Sundaram Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 12-05-2021

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • 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 3.53 1.35 69.97 4.17 11.29 16.15
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 69.97 4.17 11.29 0.98 6,091.03
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 84.06 10.11 16.00 1.01 26,921.05
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 89.21 14.42 18.13 0.55 11,430.03
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 64.02 12.12 17.24 0.87 11,248.89
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 61.22 17.92 19.26 0.50 10,898.59
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 82.73 13.01 16.59 1.22 9,123.18

Fund Holdings as on 30-April-2021

  • The Ramco Cements Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Max Financial Services Ltd

  • Cummins India Ltd

  • Sundaram Clayton Ltd

  • Apollo Hospitals Enterprise Ltd

  • Navin Fluorine International Ltd

  • MindTree Ltd

  • Federal Bank Ltd

  • Grindwell Norton Ltd

  • Natco Pharma Ltd

  • Voltas Ltd

  • AU Small Finance Bank Ltd

  • Jubilant Foodworks Ltd

  • IPCA Laboratories Ltd

  • Whirlpool of India Ltd

  • PI Industries Ltd

  • Emami Ltd

  • MRF Ltd

  • City Union Bank Ltd

  • Jindal Steel & Power Ltd

  • Indraprastha Gas Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Varun Beverages Ltd

  • Honeywell Automation India Ltd

  • Quess Corp Ltd

  • SCHAEFFLER INDIA Ltd

  • SRF LTD

  • Trent Ltd

  • IDFC First Bank Ltd

  • LIC Housing Finance Ltd

  • Aarti Industries Ltd

  • Gland Pharma Ltd

  • Page Industries Ltd

  • Dixon Technologies (India) Ltd

  • Ashok Leyland Ltd

  • Bharat Electronics Ltd

  • Tata Consumer Products Ltd

  • TREPS

  • Mahindra & Mahindra Financial Services Ltd

  • ICICI Securities Ltd

  • Bharat Forge Ltd

  • Container Corporation of India Ltd

  • HCL Technologies Ltd

  • IIFL Wealth Management Ltd

  • L&T Technology Services Ltd

  • Coromandel International Ltd

  • Kansai Nerolac Paints Ltd

  • Zee Entertainment Enterprises Ltd

  • Bank of Baroda

  • Amara Raja Batteries Ltd

  • Indian Railway Catering And Tourism Corporation Ltd

  • Timken India Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Kalyan Jewellers India Ltd

  • SIS Ltd

  • Godrej Properties Ltd

  • MphasiS Ltd

  • RBL Bank Ltd

  • Bajaj Finserv Ltd

  • Aavas Financiers Ltd

  • Aditya Birla Fashion and Retail Ltd - Partly Paid Right Shares

  • Sanofi India Ltd

  • Reverse Repo

  • WABCO India Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Finance - NBFC

  • Chemicals

  • IT - Software

  • Finance - Others

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Diesel Engines

  • Hospital & Healthcare Services

  • Bearings

  • Miscellaneous

  • Abrasives

  • Air Conditioners

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Tyres & Allied

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

  • Diversified

  • Retailing

  • Textile

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Finance - Stock Broking

  • Forgings

  • Logistics

  • Engineering

  • Fertilizers

  • Paints

  • TV Broadcasting & Software Production

  • Bank - Public

  • Batteries

  • Travel Services

  • Hotel, Resort & Restaurants

  • Diamond & Jewellery

  • Construction - Real Estate

  • Finance - Investment

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  • Cash

  • Equity

  • Rights

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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 ₹6,091.03 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 down ₹-5.17(-0.84%)yesterday to ₹607.8107.

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