NAV on (09 Dec 2025 )
₹65.69 ▲
(+0.45%)
Fund Size
₹13235.84 Crores
1Y Returns
-5.96 %
To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.
Sundaram Asset Management Company Ltd.
Launch Date
July 30, 2002
Fund Manager
Mr. S Bharath
Initial Price
10
AUM Fund
13235.84 Cr
Min investment
Rs 100
Expense Ratio
1.74%
Daily - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 90 installments.Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs.100/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 750/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.
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.
1 Month
-0.81%
6 Months
-4.48%
1 Year
-5.96%
2 Years
+10.35%
3 Years
+14.23%
5 Years
+14.67%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 39.46% | 0.00% | ₹3151.53 | |
| 38.60% | 56.97% | ₹10450.74 | |
| 30.66% | 67.83% | ₹12646.93 | |
| 29.59% | 70.65% | ₹42980.74 | |
| 29.14% | 32.31% | ₹10450.74 |
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