Sundaram Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 14-10-2021

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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- Direct Plan - Growth Option 4.14 13.40 73.91 20.43 12.85 18.72
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- Direct Plan - Growth Option Jan 02, 2013 Unrated 73.91 20.43 12.85 1.16 7,007.29
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 79.71 24.87 16.79 1.04 31,751.95
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 83.58 30.55 19.80 0.57 16,318.43
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 74.31 31.92 23.29 0.49 15,394.86
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 59.56 27.00 17.54 0.86 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 89.45 30.16 19.68 1.20 11,839.23

Fund Holdings as on 30-September-2021

  • Mind Tree Ltd

  • Max Financial Services Ltd

  • Grindwell Norton Ltd

  • Cummins India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Schaeffler India Ltd

  • Jubilant Foodworks Ltd

  • SRF Ltd

  • Voltas Ltd

  • The Ramco Cements Ltd

  • Navin Fluorine International Ltd

  • PI Industries Ltd

  • Varun Beverages Ltd

  • IPCA Laboratories Ltd

  • Emami Ltd

  • Bharat Electronics Ltd

  • AU Small Finance Bank Ltd

  • Trent Ltd

  • Axis Bank Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Page Industries Ltd

  • Natco Pharma Ltd

  • Quess Corp Ltd

  • The Federal Bank Ltd

  • Gland Pharma Ltd

  • Jindal Steel & Power Ltd

  • Shriram Transport Finance Company Ltd

  • Indraprastha Gas Ltd

  • Container Corporation of India Ltd

  • MRF Ltd

  • L&T Technology Services Ltd

  • ICICI Securities Ltd

  • Bank of Baroda

  • Ashok Leyland Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Bharat Forge Ltd

  • City Union Bank Ltd

  • Honeywell Automation India Ltd

  • HCL Technologies Ltd

  • Aarti Industries Ltd

  • Dixon Technologies (India) Ltd

  • Sundaram Clayton Ltd

  • Coromandel International Ltd

  • Kalyan Jewellers India Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Whirlpool of India Ltd

  • LIC Housing Finance Ltd

  • MphasiS Ltd

  • Zomato Ltd

  • Aavas Financiers Ltd

  • Godrej Properties Ltd

  • Bajaj Finserv Ltd

  • Gujarat State Petronet Ltd

  • Dalmia Cement (Bharat) Ltd.

  • TATA Consumer Products Ltd

  • Tube Investments of India Ltd

  • TREPS

  • Laurus Labs Ltd

  • Minda Industries Ltd

  • Zee Entertainment Enterprises Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Tata Power Company Ltd

  • Cash and Other Net Current Assets

  • Polycab India Ltd

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Finance - NBFC

  • Chemicals

  • Cement & Construction Materials

  • Finance - Others

  • Consumer Durables - Domestic Appliances

  • Abrasives

  • Diesel Engines

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Bearings

  • Diversified

  • Air Conditioners

  • Retailing

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Textile

  • Miscellaneous

  • Finance - Housing

  • Auto Ancillary

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

  • Logistics

  • Engineering

  • Tyres & Allied

  • Finance - Stock Broking

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Travel Services

  • Forgings

  • Fertilizers

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • e-Commerce

  • Construction - Real Estate

  • Finance - Investment

  • Gas Transmission/Marketing

  • Tea/Coffee

  • Cycles

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Cable

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  • Cash

  • Equity

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About Sundaram Mid Cap Fund

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Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹7,007.29 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 ₹3.86(0.49%)yesterday to ₹784.7521.

Among its top 3 holdings the fund has exposure to Mind Tree 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