Sundaram Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 16-08-2019

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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 -6.26 -4.83 -14.62 2.57 10.76 24.49
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE Mid-Cap - TRI -7.09 -4.13 -15.66 2.80 9.63 7.99

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 Jul 19, 2002 -14.62 2.57 10.76 2.03 5,445.72
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Jun 25, 2007 -14.79 4.23 11.01 1.71 20,893.16
Franklin India PRIMA FUND - Direct - Growth Dec 01, 1993 -8.83 4.90 12.00 1.82 6,686.24
Reliance Growth Fund - Direct Plan Growth Plan - Growth Oct 08, 1995 -6.03 6.46 10.17 1.89 6,257.39
DSP Midcap Fund - Direct Plan - Growth Nov 14, 2006 -9.00 5.99 12.80 1.99 5,856.41
L&T Mid Cap Fund-Direct Plan-Growth Plan Aug 09, 2004 -14.85 7.12 12.75 2.01 4,805.30

Fund Holdings as on 31-July-2019

  • The Ramco Cements Ltd

  • Trent Ltd

  • Honeywell Automation India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Sundaram Clayton Ltd

  • Aditya Birla Fashion and Retail Ltd

  • The Federal Bank Ltd

  • Cummins India Ltd

  • Indraprastha Gas Ltd

  • Whirlpool of India Ltd

  • Schaeffler India Ltd

  • Varun Beverages Ltd

  • City Union Bank Ltd

  • Wabco India Ltd

  • V-Guard Industries Ltd

  • Tata Global Beverages Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Thermax Ltd

  • Timken India Ltd

  • EIH Ltd

  • Kansai Nerolac Paints Ltd

  • Grindwell Norton Ltd

  • LIC Housing Finance Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Emami Ltd

  • Torrent Pharmaceuticals Ltd

  • L&T Technology Services Ltd

  • TREPS

  • (b) Share Application Money pending Allotment

  • Tata Chemicals Ltd

  • DCB Bank Ltd

  • Blue Star Ltd

  • Mahindra CIE Automotive Ltd

  • Quess Corp Ltd

  • Max Financial Services Ltd

  • RBL Bank Ltd

  • Aarti Industries Ltd

  • Jindal Steel & Power Ltd

  • Sanofi India Ltd

  • PVR Ltd

  • Future Retail Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Natco Pharma Ltd

  • Security and Intelligence Services (India) Ltd

  • Ujjivan Financial Services Ltd

  • MphasiS Ltd

  • Carborundum Universal Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • NCC Ltd

  • Tata Power Company Ltd

  • ICICI Securities Ltd

  • HSIL Ltd

  • Bayer Cropscience Ltd

  • L&T Finance Holdings Ltd

  • Shriram City Union Finance Ltd

  • JM FInancial Ltd

  • Coromandel International Ltd

  • Healthcare Global Enterprises Ltd

  • Karur Vysya Bank Ltd

  • IIFL Wealth Management Ltd

  • Force Motors Ltd

  • Margin Money For Derivatives

  • IIFL Finance Ltd

  • IIFL Securities Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Retailing

  • Auto Ancillary

  • Cement & Construction Materials

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bearings

  • Miscellaneous

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Chemicals

  • Abrasives

  • Diesel Engines

  • Industrial Gases & Fuels

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Electric Equipment

  • Tea/Coffee

  • Engineering - Industrial Equipments

  • Paints

  • Finance - Housing

  • Engineering

  • Air Conditioners

  • Forgings

  • Finance - Others

  • Steel/Sponge Iron/Pig Iron

  • Film Production, Distribution & Entertainment

  • Finance Term Lending

  • IT - Software

  • Power Generation/Distribution

  • Engineering - Construction

  • Finance - Stock Broking

  • Finance - Investment

  • Ceramics/Marble/Granite/Sanitaryware

  • Pesticides & Agrochemicals

  • Fertilizers

  • Automobiles-Trucks/Lcv

  • 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 02-Jan-2013 and currently has an AUM of ₹5,445.72 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 ₹2.07(0.47%)yesterday to ₹438.94.

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

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

  • Unrated

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