Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
AUM:
₹ 12,917.63 Cr
Expense Ratio
1.74%
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, FM3- Mr. Shalav Saket(Overseas Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 17.07 | 23.45 | 18.54 |
| NIFTY MIDCAP 150 TRI | 16.23 | 22.66 | 19.24 |
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
1381.4511
Last change
-8.42 (-0.6098%)
Fund Size (AUM)
₹ 12,917.63 Cr
Performance
23.24% (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. 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.
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier, FM3- Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.56 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 3.35 |
| TREPS | 3.08 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.98 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.83 |
| IDFC FIRST BANK LIMITED EQ | 2.46 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.36 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 2.09 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.07 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.32 |
| Capital Goods | 13.56 |
| Healthcare | 9.97 |
| Automobile and Auto Components | 7.7 |
| Fast Moving Consumer Goods | 6.16 |
| Information Technology | 4.78 |
| Consumer Services | 4.59 |
| Consumer Durables | 4.47 |
| Chemicals | 4.33 |
| Realty | 3.7 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Gr | 18.54 |
| ICICI Pru MidCap Gr | 19.32 |
| HSBC Midcap Fund Reg Growth | 17.62 |
| Mirae Asset MidCap Reg | 16.9 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 21.24 |
| Invesco India MidCap Gr | 19.74 |
| Edelweiss MidCap Reg Gr | 20.32 |
| Kotak Midcap Fund Reg Gr | 18.08 |
| Union MidCap Reg Gr | 17.44 |
| HDFC Mid Cap Fund Gr | 21.16 |