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Sundaram Mid Cap Fund Regular Plan - Growth

Category: Equity: Mid Cap Launch Date: 01-07-2002
AUM:

₹ 12,818.1 Cr

Expense Ratio

1.73%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF903J01173

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Mid Cap Fund Regular Plan - Growth 1.42 24.7 28.29
NIFTY MIDCAP 150 TRI -1.74 24.72 30.44
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
1372.5781
Last change
-4.65 (-0.3387%)
Fund Size (AUM)
₹ 12,818.1 Cr
Performance
23.88% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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

Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
CUMMINS INDIA LIMITED EQ FV RS.2 3.42
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- 3.35
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 3.25
KALYAN JEWELLERS INDIA LIMITED EQ 2.61
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- 2.43
FORTIS HEALTHCARE LIMITED. EQ 2.4
Persistent Systems Ltd 2.29
LUPIN LIMITED EQ NEW F.V. RS.2/- 2.28
GE T&D INDIA LIMITED EQ NEW RS. 2/- 2.17
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ 2.1

Sector Allocation

Sector Holdings (%)
Financial Services 22.43
Capital Goods 14.07
Healthcare 10.71
Automobile and Auto Components 6.64
Consumer Services 5.51
Consumer Durables 5.3
Chemicals 5.13
Information Technology 5.12
Fast Moving Consumer Goods 4.15
Realty 3.79