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Jama - Sundaram Midcap Fund


Sundaram Midcap Fund

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Equity-Midcap
NAV : 656.2778
(+12.945899999999938
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)
AUM : ₹5,186 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.65%-9.99%-11.03%0.45%26.4%11.45%6.6%



NAV History



Expense Ratio Trends


Fund Details
NAV656.2778
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio91.0%
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 3 years₹1,38,450₹1,35,093₹3,357
After 20 years₹8,74,872₹7,42,808₹1,32,064

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 11.45% 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