Compare Sundaram Mid Cap Fund vs Edelweiss Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.73
1.68
NAV
₹1292.41
₹93.19
Fund Started
24 Jun 2002
09 Nov 2007
Fund Size
₹13235.50 Cr
₹14355.22 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 90 days.
1 Year
4.47%
3.99%
3 Year
21.82%
22.23%
5 Year
17.42%
18.55%
Equity
97.22%
96.75%
Cash
2.78%
-0.34%
Top 10 Holdings
Cummins India Ltd. | 4.03% |
GE Vernova T&D India Ltd | 3.38% |
Mahindra & Mahindra Financial Services Ltd. | 3.25% |
Coromandel International Ltd. | 2.69% |
The Federal Bank Ltd. | 2.36% |
Indian Bank | 2.14% |
IDFC First Bank Ltd. | 2.13% |
Kalyan Jewellers India Ltd. | 2.09% |
Jindal Steel Ltd. | 2.09% |
Hindustan Petroleum Corporation Ltd. | 2.08% |
Marico Ltd. | 2.43% |
Multi Commodity Exchange Of India Ltd. | 2.34% |
The Federal Bank Ltd. | 2.33% |
Fortis Healthcare Ltd. | 2.27% |
Indian Bank | 2.15% |
APL Apollo Tubes Ltd. | 2.00% |
IDFC First Bank Ltd. | 1.97% |
Oil India Ltd. | 1.91% |
AU Small Finance Bank Ltd. | 1.90% |
JK Cement Ltd. | 1.76% |
Name
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Start Date
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Description
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. 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.
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
Launch Date
24 Jun 2002
09 Nov 2007
