Sundaram Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • 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 Mid Cap Fund Regular Plan - Growth 1.70 2.25 9.07 18.86 8.10 23.73
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 Mid Cap Fund Regular Plan - Growth Jul 19, 2002 Unrated 9.07 18.86 8.10 1.84 7,472.63
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 15.95 25.44 12.97 1.81 35,120.40
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 8.84 25.19 14.34 1.70 22,540
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 -0.84 20.58 15.92 1.76 19,708.09
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -1.19 16.78 10.04 1.78 14,273.52
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 11.23 25.85 14.57 1.76 13,510.02

Fund Holdings as on 31-October-2022

  • The Federal Bank Ltd

  • Schaeffler India Ltd

  • Axis Bank Ltd

  • Trent Ltd

  • Varun Beverages Ltd

  • Grindwell Norton Ltd

  • SRF Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • TREPS

  • Page Industries Ltd

  • Bank of Baroda

  • Bharat Electronics Ltd

  • Navin Fluorine International Ltd

  • Tube Investments of India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • AU Small Finance Bank Ltd

  • Cummins India Ltd

  • ICICI Bank Ltd

  • Laurus Labs Ltd

  • Shriram Transport Finance Company Ltd

  • PI Industries Ltd

  • Ashok Leyland Ltd

  • Apollo Hospitals Enterprise Ltd

  • Container Corporation of India Ltd

  • Persistent Systems Ltd

  • United Breweries Ltd

  • Gujarat State Petronet Ltd

  • MindTree Ltd

  • IPCA Laboratories Ltd

  • Coromandel International Ltd

  • Oberoi Realty Ltd

  • Kalyan Jewellers India Ltd

  • Jubilant Foodworks Ltd

  • Sundaram Clayton Ltd

  • Voltas Ltd

  • Jindal Steel & Power Ltd

  • Zee Entertainment Enterprises Ltd

  • Astral Ltd

  • Max Financial Services Ltd

  • Cholamandalam Financial Holdings Ltd

  • Cash and Other Net Current Assets

  • Bharat Forge Ltd

  • LIC Housing Finance Ltd

  • Gland Pharma Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Fortis Health Care Ltd

  • Bajaj Finserv Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Metro Brands Ltd

  • HDFC Bank Ltd

  • Hatsun Agro Product Ltd

  • Polycab India Ltd

  • UNO Minda Ltd

  • TVS Motor Company Ltd

  • MphasiS Ltd

  • Shriram City Union Finance Ltd

  • Kajaria Ceramics Ltd

  • Hindustan Petroleum Corporation Ltd

  • Emami Ltd

  • Indraprastha Gas Ltd

  • L&T Technology Services Ltd

  • State Bank of India

  • Balkrishna Industries Ltd

  • APL Apollo Tubes Ltd

  • Anupam Rasayan India Ltd

  • Sona BLW Precision Forgings Ltd

  • Dixon Technologies (India) Ltd

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  • Bank - Private

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • IT - Software

  • Retailing

  • Miscellaneous

  • Auto Ancillary

  • Bearings

  • Bank - Public

  • Abrasives

  • Chemicals

  • Hospital & Healthcare Services

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Textile

  • Engineering - Industrial Equipments

  • Finance - Investment

  • Cycles

  • Diesel Engines

  • Pesticides & Agrochemicals

  • Automobiles-Trucks/Lcv

  • Logistics

  • Breweries & Distilleries

  • Gas Transmission/Marketing

  • Fertilizers

  • Construction - Real Estate

  • Diamond & Jewellery

  • Air Conditioners

  • TV Broadcasting & Software Production

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Finance - Others

  • Forgings

  • Finance - Housing

  • Cement & Construction Materials

  • Cable

  • Automobile Two & Three Wheelers

  • Ceramics/Marble/Granite/Sanitaryware

  • Refineries

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Steel & Iron Products

  • Consumer Durables - Electronics

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Fund Manager

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  • 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 ₹7,472.63 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 ₹5.02(0.66%)yesterday to ₹768.0494.

Among its top 3 holdings the fund has exposure to The Federal Bank 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