Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
AUM:
₹ 11,017.41 Cr
Expense Ratio
1.75%
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 | 58.74 | 26.49 | 22.46 |
| NIFTY MIDCAP 150 TRI | 59.33 | 27.46 | 27.93 |
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
1266.2539
Last change
12.3 (0.9717%)
Fund Size (AUM)
₹ 11,017.41 Cr
Performance
24.79% (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 (%) |
|---|---|
| Cummins India Ltd. | 3.99 |
| The Federal Bank Ltd. | 2.98 |
| Kalyan Jewellers India Ltd. | 2.94 |
| Tube Investments Of India Ltd. | 2.92 |
| Others | 2.92 |
| Trent Ltd. | 2.92 |
| Power Finance Corporation Ltd. | 2.5 |
| Oberoi Realty Ltd. | 2.33 |
| Fortis Healthcare Ltd. | 2.25 |
| Bharat Electronics Ltd. | 2.24 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 18.38 |
| Services | 13.57 |
| Capital Goods | 11.59 |
| Healthcare | 10.83 |
| Automobile | 9.82 |
| Materials | 5.11 |
| Consumer Discretionary | 4.72 |
| Energy | 4.29 |
| Technology | 4.25 |
| Metals & Mining | 3.91 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Gr | 22.46 |
| Quant MidCap Gr | 35.1 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| JM Midcap Fund Reg Gr | 0.0 |
| HSBC Midcap Fund Reg Growth | 23.17 |
| ICICI Pru MidCap Gr | 24.85 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 28.31 |
| Nippon India Growth Fund Gr Gr | 28.18 |
| Motilal Oswal Midcap Fund Reg Gr | 29.67 |
| LIC MF Mid Cap Fund Reg Gr | 22.35 |