Sundaram Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 26-05-2022

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

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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 -9.70 -5.08 6.04 10.88 6.60 23.23
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 6.04 10.88 6.60 1.86 7,126.79
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 6.36 15.56 10.47 1.70 31,837.02
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 9.23 19.86 13.19 1.80 19,303.37
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 4.69 18.44 16.43 1.81 17,678.92
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -3.50 13.42 9.07 1.90 13,797
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 11.02 17.84 13.17 1.89 12,178.26

Fund Holdings as on 30-April-2022

  • Schaeffler India Ltd

  • TREPS

  • Cholamandalam Investment and Finance Company Ltd

  • SRF Ltd

  • Page Industries Ltd

  • Grindwell Norton Ltd

  • The Federal Bank Ltd

  • Bank of Baroda

  • Apollo Hospitals Enterprise Ltd

  • Axis Bank Ltd

  • Varun Beverages Ltd

  • Navin Fluorine International Ltd

  • MindTree Ltd

  • Trent Ltd

  • Jindal Steel & Power Ltd

  • Voltas Ltd

  • Max Financial Services Ltd

  • Bharat Electronics Ltd

  • Bharat Forge Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • AU Small Finance Bank Ltd

  • Cummins India Ltd

  • Tube Investments of India Ltd

  • IPCA Laboratories Ltd

  • Shriram Transport Finance Company Ltd

  • MphasiS Ltd

  • Quess Corp Ltd

  • Gland Pharma Ltd

  • ICICI Bank Ltd

  • L&T Technology Services Ltd

  • Ashok Leyland Ltd

  • Natco Pharma Ltd

  • Container Corporation of India Ltd

  • Cholamandalam Financial Holdings Ltd

  • PI Industries Ltd

  • Emami Ltd

  • Gujarat State Petronet Ltd

  • Jubilant Foodworks Ltd

  • Coromandel International Ltd

  • Sundaram Clayton Ltd

  • Honeywell Automation India Ltd

  • ICICI Securities Ltd

  • Kalyan Jewellers India Ltd

  • Zee Entertainment Enterprises Ltd

  • HDFC Bank Ltd

  • Dixon Technologies (India) Ltd

  • LIC Housing Finance Ltd

  • Laurus Labs Ltd

  • Hindustan Petroleum Corporation Ltd

  • Bajaj Finserv Ltd

  • TATA Consumer Products Ltd

  • Indraprastha Gas Ltd

  • Minda Industries Ltd

  • Metro Brands Ltd

  • Polycab India Ltd

  • Oberoi Realty Ltd

  • Astral Ltd

  • Tata Power Company Ltd

  • Fortis Health Care Ltd

  • Cash and Other Net Current Assets

  • Kajaria Ceramics Ltd

  • Balkrishna Industries Ltd

  • Persistent Systems Ltd

  • Dalmia Cement (Bharat) Ltd.

  • ZF Commercial Vehicle Control Systems I Ltd

  • Reverse Repo

  • TVS Motor Company Ltd

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Bearings

  • Miscellaneous

  • Consumer Food

  • Retailing

  • Hospital & Healthcare Services

  • Diversified

  • Textile

  • Abrasives

  • Bank - Public

  • Chemicals

  • Finance - Investment

  • Air Conditioners

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Consumer Durables - Electronics

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Diesel Engines

  • Cycles

  • Automobiles-Trucks/Lcv

  • Engineering

  • Logistics

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Fertilizers

  • Finance - Stock Broking

  • Diamond & Jewellery

  • TV Broadcasting & Software Production

  • Finance - Housing

  • Refineries

  • Tea/Coffee

  • Industrial Gases & Fuels

  • Cable

  • Construction - Real Estate

  • Plastic Products

  • Power Generation/Distribution

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

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Fund Manager

  • Cash

  • Equity

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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 ₹7,126.79 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 up ₹7.88(1.26%)yesterday to ₹634.3995.

Among its top 3 holdings the fund has exposure to Schaeffler India 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