Investment type
Sundaram Mid Cap Fund - Direct (G) is a mutual fund under the Large Cap category, managed by Nippon India Mutual Fund. It was launched on January 1, 2013, and has been active for over 12 years. As of June 30, 2024, the fund manages assets worth ₹35,700 Crores, placing it as a medium-sized fund in its category. The expense ratio is 0.66%, which is relatively lower compared to many other Midcap Mutual Funds.
This fund generated returns of 12.46% in the last 1 year. Since its inception, it has provided an average annual return of 16.21%. Historically, it has doubled the invested capital approximately 4 years.
The fund stands out for its consistent ability to generate returns, outperforming most of its peers in this category. It also shows a strong capability to limit losses during market downturns, offering better downside protection compared to many other funds.
The fund's investments are mainly concentrated in sectors like Financials, Energy, Technology, Consumer Staples, and Services. However, compared to other Midcap Mutual Funds, it has a slightly lower exposure to the Financial and Energy sectors.
The top five holdings in this fund include prominent companies such as HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., ITC Ltd., and Infosys Ltd.
Nippon India Large Cap Fund seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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