Sundaram Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Mid Cap funds is 82.60% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.87% | 1.15% |
| 2 Year Return | 22.37% | 14.53% |
| 3 Year Return | 48.58% | 40.78% |
| 4 Year Return | 130.49% | 68.09% |
| 5 Year Return | 99.25% | 82.60% |
| 6 Year Return | 61.02% | 138.43% |
| 7 Year Return | 121.11% | 178.44% |
| Expense Ratio | 0.75% | - |
Minimum Purchase: ₹100
Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Sundaram Mid Cap Fund - Direct Plan is managed by SUNDARAM and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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