Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
AUM:
₹ 11,335.14 Cr
Expense Ratio
1.74%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01173
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Bharath S., Ratish Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 10.38 | 22.14 | 28.75 |
| NIFTY MIDCAP 150 TRI | 6.71 | 22.12 | 32.63 |
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
1272.3635
Last change
-6.74 (-0.5294%)
Fund Size (AUM)
₹ 11,335.14 Cr
Performance
23.76% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Fund Manager
Bharath S., Ratish Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Sundaram Liquid Fund - Direct Growth | 4.01 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.42 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.27 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.06 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.48 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.42 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.39 |
| TREPS | 2.37 |
| Persistent Systems Ltd | 2.36 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.15 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.42 |
| Capital Goods | 12.6 |
| Healthcare | 10.83 |
| Automobile and Auto Components | 8.11 |
| Consumer Services | 7.0 |
| N/A | 6.47 |
| Information Technology | 5.66 |
| Consumer Durables | 5.19 |
| Chemicals | 5.1 |
| Fast Moving Consumer Goods | 4.11 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Gr | 28.75 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |
| HDFC Mid-Cap Opportunities Gr | 32.26 |