How are the returns of Sundaram Mid Cap Fund ? Find & Invest in bonds issued by top corporates, PSU Banks, NBFCs, and much 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. New. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. 2018-03-22. A professional and trustworthy company which values customers and offers solutions according to needs. 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. Get exclusive fund review, early alerts, trends and much more! There are no other charges. This allows us to capture the full potential of recent momentum in our rankings. Category Average. 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. Regd. On the other hand if you go for the direct plan available on ET Money, you pay0.96%. Learn More, This funds holdings are mostly in Large Cap stocks and in debt instruments, which means its following a conservative investment strategy. 391, Udyog Vihar, Phase-III, Gurugram, Haryana, 122016, Email Id - help@etmoneycare.com Email Id of Principal Officer - po@etmoney.com, SEBI Regional office address: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023. The minimum SIP amount of Sundaram Mid Cap Fund - Direct Plan is 100. See More. Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years. This includes investment in both regular and direct plans and across all growth and dividend options. AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. Know if the fund has given consistent return, Also know if the fund has sustained protection from volatility. A fund with a higher Sharpe ratio is considered better than a fund with a lower Sharpe ratio. 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. To build your career with us, Post in your resume to You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. What are the top stock holdings of Sundaram Mid Cap Fund? 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. By entering this Website or accessing any data contained in this Website, I/ We hereby confirm that I/ We am/ are not a U.S. person, within the definition of the term US Person under the US Securities Laws/ resident of Canada. Add to Portfolio Track SIP with Portfolio Add to Watchlist Regular Direct. Category : Mid Cap Fund. A beta of more than 1 means that the fund returns are more volatile than the broader markets. Investment Objective - The scheme aims to achieve capital appreciation by investing in mid-cap stocks. This number represents how much money has been invested in these funds. Want to know in detail about the portfolio of this fund? Sundaram Multi Asset Fund. 2018-01-23. View more Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. my clients are happy Category : Mid Cap Fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you. Any cess/surcharge is not included in the 15%. A screen which marries both growth and value style of investing by the legendary portfolio manager. A fund with a higher Treynor ratio is considered better than a fund with a lower Treynor ratio. Average return generated by the fund during a specified period. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Sundaram Equity Plus. You have already selected 4 funds. FEATURED FUNDS. WebWe would like to show you a description here but the site wont allow us. At Value Research, we believe it's best to understand investments before diving in. this fund gives 23 paise per unit per month. Know how to make investment decisions that are right for you. Know how to make investment decisions that are right for you. Analyse how fund performed during various bull and bear cycles. If sold after 1 year from purchase date, long term capital gain tax will be applicable. To scan the QR code you can use a QR code scanner app or your smartphone camera using Google lens. Standard deviation is the deviation of the fund's return around mean. 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. All rights reserved. However, the AUM should never be the primary criteria while selecting a fund. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. 2023. Fund Manager Comments The Fund outperformed the reference index, the Nifty Midcap What is the AUM or size of Sundaram Mid Cap Fund? After downloading the app, explore our products to help you live your choices. INA100006898, Validity January 09, 2017 - Perpetual, Registered Address: Express Building, 9-10, Bahadurshah Zafar Marg, New Delhi - 110002, Corporate Office: Plot No. Sundaram Mid Cap Fund - IDCW. Please remove a selected fund to compare this one. 7.4 %. How can I redeem my investments in Sundaram Mid Cap Fund? VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Higher the value means, fund has been able to give better returns for the amount of risk taken. 10,000, Unlocking opportunities in Metal and Mining, Nippon India Large Cap Fund - Direct Plan - Growth, Edelweiss Large Cap Fund - Direct Plan - Growth, DSP Top 100 Equity Fund - Direct Plan - Growth, SBI Blue Chip Fund - Direct Plan - Growth, ICICI Prudential Bluechip Fund - Direct Plan - Growth, PGIM India Large Cap Fund - Direct Plan - Growth, Tata Large Cap Fund - Direct Plan - Growth, ITI Large Cap Fund - Direct Plan - Growth, Sundaram Mid Cap Fund - Direct Plan - Growth, Sundaram Large and Mid Cap Fund - Direct Plan - Growth, Sundaram Liquid Fund - Direct Plan - Growth, Sundaram Aggressive Hybrid Fund - Direct Plan - Growth, Sundaram Large Cap Fund - Direct Plan - Growth, Sundaram Services Fund - Direct Plan - Growth, Sundaram Small Cap Fund - Direct Plan - Growth, Sundaram Flexi Cap Fund - Direct Plan - Growth, Sundaram Multi Cap Fund - Direct Plan - Growth, Sundaram Ultra Short Duration Fund - Direct Plan - Growth, Sundaram Large Cap Fund - Direct Plan (G). Click here to read a primer on SIP investing. Go. Sundaram Balanced Fund. I needed money for it. However, the Mutual Fund company doesn't update it every day. 2, Axis Bluechip Fund - Direct Plan - Growth: Axis Bluechip Fund is worst performer on 1, 2, 3. Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund . If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request. This Fund. Mutual fund investments are subject to market risks, please read all scheme related documents carefully before investing.Returns are not assured or guaranteed. View more There are funds with huge AUMs that continue to perform well despite their size. What is the AUM or size of Sundaram Mid Cap Fund? 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. Sundaram Mid Cap Fund Regular-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. For this plan of you pay1.8%as annual charges. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. The fund has doubled the money invested in it every 3 yrs. That's it. My friends suggested stocks, but I didnt know anything and heard Incepted in July 2014, it is closely modelled on the flagship mid-cap strategy of the group. As per SEBIs latest guidelines to calculate risk grades, investment in the Sundaram Mid Cap Fund - Regular Plan comes under Very High risk category. Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited. This fund has been in existence for 10 yrs 7 m, having been launched on Mid Cap Fund. The Sundaram Mid Cap Fund is a 21 yrs 1 m old fundand has delivered average annual returns of 23.71% since inception. 2. Invest as low as 10,000 and earn better returns than FD, Find safe & high-yielding bonds for your buck. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. NAV : 767.7664 1.1%. Last updated 2 days ago.Learn More, Split between different types of investments, Split between categories of Equity investments. The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Discover the right bonds meeting your investment amount & investment horizon, Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation, 15-20 High Growth Stocks primed for price jumps. You will be allocated number of units based on this price. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie 100 in our example) and based on difference, you need to adjust amount. 3 is/are ranked 4 * , We've set alerts for all your watchlisted funds. He bought a car as he regularly invested in a fund of Sundaram Mutual. The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. Current NAV: The Current Net Asset Value of the Sundaram Large and Mid Cap Fund as of Jun 02, 2023 is Rs 24.28 for IDCW option of its Regular plan. Sundaram Mid Cap Reg-G Online: Get Sundaram Mid Cap Reg-G NAV, returns, performance and compare mutual funds for better returns at Moneyfy. Mid Cap Fund : The fund has 95.35% investment in domestic equities of which 10.98% is in Large Cap stocks, 50.09% is in Mid Cap stocks, 15.99% in Small Cap stocks. Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. WebThe fund was previously known as Sundaram Sel Mid Cap Gr. i think for monthly dividend, hdfc advantage balanced monthly dividend scheme is the best. Sundaram Large and Mid Cap Fund Direct-Growth Fund Key Highlights 1. NAV or Net Asset Value is the per-unit price of the Mutual Fund. Take our Free Investor Personality Test. What is the current NAV of Sundaram Mid Cap Fund? Returns: Its trailing returns over different time periods are: 11.85% (1yr), 19.19% (3yr), 11.28% (5yr) and 17.63% A higher Alpha is preferred. Sundaram Mid Cap Fund - Regular Plan belongs to the Equity : Mid Cap category of funds. Past performance is not an indicator of future returns. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. WebSundaram Large and Mid Cap Fund-IDCW Fund Key Highlights 1. i think for monthly dividend, hdfc advantage balanced monthly dividend scheme is the best. CIN: U93090TN1996PLC034615 Regd. Category : Mid Cap Fund. WebSundaram India Midcap Fund Highlights. Top funds often change frequently, sometimes even on a daily basis. 2, Axis Bluechip Fund - Direct Plan - Growth: Axis Bluechip Fund is worst performer on 1, 2, 3. Sundaram Mid Cap Fund Regular-Growth is a Mid Cap mutual fund scheme from, Scan the QR Code to download the ET Money app, Monthly SIP is not available for this fund, Copyright 2023 etmoney.com All Rights Reserved. Small Cap Fund : The fund has 95.19% investment in domestic equities of which 8.04% is in Large Cap stocks, 6% is in Mid Cap stocks, 56.46% in Small Cap stocks. Sundaram Mutual Fund decides to change the name of the following schemes with effect from May 04, 2018: Existing. Sundaram Mid Cap Fund - Growth. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be 6000). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. Sundaram Mid Cap Fund Regular Plan - Growth (Erstwhile Sundaram Select Midcap-Growth) Fund House: Sundaram Mutual Fund. With Scripbox you can compare and check the latest nav for all mutual funds in India. Data Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research. If number of stars are higher then relative performance was better. Consumer; Commercial; Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). Contact Us. (Earn upto 0.84% Extra Returns with Direct Plan). VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. NAV is nothing but the unit price for the fund. Great! 2, Switch to Axis Growth Opportunity Fund OR Axis mid cap OR Axi Small Cap fund, Recommend to Invest in Quant small cap Sundaram Mid Cap Fund - IDCW. 2 is/are ranked 5 * , Large & Mid Cap Fund : The fund has 96.83% investment in domestic equities of which 48.13% is in Large Cap stocks, 22.15% is in Mid Cap stocks, 8.73% in Small Cap stocks. 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. However if right most red scale is selected, then there is very high risk of negative returns on your investment. Are you sure you want to invest in a fund that is, Previously called: Sundaram Select Midcap Direct-G, 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. For reprint rights: The scheme aims to achieve capital appreciation by investing in mid-cap stocks. Go. Its ability to control losses in a falling market is high. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount. Lower expense ratio leads to higher returns for investors. Get an analysis of your portfolio along with actionable, general tips and insights, guidance on where to invest based on your goals, and experts' opinions on individual Mutual Funds and Stocks. Category : Mid Cap Fund. The Expense Ratio of the direct plan of Sundaram Mid Cap Fund is 0.96%. SBI Retirement Benefit Fund - Aggressive Hybrid Plan will this mutual fund give Insurance coverage 50 Lakhs maximum or 25-100 times of our inve  Start systematically with a smaller amount and earn high over a period of time. As someone who has invested before, I was keen to find a fund that fit my needs. Sundaram Mid Cap Fund - Growth. Which is the best scheme for one time of 1000 . 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. Invest a stipulated amount of money, every month or quarter, instead of in bulk, "When my daughter was born, it was important that my husband and I plan for her future immediately. Current NAV: The Current Net Asset Value of the Sundaram Mid Cap Fund - Direct Plan as of Aug 11, 2023 is Rs 930.96 for Growth option of its Direct plan. It was this decision of mine which made my dream real. Sundaram Mutual Fund: Fund Name: Sundaram Large and Mid Cap Fund (G) Contact Persone: Ravi Gopalakrishnan: Registered Address: Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 Telephone No: 044-2858 3362/3367: Fax No. Copyright e-Eighteen.com Ltd. All rights reserved. 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. 2, Which is the best scheme for one time of 1000 . Know if the fund has given consistent return, Also know if the fund has sustained protection from volatility. WebMid-cap threshold (market-cap of 50th stock) 11,494 Weighted Average Market cap 7,499 Median Market Cap 4,131 Largest-value stock by market cap 99,330 Smallest-value Go. Mr. Bharath is a B Com (H), MBA and ICWA. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. Get the latest information and complete track record of Sundaram Mid Cap Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house. Agricultural, Commercial & Construction Vehicles, : Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014. Last updated 2 days ago. Get better recommendations Make better investments. By continuing, I agree to the Declaration and T&Cs. Sign up and unlock the power yourself. By using this site, you agree to the Terms of Service and Privacy Policy. Sundaram large and Mid Cap Fund. How do I invest in Sundaram Mid Cap Fund Regular-Growth? View more, SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth: I have a question. Bifurcation by Holding is not available for this fund, Bifurcation by Credit Quality is not available for this fund, Bifurcation by Instrument is not available for this fund, Sign-up for free to compare fund with mid cap funds, Investors understand that their principal will be at Very High risk. Prior to Determine this by answering these simple questions. View more. The NAV of Sundaram Mid Cap Fund for Aug 21, 2023 is 871. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Mutual funds can be bought directly from the website of the fund house. Invest in high-rated bonds from as low as Rs. Sundaram Towers No. Sundaram large and Mid Cap Fund (G) was launched on Feb 27, 2007. As an investor you do not need to pay any additional fees to purchase any of these options. By continuing, I accept the Terms & Conditions and agree to receive communication on Whatsapp, Calculate the worth of your wealth at retirement, Open Demat with exclusive Advice & Services, Get a dedicated Relationship Manager to help you grow your wealth, Exclusive advisory on 20+ trading & wealth based investment options, One tap Investments, Automated trading & much more, Sundaram Mid Cap Fund - (IDCW)- NAV Details, Sundaram Mid Cap Fund - (IDCW)- NAV Chart, Sundaram Mid Cap Fund - (IDCW)- Performance(%), Sundaram Mid Cap Fund - (IDCW)- Latest Dividends, Sundaram Mid Cap Fund - (IDCW)- Investment Details, 2023, IIFL Securities Ltd. All Rights Reserved, Investor Charter for Depository Participant, Information Contained in links to the Investor Charter. Sundaram Mid Cap Fund Direct-Growth returns of last 1-year are 19.24%. Redeeming your investments in Sundaram Mid Cap Fund is super easy. By continuing, I accept the T&C and agree to receive on Whatsapp. However if right most red scale is selected, then there is very high risk of negative returns on your investment. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category. View more, SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth: I have a question. It has an AUM of Crores and the latest NAV decalared is 928.406 as on 15 Aug 2023 at 12:33 pm. Sundaram Mid Cap Fund Direct-IDCW Fund Key Highlights 1. Sundaram Mid Cap Fund - Direct Plan : Overview, Performance, Portfolio | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/16125/sundaram-mid-cap-fund-direct-plan/. I used to work in a fashion house, but always wanted my own boutique. As an investor you do not need to pay any additional fees to purchase any of these options. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. Sundaram Mid Cap Fund ranked 16 among 18 mid cap schemes that have completed 10 years, and offered 18.24% returns. You will be allocated number of units based on this price. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. INVEST NOW! 2. Launched in 2002, Sundaram Mid Cap 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  Learn the principles, mindset and tools you need to become a successful Mutual Fund and Stock investor from the masters who have been doing this for decades. This is the annual fees, fund charges you to manage your money. Large Cap Fund : The fund has 96.82% investment in domestic equities of which 71.76% is in Large Cap stocks, 8.46% is in Mid Cap stocks. Go. 4 is/are ranked 1 * , Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. 391, Udyog Vihar, Phase-III, Gurugram, Haryana, 122016, Email Id - help@etmoneycare.com Email Id of Principal Officer - po@etmoney.com, SEBI Regional office address: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023. You would have earned 1,001 more by investing in ET Money Direct Plan. Positioning: Sundaram India Midcap Fund is an open end, daily dealing, Singapore domiciled, US dollar denominated, pure India Fund House : Sundaram Mutual Fund. If the fund size is too small than fund may not get enough resources to put into research and management. WebSundaram Mid Cap Fund - (IDCW) - Get the latest NAV, dividends, performance & fund holdings etc. You confirm that you have seen and understood your investor personality by entering the OTP. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. You can read more about ranking methodology. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date. What are the top sectors Sundaram Mid Cap Fund has invested in? I & II Floor, No. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. Positioning: Sundaram India Midcap Fund is an open end, daily dealing, Singapore domiciled, US dollar denominated, pure India WebGet detailed Portfolio analysis for Sundaram Mid Cap Fund - Institutional. Websundaram large and mid cap fund direct growth inf903j01pq1 sundaram large and mid cap fund direct idcw reinvestment inf903j01pp3 sundaram large and mid cap fund direct idcw payout inf173k01ev3 sundaram dividend yield fund - direct growth inf173k01et7 sundaram dividend yield fund - direct half yearly idcw reinvestment inf173k01es9 View more The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. | So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 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. Find detailed report in terms of 52 week high/low, charts, news, scheme details, peer scheme comparison, dividend history, return calculator and more.
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