Sundaram Mid Cap Fund - Dividend - Payout

3
Mid Cap NAV 30.4708 5.38 20 September, 2019
  • 7.71%
  • 9Y 4M

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 30 July, 2002
Benchmark S&P BSE Mid Cap
Asset Size(Cr) 5420.25 (As on Aug 19)
Min Investment ₹ 500
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load 1 % For 365 Days
Expense Ratio 1.97% (As on Aug 19)
Fund Manager S Krishna Kumar

Investment Returns (As on 20 Sep, 2019)

  • 3 Month -8.2%
  • 6 Month -10.36%
  • 1 Year -12.98%
  • 3 Year 0.89%
  • 5 Year 7.71%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Mid Cap Fund - Dividend - Payout -12.98% 0.89% 7.71%
Axis Mid Cap Fund (G) -1.82% 9.81% 9.32%
L&T Midcap Fund (G) -13.08% 5.27% 9.98%
DSP Midcap Fund (G) -5.02% 4.83% 9.98%
Kotak Emerging Equity Scheme (G) -5.99% 4.65% 10.86%
HDFC Mid-Cap Opportunities Fund (G) -11.99% 2.54% 8.58%

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