Compare Sundaram Mid Cap Fund vs Nippon India Growth Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.73
1.55
NAV
₹1419.10
₹4333.59
Fund Started
24 Jun 2002
25 Sep 1995
Fund Size
₹11898.19 Cr
₹39676.13 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 months
1 Year
13.58%
15.21%
3 Year
24.80%
26.40%
5 Year
20.21%
22.83%
Equity
95.93%
98.73%
Cash
4.07%
1.26%
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% |
BSE Ltd. | 3.58% |
Fortis Healthcare Ltd. | 2.71% |
The Federal Bank Ltd. | 2.68% |
AU Small Finance Bank Ltd. | 2.34% |
Bharat Forge Ltd. | 2.30% |
Voltas Ltd. | 2.22% |
ICICI Bank Ltd. | 2.13% |
Power Finance Corporation Ltd. | 2.12% |
Persistent Systems Ltd. | 2.02% |
Indus Towers Ltd. | 1.90% |
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 at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.
Launch Date
24 Jun 2002
25 Sep 1995
