
NAV ₹126.33 as on 17 Nov 2025
RiskVery High
Fund Size₹2,276.13Cr
| NAV | ₹126.33 as on 17 Nov 2025 |
|---|---|
| Risk | Very High |
| Fund Size | ₹2,276.13Cr |
Lock-in
No Lock-in
Min One Time Amount
₹5,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹1,000
Exit Load
If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil 1% - If units off the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment. Nil - If units of scheme are redeemed or switched out after 12 months from the date of allotment.
Age
12 years 10 months (Since Jan 02, 2013)
Return since Launch
19.69%
Expense ratio
0.56%
Type
OPEN
AUM (Fund Size)
₹2,276.13
Risk Grade
Very High
Benchmark
Nifty Midcap 150 TRI
Name:
Shiv Chanani
Experience:
He joining Sundaram Mutual in September 2011 as Head of Equity Research and was later appointed as Fund Manager. He has an experience of over 15 years in Equity Research and Fund Management. His prior experience includes working with ICICI Securities Limited and Reliance Mutual Fund. His experience as an equity analyst tracking various sectors including automobiles and oil & gas along with his ability to implement a top-down approach analyzing economic variables and their impact on various sectors, has added tremendous value to the fund management style for the fund house.
GE Vernova T&D India Ltd
3.34%Hitachi Energy India Ltd
2.34%Thermax Ltd
0.85%Indian Bank
3.02%Your investment will be at Very High Risk
| Rank (total assets) | #22 in India |
|---|---|
| Total AUM | ₹50,753.22Cr |
| Date of Incorporation | 05 Nov 1992 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.96% | 7.01% | 4.68% | 1.51% |
| Category average | 8.32% | 6.91% | 4.59% | - |
| Rank within category | 12 | 16 | 13 | - |

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