Sundaram Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 12-08-2022

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Fund Overview Growth | Direct 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- Direct Plan - Growth Option 11.03 14.88 12.36 20.87 10.54 16.92
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 12.36 20.87 10.54 0.91 7,156.09
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 14.64 25.03 14.27 1.01 32,451.48
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 14.17 29.04 17.51 0.49 20,619.12
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 8.96 26.04 19.87 0.51 18,676.62
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 1.58 20.51 12.78 0.77 13,837.80
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 13.22 26.88 16.35 1.24 12,449.52

Fund Holdings as on 31-July-2022

  • Schaeffler India Ltd

  • The Federal Bank Ltd

  • Navin Fluorine International Ltd

  • SRF Ltd

  • Page Industries Ltd

  • Varun Beverages Ltd

  • Grindwell Norton Ltd

  • Axis Bank Ltd

  • Bharat Electronics Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Trent Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Apollo Hospitals Enterprise Ltd

  • Bank of Baroda

  • Tube Investments of India Ltd

  • Shriram Transport Finance Company Ltd

  • MindTree Ltd

  • Max Financial Services Ltd

  • Laurus Labs Ltd

  • Cummins India Ltd

  • ICICI Bank Ltd

  • AU Small Finance Bank Ltd

  • IPCA Laboratories Ltd

  • Ashok Leyland Ltd

  • Voltas Ltd

  • Container Corporation of India Ltd

  • Gujarat State Petronet Ltd

  • Jindal Steel & Power Ltd

  • Bharat Forge Ltd

  • Gland Pharma Ltd

  • Sundaram Clayton Ltd

  • Coromandel International Ltd

  • Oberoi Realty Ltd

  • Astral Ltd

  • PI Industries Ltd

  • Cholamandalam Financial Holdings Ltd

  • MphasiS Ltd

  • Zee Entertainment Enterprises Ltd

  • Bajaj Finserv Ltd

  • Emami Ltd

  • Jubilant Foodworks Ltd

  • Kalyan Jewellers India Ltd

  • TREPS

  • LIC Housing Finance Ltd

  • Quess Corp Ltd

  • L&T Technology Services Ltd

  • HDFC Bank Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Fortis Health Care Ltd

  • UNO Minda Ltd

  • Hindustan Petroleum Corporation Ltd

  • Polycab India Ltd

  • Metro Brands Ltd

  • Persistent Systems Ltd

  • United Breweries Ltd

  • TATA Consumer Products Ltd

  • Kajaria Ceramics Ltd

  • TVS Motor Company Ltd

  • Margin Money For Derivatives

  • ICICI Securities Ltd

  • Dixon Technologies (India) Ltd

  • Indraprastha Gas Ltd

  • Balkrishna Industries Ltd

  • Tata Power Company Ltd

  • Anupam Rasayan India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Shriram Transport Finance Company Ltd.

  • Natco Pharma Ltd

  • APL Apollo Tubes Ltd

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Bearings

  • Consumer Food

  • Auto Ancillary

  • Chemicals

  • Retailing

  • Hospital & Healthcare Services

  • Diversified

  • Textile

  • Finance - Investment

  • Abrasives

  • Engineering - Industrial Equipments

  • Consumer Durables - Domestic Appliances

  • Bank - Public

  • Cycles

  • Finance - Others

  • Diesel Engines

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Air Conditioners

  • Logistics

  • Gas Transmission/Marketing

  • Steel/Sponge Iron/Pig Iron

  • Forgings

  • Fertilizers

  • Construction - Real Estate

  • Plastic Products

  • Pesticides & Agrochemicals

  • TV Broadcasting & Software Production

  • Household & Personal Products

  • Diamond & Jewellery

  • Finance - Housing

  • Refineries

  • Cable

  • Breweries & Distilleries

  • Ceramics/Marble/Granite/Sanitaryware

  • Tea/Coffee

  • Automobile Two & Three Wheelers

  • Finance - Stock Broking

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Steel & Iron Products

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Fund Manager

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  • Derivatives

  • 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 02-Jan-2013 and currently has an AUM of ₹7,156.09 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 ₹3.05(0.39%)yesterday to ₹783.7092.

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