Compare Sundaram Mid Cap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.7
1.72
NAV
₹1568.94
₹505.54
Fund Started
24 Jun 2002
25 Jun 2004
Fund Size
₹13378.01 Cr
₹13386.58 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
4.72%
16.35%
3 Year
22.04%
26.45%
5 Year
18.33%
18.66%
Equity
96.79%
98.63%
Cash
3.21%
1.38%
Top 10 Holdings
Cummins India Ltd. | 3.35% |
GE Vernova T&D India Ltd | 3.34% |
Mahindra & Mahindra Financial Services Ltd. | 2.67% |
BSE Ltd. | 2.57% |
Coromandel International Ltd. | 2.43% |
The Federal Bank Ltd. | 2.23% |
Kalyan Jewellers India Ltd. | 2.08% |
IDFC First Bank Ltd. | 1.99% |
Max Financial Services Ltd. | 1.99% |
Marico Ltd. | 1.97% |
BSE Ltd. | 5.13% |
GE Vernova T&D India Ltd | 4.94% |
FSN E-Commerce Ventures Ltd. | 4.85% |
Hitachi Energy India Ltd. | 4.72% |
Billionbrains Garage Ventures Ltd. | 3.88% |
The Federal Bank Ltd. | 3.86% |
Piramal Finance Ltd. | 3.51% |
PB Fintech Ltd. | 3.43% |
Lenskart Solutions Ltd. | 3.23% |
Bharat Electronics Ltd. | 3.01% |
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 generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
24 Jun 2002
25 Jun 2004
