Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
AUM:
₹ 12,501.45 Cr
Expense Ratio
1.75%
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 | -0.27 | 22.84 | 26.04 |
| NIFTY MIDCAP 150 TRI | -1.26 | 22.96 | 27.73 |
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
1414.9855
Last change
3.51 (0.248%)
Fund Size (AUM)
₹ 12,501.45 Cr
Performance
23.89% (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 | 3.95 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.16 |
| TREPS | 3.13 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.83 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.62 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.42 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.38 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.17 |
| J.K.CEMENT LIMITED EQ | 2.07 |
| Persistent Systems Ltd | 2.06 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.54 |
| Capital Goods | 13.65 |
| Healthcare | 11.81 |
| Automobile and Auto Components | 7.37 |
| Consumer Services | 5.41 |
| Fast Moving Consumer Goods | 5.19 |
| Information Technology | 5.05 |
| Chemicals | 4.87 |
| Consumer Durables | 4.59 |
| Realty | 3.59 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Gr | 26.04 |
| Invesco India MidCap Gr | 27.57 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Kotak Midcap Fund Reg Gr | 27.12 |
| ICICI Pru MidCap Gr | 26.17 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| HDFC Mid Cap Fund Gr | 28.57 |
| Edelweiss MidCap Reg Gr | 28.59 |
| PGIM India Midcap Fund Reg Gr | 24.08 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 28.78 |