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    Sundaram Midcap Fund

24.4%
compounded annual growth rate since inception
42X
growth in the
last 16 years*
4 lakh +
happy investors

*NAV of ₹10 at inception has grown to ₹420.30 as of August 31, 2019

Fund Features

  • Fund invests in high-growth mid and small cap stocks
  • Currently overweight on sectors Cement' to '- Finance, Industrial Products, Consumer Non-Durables, aligned towards economic recovery and consumption
  • Stock selection is bottom-up using in house research

Performance comparison with benchmark

Returns Fund (%) Benchmark S&P BSE 200 (TRI) (%) Additional Benchmark Nifty 50 (TRI) (%)
Last 1 year -17.1 -19.4 -4.4
Last 3 year 1.0 1.7 9.3
Last 5 year 9.5 8.9 8.1
Since Inception@ 24.4 17.9 17.0

Performance of ₹10,000 invested at launch

Returns Fund (₹) Benchmark S&P BSE 200 (TRI) (₹) Additional Benchmark Nifty 50 (TRI) (₹)
Last 1 year 8,288 8,063 9,565
Last 3 year 10,304 10,522 13,056
Last 5 year 15,739 15,331 14,766
Since Inception@ 4,20,319 1,66,061 1,46,278

@As TRI (Total Return Index) data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR of PRI (Price Return Index) values from fund’s inception till TRI inception date and TRI values since the inception of Total Return index as per SEBI regulations. Click here to view all performance disclosures.

Scheme Summary
Scheme Type An open ended equity scheme predominantly investing in mid cap stocks.
Benchmark S&P BSE Midcap TRI
Fund Manager S Krishnakumar
Plans Regular & Direct
Options Growth, Dividend (Payout, Reinvest, Sweep)
Min. Initial Investment ₹ 100
Additional Purchase ₹ 100
SIP/STP Weekly ₹1,000; Monthly ₹100; Quarterly ₹750.
Entry Load Nil
Exit Load 1% if redeemed within 12 months from the date of allotment

Product Suitability

Riskometer

Past performance may or may not be sustained in future.

Returns are compounded on an annual basis for periods more than one year and are computed using the NAV of Regular Plan – Growth Option.

Consult your financial advisor or
reach us at 1860 425 7237

customerservices@sundarammutual.com

Mutual fund investments are subject to market risks, read all scheme related documents carefully.