund - Direct Plan is 935.9890 as of 22-Aug-2023. Higher the value means, fund has been able to give better returns for the amount of risk taken. Buy, sell, Hold. Sundaram Mid Cap Fund Direct-Growth - ET Money The Sundaram Mid Cap Growth has an AUM of 7549.20 crores & has delivered CAGR of 11.43% in the last 5 years. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. Sundaram Copyright 2023 etmoney.com All Rights Reserved. Multi Cap Fund : The fund has 97.85% investment in domestic equities of which 33.87% is in Large Cap stocks, 12.69% is in Mid Cap stocks, 24.34% in Small Cap stocks. NSE Gainer-Large Cap . Nav of Sundaram Mid Cap fund (G) as of 8/18/2023 is 863.89 with the total AUM as of 8/19/2023 is 8358.161. This is the annual fees, fund charges you to manage your money. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. NAV is nothing but the unit price for the fund. Please remove a selected fund to compare this one. You can invest with simple formula: Lets say you started VIP on 1st Jan, 2017 starting with 10000 and first instalment was processed at NAV of 100. What are the top stock holdings of Sundaram Mid Cap Fund? Who manages the Sundaram Mid Cap Fund - Regular Plan? This fund has been in existence for 10 yrs 7 m, having been launched on For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Sundaram this fund gives 23 paise per unit per month. Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years. What is the AUM or size of Sundaram Mid Cap Fund? Which is the best scheme for one time of 1000 . Sundaram Mid Cap Fund is an Open-ended Equity Fund. Fund House : Sundaram Mutual Fund. As someone who has invested before, I was keen to find a fund that fit my needs. Sundaram Large and Mid Cap Fund Import external investments on ET Money to: It's about your money! Sundaram large and Mid Cap Fund. Sundaram Mid Cap Fund Review: A consistent performer There are no other charges. This difference is because of commission paid to broker/distributor. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. CIN: U93090TN1996PLC034615 Regd. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. The Expense Ratio of the direct plan of Sundaram Mid Cap Fund is 0.96%. Sundaram Mid Cap Fund - IDCW Join million others and take control of your investments. Buy, sell, Hold. Sundaram Towers No. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." Want to know in detail about the portfolio of this fund? Sundaram India Midcap Fund To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. Sharpe ratio indicates how much risk was taken to generate the returns. The AUM of Sundaram Mid Cap Fund is 8,358 Crs. Sundaram Multi Asset Fund. Sundaram Focused-Growth The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. (I.e. However, the AUM should never be the primary criteria while selecting a fund. Sundaram Mid Cap Fund - IDCW [49.7235] | Sundaram Mutual Sundaram Mid Cap Fund Great! As an investor you do not need to pay any additional fees to purchase any of these options. Sundaram Large and Mid Cap Fund Direct-Growth If you have invested in Sundaram Mid Cap Fund from anywhere else, you can go to the fund house website and put a request through it. Get exclusive fund review, early alerts, trends and much more! Please remove a selected fund to compare this one. Large & Mid Cap Fund : The fund has 99.11% investment in domestic equities of which 45.87% is in Large Cap stocks, 23.64% is in Mid Cap stocks, 8.46% in Small Cap stocks. Know how to make investment decisions that are right for you. Know how to make investment decisions that are right for you. View more At Sundaram Mutual we value ideas to improve our position in the market and believe that you will bring with you the knowledge and expertise. We've set alerts for all your watchlisted funds. This includes investment in both regular and direct plans and across all growth and dividend options. Mid Cap Fund : The fund has 95.82% investment in domestic equities of which 8.76% is in Large Cap stocks, 52.5% is in Mid Cap stocks, 15.14% in Small Cap stocks. Add to Portfolio Track SIP with Portfolio Add to Watchlist Regular Direct. Sundaram Mid Cap Fund - (IDCW 2 is/are ranked 2 * , | So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Sundaram Mid Cap Fund - Direct Plan - IDCW my clients are happy Go. In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. See why, Earn upto0.84% extrareturns with Direct Plan, Increased returns for each unit of additional risk, Controlled losses during market corrections, Delivered returns without frequent ups and downs, Sign-up for free to view fund's Report Card, Please enter number of months between to. Sundaram Multi Cap Fund - Growth Know if the fund has given consistent return, Also know if the fund has sustained protection from volatility. NAV is nothing but the unit price for the fund. WebGet Sundaram Mid Cap Fund - (G) share prices, along with historic price charts for NSE/BSE. Your SIP or one-time investment in Sundaram Mid Cap Fund is done. How are the returns of Sundaram Mid Cap Fund ? Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Add to Portfolio Track SIP with Portfolio Add to Watchlist Regular Direct. Sundaram Mid Cap Fund Regular-Growth is the regular plan of the fund. At the time of writing on June 17, the NAV of this funds regular plan was 809.0842 while the NAV of the direct plan was 868.0842. Sundaram Mid Cap Funds NAV has crossed the 800 mark. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. View more So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Visit IndiaInfoline to invest in Sundaram Mid Cap Fund - (IDCW) Boost up your investments with ET Money Genius! Sundaram Equity Hybrid Fund. 2. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd. Mr. Varier is a B.Com. Visit IndiaInfoline to invest in Sundaram Mid Cap Fund - (IDCW) Sundaram Mid Cap Fund - Direct Plan - Growth Find & Invest in bonds issued by top corporates, PSU Banks, NBFCs, and much more. Office: 21, Patullos Road, Chennai - 600 002. or medium without express writtern permission of moneycontrol.com is prohibited. Get better recommendations Make better investments. However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. 8 is/are ranked 3 * , This is a fund that invests in medium-sized companies. Sundaram Mid Cap Fund Sundaram Equity Plus. Alpha shows the ability of the fund manager to outperform the market. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. QUANTITY column value displays how many shares owned by particular fund. Nifty Midcap 150 Index TRI. Among 24 mid schemes that have completed three years, Sundaram Mid Cap Fund ranked 17 and Sundaram Mid Cap Fund - Regular Plan belongs to the Equity : Mid Cap category of funds. We hire high caliber professionals from a variety of disciplines. The scheme aims to achieve capital appreciation by investing in mid-cap stocks. Sundaram Mid Cap Fund - IDCW. Sundaram Focused Fund - Growth | QUANTITY column value displays how many shares owned by particular fund. SBI Retirement Benefit Fund - Aggressive Hybrid Plan will this mutual fund give Insurance coverage 50 Lakhs maximum or 25-100 times of our inve , Switch to Axis Growth Opportunity Fund OR Axis mid cap OR Axi Small Cap fund
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