AMC Name – Sundaram Asset Management GIFT City
Fund Name – Sundaram INDIA Mid Cap – GIFT
- Inbound
- Equity
- Open Ended
- USD Investment
Benchmark – Nifty Midcap 150 TR
Investment Objective – The investment objective of the Sundaram India Mid Cap – GIFT Fund is to provide long-term capital growth by predominantly investing in units of the underlying Sundaram Asset Management Sundaram Mid Cap Fund, which is registered with SEBI. The fund aims to give global investors exposure to high-growth Indian mid-cap companies through the GIFT City structure.
Minimum Investment – $5000
Additional Investment – $1000
Lock in Period – Nil
Expense Ratio – 1.5 %
Exit Load – 2% of the NAV if redeemed within 12 Months, 1% of NAV if redeemed beyond 12 Months but within 24 Months
NAV at the Inception – $ 10
Present NAV – $ 10.67 (March 2026)
Fund Manager: Mr. Saurabh Kapadia.
Top 10 Holdings of the Funds
Logos of Cummins India Ltd, Mahindra & Mahindra Financial Services Ltd, GE Vernova T and D India Ltd, Coromandel International Ltd Prv, IDFC Bank Ltd, Federal Bank, Jindal Steel Ltd, Hindustan Petroleum Corpn Ltd, BSE Ltd, Indian Bank