﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram Mid Cap Fund</Fund_Name><Option_Names_Regular__Direct>Regular Plan and Direct Plan- Options: Growth, IDCW Payout, IDCW Reinvestment</Option_Names_Regular__Direct><Fund_Type>An open ended equity scheme investing predominantly in mid cap stocks</Fund_Type><Riskometer_At_the_time_of_Launch>Very High Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Mid Cap</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>NA</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity and equity-related instruments  of mid instruments of mid cap companies@@ 65-100% high Other equities* 0-5% Fixed Income, Money Market instruments and Cash &amp;amp; Cash equivalents 0-35% Low to Medium Investment in ReITs &amp;amp; InvITs 0-10% Medium to high</Stated_Asset_Allocation><Face_Value> Rs. 10/- </Face_Value><NFO_Open_Date>NA</NFO_Open_Date><NFO_Close_date>NA</NFO_Close_date><Allotment_Date>01 Jul 2002</Allotment_Date><Reopen_Date>NA</Reopen_Date><Maturity_Date_For_closedend_funds>NA</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty Mid Cap 150 TRI</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>FM1 - Mr. S Bharath, FM2- Mr. Shalav Saket(Overseas Securities)</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>FM 1 -Feb 24, 2021, FM 2 -Feb 24, 2021</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 1.87, Direct 1.06</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 %, if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.</Exit_Load_if_applicable><Custodian>Standard Chartered Bank, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>MC</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>Regular Plan IDCW Payout INF903J01181; Regular Plan IDCW Re-Investment INF903J01199; Regular Plan Growth INF903J01173; Direct Plan IDCW Payout INF903J01Mh7; Direct Plan Growth INF903J01MJ3; Direct Plan IDCW Reinvestment INF903J01MI5</ISINs><AMFI_Codes_To_be_phased_out>101538, 101539, 119581 and 119582</AMFI_Codes_To_be_phased_out><SEBI_Codes>SUND/O/E/MIF/02/06/0010</SEBI_Codes><Minimum_Application_Amount>Rs. 100</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>Re.1/-</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Rs.100/-</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>Re.1/-</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Rs.100/-</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>1 unit</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>&amp;quot;The minimum amount for redemption/switch out will be: The minimum amount for redemption/switch out will be: Regular &amp;amp; Direct Plan: Rs.100/- &amp;quot;</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>1 unit</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Not Applicable</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP: Daily, Weekly, Monthly and Quarterly , STP: Daily, Weekly, Monthly, Quarterly , SWP: Monthly; Quarterly, Half-Yearly and Annuall</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>&amp;quot;SIP: Weekly: Rs. 1000, Daily, Monthly: Rs.100, Quarterly: Rs. 750.  STP: Daily, Weekly : Rs. 1000, Monthly: Rs. 100, Quarterly: Rs. 750                                                                     SWP: Monthly and Quarterly: Rs.100/-&amp;quot;</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>&amp;quot;SIP: Weekly, Monthly and Quarterly Minimum Six installments, Daily : 92 Instalments STP: Minimum Six installments &amp;quot;</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any Day (1st to 31st), Weekly (All Working days)</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>