Sundaram Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Midcap Fund -Growth 7.73 8.30 66.99 7.21 11.76 24.39
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Midcap Fund -Growth Jul 19, 2002 Unrated 66.99 7.21 11.76 1.90 6,355.71
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 Unrated 79.42 12.83 15.93 1.76 28,671.84
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 85.43 17.25 17.67 1.82 12,463.37
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 63.85 15.73 16.95 1.86 12,162.25
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 63.92 19.90 19.47 1.87 11,834.27
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 80.09 16.32 16.86 1.86 9,746.07

Fund Holdings as on 31-May-2021

  • The Ramco Cements Ltd

  • Max Financial Services Ltd

  • Grindwell Norton Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • MindTree Ltd

  • Cummins India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Natco Pharma Ltd

  • Navin Fluorine International Ltd

  • Voltas Ltd

  • AU Small Finance Bank Ltd

  • Jubilant Foodworks Ltd

  • Sundaram Clayton Ltd

  • The Federal Bank Ltd

  • Page Industries Ltd

  • PI Industries Ltd

  • IPCA Laboratories Ltd

  • Emami Ltd

  • TREPS

  • MRF Ltd

  • Indraprastha Gas Ltd

  • Varun Beverages Ltd

  • LIC Housing Finance Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Container Corporation of India Ltd

  • Trent Ltd

  • City Union Bank Ltd

  • Gland Pharma Ltd

  • IDFC First Bank Ltd

  • Honeywell Automation India Ltd

  • SRF Ltd

  • Schaeffler India Ltd

  • Jindal Steel & Power Ltd

  • Bank of Baroda

  • ICICI Securities Ltd

  • Ashok Leyland Ltd

  • Bharat Electronics Ltd

  • Quess Corp Ltd

  • Aarti Industries Ltd

  • Coromandel International Ltd

  • Dixon Technologies (India) Ltd

  • Bharat Forge Ltd

  • Whirlpool of India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • HCL Technologies Ltd

  • Zee Entertainment Enterprises Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Axis Bank Ltd

  • L&T Technology Services Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • TATA Consumer Products Ltd

  • Timken India Ltd

  • Amar Raja Batteries Ltd

  • Kalyan Jewellers India Ltd

  • Godrej Properties Ltd

  • Aavas Financiers Ltd

  • MphasiS Ltd

  • Kansai Nerolac Paints Ltd

  • Bajaj Finserv Ltd

  • Reverse Repo

  • Dalmia Cement (Bharat) Ltd.

  • Laurus Labs Ltd

  • Aditya Birla Fashion and Retail Ltd - Partly Paid Right Shares

  • SIS Ltd

  • Wabco India Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Consumer Food

  • Chemicals

  • Cement & Construction Materials

  • Consumer Durables - Electronics

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Abrasives

  • Diesel Engines

  • Hospital & Healthcare Services

  • Bearings

  • Finance - Housing

  • Miscellaneous

  • Auto Ancillary

  • Air Conditioners

  • Textile

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Tyres & Allied

  • Industrial Gases & Fuels

  • Logistics

  • Retailing

  • Diversified

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Fertilizers

  • Forgings

  • TV Broadcasting & Software Production

  • Hotel, Resort & Restaurants

  • Engineering

  • Travel Services

  • Tea/Coffee

  • Diamond & Jewellery

  • Batteries

  • Construction - Real Estate

  • Paints

  • Finance - Investment

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  • Cash

  • Equity

  • Rights

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About Sundaram Mid Cap Fund

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Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 19-Jul-2002 and currently has an AUM of ₹6,355.71 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended down ₹-4.48(-0.71%)yesterday to ₹622.0346.

Among its top 3 holdings the fund has exposure to The Ramco Cements Ltd, and

The Sundaram Mid Cap Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156