Sundaram Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 1.37 -4.11 -1.28 0.89 9.38 24.40
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap - TRI 2.02 -3.23 -2.05 2.36 9.22 8.19

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 -1.28 0.89 9.38 1.93 5,723.11
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -1.14 2.74 9.69 1.99 22,024.55
Franklin India Prima Fund-Growth Dec 01, 1993 3.79 4.45 10.93 1.86 7,188
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 4.79 4.96 8.38 1.89 6,493.26
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 8.32 5.54 11.83 1.94 6,348
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 6.81 5.08 12.14 1.90 4,959.95

Fund Holdings as on 30-September-2019

  • The Ramco Cements Ltd

  • Trent Ltd

  • Honeywell Automation India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Whirlpool of India Ltd

  • The Federal Bank Ltd

  • Indraprastha Gas Ltd

  • Schaeffler India Ltd

  • Sundaram Clayton Ltd

  • Varun Beverages Ltd

  • City Union Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Cummins India Ltd

  • Tata Global Beverages Ltd

  • Kansai Nerolac Paints Ltd

  • EIH Ltd

  • Wabco India Ltd

  • Timken India Ltd

  • RBL Bank Ltd

  • V-Guard Industries Ltd

  • Grindwell Norton Ltd

  • Thermax Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Blue Star Ltd

  • Sundaram Overnight Fund-Direct Growth

  • Tata Chemicals Ltd

  • L&T Technology Services Ltd

  • Emami Ltd

  • LIC Housing Finance Ltd

  • Quess Corp Ltd

  • DCB Bank Ltd

  • Max Financial Services Ltd

  • ICICI Securities Ltd

  • Mahindra CIE Automotive Ltd

  • PVR Ltd

  • Natco Pharma Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Aarti Industries Ltd

  • Security and Intelligence Services (India) Ltd

  • Sanofi India Ltd

  • Future Retail Ltd

  • Coromandel International Ltd

  • MphasiS Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Torrent Pharmaceuticals Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Tata Power Company Ltd

  • 3M India Ltd

  • Carborundum Universal Ltd

  • Bayer Cropscience Ltd

  • Shriram City Union Finance Ltd

  • JM Financial Ltd

  • Sundaram Money Fund - Direct Growth

  • Ujjivan Financial Services Ltd

  • Somany Home Innovation Ltd

  • Healthcare Global Enterprises Ltd

  • IIFL Wealth Management Ltd

  • Karur Vysya Bank Ltd

  • Cash and Other Net Current Assets

  • Force Motors Ltd

  • TREPS

  • HSIL Ltd

  • IIFL Securities Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Retailing

  • Cement & Construction Materials

  • Bearings

  • Auto Ancillary

  • Finance - NBFC

  • Miscellaneous

  • Consumer Durables - Electronics

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Chemicals

  • Hospital & Healthcare Services

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Industrial Gases & Fuels

  • Consumer Food

  • Diesel Engines

  • Tea/Coffee

  • Paints

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Engineering

  • Finance - Housing

  • Finance - Others

  • Finance - Stock Broking

  • Forgings

  • Film Production, Distribution & Entertainment

  • Fertilizers

  • IT - Software

  • Insurance

  • Power Generation/Distribution

  • Diversified

  • Pesticides & Agrochemicals

  • Finance - Investment

  • Finance Term Lending

  • Unspecified

  • Automobiles-Trucks/Lcv

  • Ceramics/Marble/Granite/Sanitaryware

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About Sundaram Mid Cap Fund

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 ₹5,723.11 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Mid-Cap - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended up ₹0.71(0.16%)yesterday to ₹433.12.

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

The Sundaram Mid Cap Fund is managed by S. Krishnakumar .

Fund House Contact

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

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

Fund Manager

  • Cash

  • Equity

  • MFU

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