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Jama - Sundaram Mid Cap Fund


Sundaram Mid Cap Fund

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Equity-Mid Cap
NAV : 978.3724
(-2.8009000000000697
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)
AUM : ₹70 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.29%13.42%30.28%19.26%14.38%30.04%NA



NAV History



Expense Ratio Trends


Fund Details
NAV978.3724
Launch Date02-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio96.0%
Exit Load : Exit Load 1% if redeemed within 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,14,139₹1,13,902₹237
After 1 year₹1,19,259₹1,18,250₹1,009
After 3 years₹2,19,913₹2,14,353₹5,560
After 20 years₹1,91,28,069₹1,61,26,273₹30,01,796

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 30.04% Past 3 yr Data




Fund Objective:
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Fund Manager:
S. Bharath