Sundaram Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 23-01-2019

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    Sundaram Mid Cap Fund - Growth - Regular Plan 3 PersonalFN
  • Assets (Cr.)

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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 -1.79 5.00 -17.78 12.01 20.57 25.87
NIFTY 50 - TRI 1.61 6.83 1.03 15.28 12.90 13.55
S&P BSE Mid-Cap - TRI -2.15 7.02 -15.69 14.84 19.13 9.36

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Midcap Fund -Growth Jul 19, 2002 -17.78 12.01 20.57 2.06 5,955.21
Baroda Mid-cap Fund- Plan A - Growth Option Oct 04, 2010 -16.67 8.60 7.76 3.07 45.97
Quant Mid Cap Fund-Growth Feb 26, 2001 -4.02 8.65 11.01 2.50 12.23
Sahara Midcap Fund-Auto Payout Dec 22, 2004 -17.10 14.69 17.64 2.59 7.91
Sahara Midcap Fund-Growth Plan Dec 22, 2004 -17.10 14.69 17.64 2.59 7.91
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option Sep 05, 1994 -11.53 14.60 19.63 2.82 50.29

Fund Holdings as on 31-December-2018

  • The Ramco Cements Ltd

  • TREPS

  • Exide Industries Ltd

  • Trent Ltd

  • Honeywell Automation India Ltd

  • Sundaram Clayton Ltd

  • Schaeffler India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Cummins India Ltd

  • L&T Technology Services Ltd

  • Apollo Hospitals Enterprise Ltd

  • Mahindra CIE Automotive Ltd

  • Wabco India Ltd

  • Indraprastha Gas Ltd

  • Quess Corp Ltd

  • EIH Ltd

  • City Union Bank Ltd

  • RBL Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • MphasiS Ltd

  • Kansai Nerolac Paints Ltd

  • Thermax Ltd

  • Grindwell Norton Ltd

  • Tata Global Beverages Ltd

  • NCC Ltd

  • Tata Chemicals Ltd

  • V-Guard Industries Ltd

  • Whirlpool of India Ltd

  • Torrent Pharmaceuticals Ltd

  • Max Financial Services Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Jindal Steel & Power Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Future Retail Ltd

  • Ujjivan Financial Services Ltd

  • Timken India Ltd

  • Jyothy Laboratories Ltd

  • PVR Ltd

  • Blue Star Ltd

  • DCB Bank Ltd

  • IIFL Holdings Ltd

  • Shriram City Union Finance Ltd

  • Coromandel International Ltd

  • Varun Beverages Ltd

  • Oberoi Realty Ltd

  • The Federal Bank Ltd

  • Emami Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Bayer Cropscience Ltd

  • ICICI Securities Ltd

  • MindTree Ltd

  • Karur Vysya Bank Ltd

  • Security and Intelligence Services (India) Ltd

  • Healthcare Global Enterprises Ltd

  • LIC Housing Finance Ltd

  • Natco Pharma Ltd

  • HSIL Ltd

  • JM FInancial Ltd

  • ABB India Ltd

  • Force Motors Ltd

  • Cash and Other Net Current Assets

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  • Retailing

  • Bank - Private

  • Auto Ancillary

  • Finance - NBFC

  • Bearings

  • Miscellaneous

  • Household & Personal Products

  • Cement & Construction Materials

  • Batteries

  • Consumer Durables - Electronics

  • Hotel, Resort & Restaurants

  • IT - Software

  • Diesel Engines

  • Engineering

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Forgings

  • Electric Equipment

  • Industrial Gases & Fuels

  • Finance - Investment

  • Paints

  • Engineering - Industrial Equipments

  • Abrasives

  • Tea/Coffee

  • Engineering - Construction

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Steel/Sponge Iron/Pig Iron

  • Finance Term Lending

  • Film Production, Distribution & Entertainment

  • Air Conditioners

  • Consumer Food

  • Fertilizers

  • Construction - Real Estate

  • Pesticides & Agrochemicals

  • Finance - Stock Broking

  • Finance - Housing

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles-Trucks/Lcv

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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 ₹5,955.21 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 down ₹-1.96(-0.44%)yesterday to ₹445.74.

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

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