Sundaram Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 03-04-2020

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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 -31.12 -29.63 -30.61 -9.22 -0.14 9.66
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap - TRI -30.64 -32.06 -32.89 -9.38 0.17 5.14

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 -30.61 -9.22 -0.14 1.13 5,952.32
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 -31.68 -7.55 1.48 1.09 22,754.65
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 -29.85 -6.74 1.15 1.09 7,475.49
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 -19.94 -3.23 4.42 1.27 7,458.11
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 -27.38 -5.01 0.77 1.22 7,153.80
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 -24.65 -5.05 3.37 0.63 6,848.32

Fund Holdings as on 29-February-2020

  • Trent Ltd

  • The Ramco Cements Ltd

  • Honeywell Automation India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Varun Beverages Ltd

  • Whirlpool of India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • TATA Consumer Products Ltd

  • Indraprastha Gas Ltd

  • The Federal Bank Ltd

  • Sundaram Clayton Ltd

  • Schaeffler India Ltd

  • City Union Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Timken India Ltd

  • Wabco India Ltd

  • ICICI Securities Ltd

  • Tata Chemicals Ltd

  • Cummins India Ltd

  • Kansai Nerolac Paints Ltd

  • Quess Corp Ltd

  • Blue Star Ltd

  • L&T Technology Services Ltd

  • V-Guard Industries Ltd

  • RBL Bank Ltd

  • Grindwell Norton Ltd

  • Coromandel International Ltd

  • Natco Pharma Ltd

  • PVR Ltd

  • Thermax Ltd

  • Security and Intelligence Services (India) Ltd

  • EIH Ltd

  • Emami Ltd

  • Aarti Industries Ltd

  • Sanofi India Ltd

  • United Breweries Ltd

  • Biocon Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • LIC Housing Finance Ltd

  • DCB Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • TREPS

  • Max Financial Services Ltd

  • IIFL Wealth Management Ltd

  • Mahindra CIE Automotive Ltd

  • Westlife Development Ltd

  • Mahindra Holidays & Resorts India Ltd

  • JM Financial Ltd

  • Carborundum Universal Ltd

  • Bayer Cropscience Ltd

  • Container Corporation of India Ltd

  • 3M India Ltd

  • Shriram City Union Finance Ltd

  • Future Retail Ltd

  • Zee Entertainment Enterprises Ltd

  • Tata Power Company Ltd

  • Healthcare Global Enterprises Ltd

  • MphasiS Ltd

  • Somany Home Innovation Ltd

  • Voltas Ltd

  • Karur Vysya Bank Ltd

  • MRF Ltd

  • Voltas Ltd Mar 2020

  • Arti Surfactants Ltd

  • Margin Money For Derivatives

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  • Retailing

  • Bank - Private

  • Auto Ancillary

  • Cement & Construction Materials

  • Bearings

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Miscellaneous

  • Consumer Durables - Electronics

  • Chemicals

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Consumer Food

  • Household & Personal Products

  • Tea/Coffee

  • Abrasives

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Air Conditioners

  • Finance - Stock Broking

  • Paints

  • Diesel Engines

  • Engineering

  • Electric Equipment

  • Fertilizers

  • Film Production, Distribution & Entertainment

  • Engineering - Industrial Equipments

  • Breweries & Distilleries

  • Travel Services

  • Finance - Housing

  • Forgings

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Logistics

  • Diversified

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • IT - Software

  • Tyres & Allied

  • Unspecified

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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 ₹5,952.32 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 down ₹-5.79(-1.71%)yesterday to ₹333.3874.

Among its top 3 holdings the fund has exposure to Trent Ltd, and

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

  • Derivatives

  • Equity

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