Sundaram Mid Cap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 24-01-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 4.08 -0.88 32.07 17.30 12.71 17.54
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 32.07 17.30 12.71 1.16 7,352.26
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 38.24 22.00 16.95 0.98 31,441.67
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 43.15 27.67 20.33 0.53 17,529.48
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 37.69 28.25 24.26 0.46 16,835.10
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 26.43 22.58 16.99 0.78 14,155.48
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 41.72 26.09 19.71 1.04 11,906.10

Fund Holdings as on 31-December-2021

  • MindTree Ltd

  • Grindwell Norton Ltd

  • Schaeffler India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Max Financial Services Ltd

  • SRF Ltd

  • Navin Fluorine International Ltd

  • Voltas Ltd

  • Page Industries Ltd

  • L&T Technology Services Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Axis Bank Ltd

  • The Ramco Cements Ltd

  • The Federal Bank Ltd

  • Trent Ltd

  • Varun Beverages Ltd

  • Cummins India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Jubilant Foodworks Ltd

  • IPCA Laboratories Ltd

  • Natco Pharma Ltd

  • Jindal Steel & Power Ltd

  • Gland Pharma Ltd

  • Bharat Electronics Ltd

  • Bharat Forge Ltd

  • Shriram Transport Finance Company Ltd

  • Quess Corp Ltd

  • Bank of Baroda

  • ICICI Securities Ltd

  • AU Small Finance Bank Ltd

  • Ashok Leyland Ltd

  • PI Industries Ltd

  • Aarti Industries Ltd

  • MRF Ltd

  • Container Corporation of India Ltd

  • Dixon Technologies (India) Ltd

  • Emami Ltd

  • Indraprastha Gas Ltd

  • Sundaram Clayton Ltd

  • MphasiS Ltd

  • Honeywell Automation India Ltd

  • Tube Investments of India Ltd

  • Gujarat State Petronet Ltd

  • HCL Technologies Ltd

  • Kalyan Jewellers India Ltd

  • Coromandel International Ltd

  • Minda Industries Ltd

  • TREPS

  • Laurus Labs Ltd

  • Zee Entertainment Enterprises Ltd

  • LIC Housing Finance Ltd

  • City Union Bank Ltd

  • Bajaj Finserv Ltd

  • Hindustan Petroleum Corporation Ltd

  • Godrej Properties Ltd

  • Aavas Financiers Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Bata India Ltd

  • Cash and Other Net Current Assets^

  • Reverse Repo

  • Tata Power Company Ltd

  • Metro Brands Ltd

  • Polycab India Ltd

  • TATA Consumer Products Ltd

  • Astral Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Zomato Ltd

  • Whirlpool of India Ltd

  • Kajaria Ceramics Ltd

  • Persistent Systems Ltd

  • ICICI Bank Ltd

  • Coforge Ltd

  • State Bank of India

  • Subros Ltd

  • BEML Ltd

  • Solar Industries India Ltd

  • Canara Bank

  • Tata Steel Ltd

  • Fortis Health Care Ltd

  • The Phoenix Mills Ltd

  • Indoco Remedies Ltd

  • Indian Bank

  • KEI Industries Ltd

  • ICRA Ltd

  • Can Fin Homes Ltd

  • Zydus Wellness Ltd

  • Sona BLW Precision Forgings Ltd

  • Brigade Enterprises Ltd

  • Amber Enterprises India Ltd

  • Westlife Development Ltd

  • ABB India Ltd

  • CRISIL Ltd

  • Metropolis Healthcare Ltd

  • Atul Ltd

  • UTI Asset Management Co Ltd

  • Tata Motors Ltd

  • VIP Industries Ltd

  • Kansai Nerolac Paints Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Ajanta Pharmaceuticals Ltd

  • Ceat Ltd

  • Syngene International Ltd

  • PVR Ltd

  • AIA Engineering Ltd

  • Force Motors Ltd

  • Relaxo Footwears Ltd

  • TVS Motor Company Ltd

  • Multi Commodity Exchange of India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • 91 DAY T-BILL 06-Jan-2022

View More
  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Chemicals

  • Consumer Food

  • Finance - NBFC

  • Abrasives

  • Hospital & Healthcare Services

  • Retailing

  • Bearings

  • Finance - Others

  • Cement & Construction Materials

  • Consumer Durables - Electronics

  • Diversified

  • Air Conditioners

  • Auto Ancillary

  • Textile

  • Engineering

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Bank - Public

  • Diesel Engines

  • Engineering - Industrial Equipments

  • Steel/Sponge Iron/Pig Iron

  • Forgings

  • Automobiles-Trucks/Lcv

  • Finance - Stock Broking

  • Finance - Housing

  • Tyres & Allied

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Logistics

  • Industrial Gases & Fuels

  • Cycles

  • Gas Transmission/Marketing

  • Diamond & Jewellery

  • Fertilizers

  • Construction - Real Estate

  • TV Broadcasting & Software Production

  • Finance - Investment

  • Refineries

  • Power Generation/Distribution

  • Cable

  • Tea/Coffee

  • Plastic Products

  • Hotel, Resort & Restaurants

  • e-Commerce

  • Ceramics/Marble/Granite/Sanitaryware

  • Ratings

  • Steel & Iron Products

  • Electric Equipment

  • Finance - Asset Management

  • Paints

  • Film Production, Distribution & Entertainment

  • Footwear

  • Automobile Two & Three Wheelers

View More

Fund Manager

  • Cash

  • Equity

  • Rights

  • Sov

View More

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 ₹7,352.26 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 ₹-25.55(-3.4%)yesterday to ₹725.4892.

Among its top 3 holdings the fund has exposure to MindTree 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