Compare Sundaram Mid Cap Fund vs HDFC Mid Cap Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.74 | 1.36 |
NAV | ₹1373.40 | ₹198.12 |
Fund Started | 24 Jun 2002 | 07 May 2007 |
Fund Size | ₹13292.89 Cr | ₹92641.55 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 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.74
1.36
NAV
₹1373.40
₹198.12
Fund Started
24 Jun 2002
07 May 2007
Fund Size
₹13292.89 Cr
₹92641.55 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 1 year.
1 Year | 5.80% | 9.19% |
3 Year | 23.40% | 24.69% |
5 Year | 20.44% | 23.80% |
1 Year
5.80%
9.19%
3 Year
23.40%
24.69%
5 Year
20.44%
23.80%
Equity | 95.46% | 92.88% |
Cash | 4.54% | 7.12% |
Equity
95.46%
92.88%
Cash
4.54%
7.12%
Top 10 Holdings |
|
|
Top 10 Holdings
Cummins India Ltd. | 3.86% |
Mahindra & Mahindra Financial Services Ltd. | 3.50% |
Coromandel International Ltd. | 2.95% |
GE Vernova T&D India Ltd | 2.73% |
IDFC First Bank Ltd. | 2.45% |
The Federal Bank Ltd. | 2.38% |
Hindustan Petroleum Corporation Ltd. | 2.31% |
Kalyan Jewellers India Ltd. | 2.16% |
Marico Ltd. | 2.07% |
PB Fintech Ltd. | 2.02% |
Max Financial Services Ltd. | 4.65% |
AU Small Finance Bank Ltd. | 4.21% |
The Federal Bank Ltd. | 3.69% |
Indian Bank | 3.33% |
Balkrishna Industries Ltd. | 3.31% |
Hindustan Petroleum Corporation Ltd. | 2.99% |
Coforge Ltd. | 2.80% |
Glenmark Pharmaceuticals Ltd. | 2.78% |
Ipca Laboratories Ltd. | 2.74% |
Mahindra & Mahindra Financial Services Ltd. | 2.70% |
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Start Date | - | - |
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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 seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 24 Jun 2002 | 07 May 2007 |
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 seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
24 Jun 2002
07 May 2007