Sundaram Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 11-12-2019

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    Sundaram Mid Cap Fund - Growth - Regular Plan 2 PersonalFN
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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 -1.55 5.63 3.28 4.18 7.71 24.38
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap - 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 3.28 4.18 7.71 2.01 5,892.38
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 3.10 5.91 8.09 1.70 22,791.83
Franklin India Prima Fund-Growth Dec 01, 1993 7.02 7.92 8.89 1.84 7,603.70
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 8.75 8.57 7.82 2.03 6,817.89
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 12.00 9.44 10.27 1.93 6,771.46
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 1.12 8.11 9.89 1.97 5,928.08

Fund Holdings as on 30-November-2019

  • The Ramco Cements Ltd

  • Trent Ltd

  • Honeywell Automation India Ltd

  • Whirlpool of India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Indraprastha Gas Ltd

  • Varun Beverages Ltd

  • Aditya Birla Fashion and Retail Ltd

  • The Federal Bank Ltd

  • Schaeffler India Ltd

  • Sundaram Clayton Ltd

  • Tata Global Beverages Ltd

  • City Union Bank Ltd

  • Timken India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Kansai Nerolac Paints Ltd

  • Cummins India Ltd

  • Wabco India Ltd

  • V-Guard Industries Ltd

  • Tata Chemicals Ltd

  • LIC Housing Finance Ltd

  • PVR Ltd

  • RBL Bank Ltd

  • EIH Ltd

  • ICICI Securities Ltd

  • Blue Star Ltd

  • Max Financial Services Ltd

  • Grindwell Norton Ltd

  • Quess Corp Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Emami Ltd

  • Thermax Ltd

  • L&T Technology Services Ltd

  • Sanofi India Ltd

  • DCB Bank Ltd

  • Natco Pharma Ltd

  • Aarti Industries Ltd

  • Biocon Ltd

  • Mahindra CIE Automotive Ltd

  • Security and Intelligence Services (India) Ltd

  • Coromandel International Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Container Corporation of India Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Carborundum Universal Ltd

  • 3M India Ltd

  • Future Retail Ltd

  • Bayer Cropscience Ltd

  • United Breweries Ltd

  • Torrent Pharmaceuticals Ltd

  • MphasiS Ltd

  • JM Financial Ltd

  • Tata Power Company Ltd

  • Shriram City Union Finance Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Healthcare Global Enterprises Ltd

  • Karur Vysya Bank Ltd

  • Zee Entertainment Enterprises Ltd

  • Somany Home Innovation Ltd

  • Cash and Other Net Current Assets

  • Reverse Repo

  • Force Motors Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Retailing

  • Pharmaceuticals & Drugs

  • Bearings

  • Cement & Construction Materials

  • Auto Ancillary

  • Finance - NBFC

  • Miscellaneous

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Abrasives

  • Consumer Food

  • Tea/Coffee

  • Paints

  • Diesel Engines

  • Electric Equipment

  • Finance - Housing

  • Film Production, Distribution & Entertainment

  • Finance - Stock Broking

  • Air Conditioners

  • Finance - Others

  • Engineering - Industrial Equipments

  • Engineering

  • Forgings

  • Fertilizers

  • Logistics

  • Insurance

  • Diversified

  • Breweries & Distilleries

  • Pesticides & Agrochemicals

  • IT - Software

  • Finance - Investment

  • Power Generation/Distribution

  • Travel Services

  • Unspecified

  • TV Broadcasting & Software Production

  • 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 ₹5,892.38 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 ₹0.73(0.16%)yesterday to ₹446.56.

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

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