Compare Sundaram Mid Cap Fund vs Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.73
1.72
NAV
₹1419.10
₹178.97
Fund Started
24 Jun 2002
15 Feb 2007
Fund Size
₹11898.19 Cr
₹9895.34 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
13.58%
15.79%
3 Year
24.80%
26.66%
5 Year
20.21%
21.46%
Equity
95.93%
99.05%
Cash
4.07%
0.95%
Top 10 Holdings
Cummins India Ltd. | 4.05% |
GE Vernova T&D India Ltd | 3.44% |
Mahindra & Mahindra Financial Services Ltd. | 2.76% |
Coromandel International Ltd. | 2.64% |
The Federal Bank Ltd. | 2.27% |
BSE Ltd. | 2.13% |
Kalyan Jewellers India Ltd. | 2.13% |
Marico Ltd. | 2.10% |
Lupin Ltd. | 2.10% |
Jindal Steel Ltd. | 2.08% |
The Federal Bank Ltd. | 5.85% |
BSE Ltd. | 5.15% |
AU Small Finance Bank Ltd. | 5.06% |
Prestige Estates Projects Ltd. | 4.76% |
Max Healthcare Institute Ltd. | 4.64% |
Swiggy Ltd. | 4.31% |
Interglobe Aviation Ltd. | 4.16% |
L&T Finance Ltd. | 4.09% |
Glenmark Pharmaceuticals Ltd. | 4.02% |
Global Health Ltd. | 3.91% |
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 capital appreciation by investing predominantly in Midcap companies
Launch Date
24 Jun 2002
15 Feb 2007
