NAV on (31 Dec 2021 )
₹767.77 ▲
(+1.10%)
Fund Size
₹10450.74 Crores
1Y Returns
38.60 %
To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.
Sundaram Asset Management Company Ltd.
Launch Date
May 26, 2009
Fund Manager
Mr. S Bharath
Initial Price
10
AUM Fund
10450.74 Cr
Min investment
Rs 10000000
Expense Ratio
1.59%
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
+2.55%
6 Months
+12.44%
1 Year
+38.60%
2 Years
+24.97%
3 Years
+16.22%
5 Years
+13.66%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 39.46% | 0.00% | ₹3141.26 | |
| 38.60% | 56.97% | ₹10450.74 | |
| 30.66% | 67.83% | ₹13195.72 | |
| 29.59% | 70.65% | ₹43542.34 | |
| 29.14% | 32.31% | ₹10450.74 |