Compare Sundaram Mid Cap Fund vs HDFC Mid Cap Fund
Sundaram Mid Cap Fund
HDFC Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.86
1.31
NAV
₹1632.75
₹231.41
Fund Started
24 Jun 2002
07 May 2007
Fund Size
₹14863.43 Cr
₹108324.55 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
4.43%
5.35%
3 Year
17.14%
16.49%
5 Year
15.75%
18.07%
Equity
96.71%
92.93%
Cash
3.29%
7.07%
Top 10 Holdings
Mahindra & Mahindra Financial Services Ltd. | 2.94% |
Kalyan Jewellers India Ltd. | 2.61% |
Cummins India Ltd. | 2.48% |
The Federal Bank Ltd. | 2.47% |
Coforge Ltd. | 2.24% |
Coromandel International Ltd. | 2.22% |
IDFC First Bank Ltd. | 2.21% |
GE Vernova T&D India Ltd | 2.09% |
Max Financial Services Ltd. | 1.91% |
Indusind Bank Ltd. | 1.88% |
The Federal Bank Ltd. | 4.21% |
AU Small Finance Bank Ltd. | 3.98% |
Max Financial Services Ltd. | 3.79% |
Ipca Laboratories Ltd. | 3.30% |
Glenmark Pharmaceuticals Ltd. | 3.07% |
Indian Bank | 3.06% |
Balkrishna Industries Ltd. | 3.02% |
Coforge Ltd. | 2.86% |
Fortis Healthcare Ltd. | 2.69% |
Vishal Mega Mart Ltd. | 2.31% |
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 seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
24 Jun 2002
07 May 2007
