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Jama - Sundaram Mid Cap Fund


Sundaram Mid Cap Fund

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Equity-Mid Cap
NAV : 850.9865
(+7.892699999999991
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)
AUM : ₹70 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.55%7.31%3.23%21.99%13.94%29.1%10.44%



NAV History



Expense Ratio Trends


Fund Details
NAV850.9865
Launch Date02-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio99.0%
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₹1,01,604₹1,01,395₹209
After 1 year₹1,21,989₹1,20,916₹1,073
After 3 years₹2,15,149₹2,09,734₹5,415
After 20 years₹1,65,29,604₹1,39,46,244₹25,83,360

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 : 29.1% 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