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Sundaram Mid Cap Institutional Dividend Payout (0P0000K9VM.BO)

40.67
+1.09
+(2.76%)
At close: January 1 at 1:30:00 AM GMT+5:30

Fund Summary

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

Sundaram Mid Cap Institutional Dividend Payout

Sundaram Asset Management Company Limited
Sundaram Towers,

Fund Overview

Category Small/Mid-Cap
Fund Family Sundaram Asset Management Company Ltd
Net Assets 19.02B
YTD Return 38.60%
Yield 7.25%
Morningstar Rating
Inception Date Jun 17, 2010

Fund Operations

Last Dividend 2.65
Last Cap Gain 0.00
Holdings Turnover 41.59%
Average for Category --

Fees & Expenses

Expense 0P0000K9VM.BO Category Average
Annual Report Expense Ratio (net) 1.50% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 0.00% --
Max Deferred Sales Load 1.00% --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

S Krishnakumar, Lead Manager since November 01, 2012
S Krishnakumar is an engineer from REC (now National Institute of Technology), Trichy, he received an MBA from LIBA, Chennai. He has worked for eighteen years, of which the most recent eleven years relate to the equity markets. Before joining our fund house, he was Vice President (Research) at Anush Shares & Securities.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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