Sundaram Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 17-01-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP 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 7.30 10.97 7.20 6.36 8.52 24.85
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap - TRI 6.02 11.00 4.80 8.56 9.32 9.11

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 7.20 6.36 8.52 1.96 5,901.43
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 6.83 8.16 8.83 1.71 22,796.46
Franklin India Prima Fund-Growth Dec 01, 1993 8.48 9.67 8.84 1.92 7,583.30
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 16.37 11.09 10.68 1.95 6,956.77
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 12.29 10.81 8.84 1.87 6,843.89
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 6.38 10.43 10.62 1.95 5,992.33

Fund Holdings as on 31-December-2019

  • The Ramco Cements Ltd

  • Trent Ltd

  • Honeywell Automation India Ltd

  • Whirlpool of India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Indraprastha Gas Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Schaeffler India Ltd

  • Varun Beverages Ltd

  • Sundaram Clayton Ltd

  • The Federal Bank Ltd

  • Tata Global Beverages Ltd

  • City Union Bank Ltd

  • Timken India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Wabco India Ltd

  • Kansai Nerolac Paints Ltd

  • ICICI Securities Ltd

  • Cummins India Ltd

  • RBL Bank Ltd

  • Tata Chemicals Ltd

  • PVR Ltd

  • Blue Star Ltd

  • Max Financial Services Ltd

  • Grindwell Norton Ltd

  • V-Guard Industries Ltd

  • Thermax Ltd

  • LIC Housing Finance Ltd

  • Emami Ltd

  • Quess Corp Ltd

  • EIH Ltd

  • L&T Technology Services Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Coromandel International Ltd

  • Sanofi India Ltd

  • Mahindra CIE Automotive Ltd

  • Natco Pharma Ltd

  • Security and Intelligence Services (India) Ltd

  • Biocon Ltd

  • DCB Bank Ltd

  • Aarti Industries Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • United Breweries Ltd

  • Container Corporation of India Ltd

  • Future Retail Ltd

  • MphasiS Ltd

  • Carborundum Universal Ltd

  • 3M India Ltd

  • Torrent Pharmaceuticals Ltd

  • JM Financial Ltd

  • Bayer Cropscience Ltd

  • Shriram City Union Finance Ltd

  • Tata Power Company Ltd

  • Zee Entertainment Enterprises Ltd

  • TREPS

  • Indian Railway Catering & Tourism Corporation Ltd

  • Healthcare Global Enterprises Ltd

  • Karur Vysya Bank Ltd

  • Somany Home Innovation Ltd

  • Cash and Other Net Current Assets

  • Arti Surfactants Ltd

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  • Bank - Private

  • Retailing

  • Bearings

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Cement & Construction Materials

  • Finance - NBFC

  • Miscellaneous

  • Consumer Durables - Electronics

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Industrial Gases & Fuels

  • Abrasives

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Tea/Coffee

  • Paints

  • Finance - Stock Broking

  • Diesel Engines

  • Film Production, Distribution & Entertainment

  • Air Conditioners

  • Finance - Others

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Engineering

  • Fertilizers

  • Forgings

  • Breweries & Distilleries

  • Logistics

  • IT - Software

  • Diversified

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • TV Broadcasting & Software Production

  • Travel Services

  • Unspecified

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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 ₹5,901.43 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 ₹2.23(0.46%)yesterday to ₹487.5306.

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

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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