Sundaram Mid Cap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 18-06-2021

  • 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 5.69 9.17 65.87 8.10 12.42 16.91
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 65.87 8.10 12.42 0.99 6,355.71
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 76.88 13.56 16.71 1.07 28,671.84
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 84.87 18.57 19.00 0.61 12,463.37
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 62.45 16.80 17.83 0.84 12,162.25
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 64.18 21.54 20.82 0.52 11,834.27
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 76.96 16.86 17.43 1.16 9,746.07

Fund Holdings as on 31-May-2021

  • The Ramco Cements Ltd

  • Max Financial Services Ltd

  • Grindwell Norton Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • MindTree Ltd

  • Cummins India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Natco Pharma Ltd

  • Navin Fluorine International Ltd

  • Voltas Ltd

  • AU Small Finance Bank Ltd

  • Jubilant Foodworks Ltd

  • Sundaram Clayton Ltd

  • The Federal Bank Ltd

  • Page Industries Ltd

  • PI Industries Ltd

  • IPCA Laboratories Ltd

  • Emami Ltd

  • TREPS

  • MRF Ltd

  • Indraprastha Gas Ltd

  • Varun Beverages Ltd

  • LIC Housing Finance Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Container Corporation of India Ltd

  • Trent Ltd

  • City Union Bank Ltd

  • Gland Pharma Ltd

  • IDFC First Bank Ltd

  • Honeywell Automation India Ltd

  • SRF Ltd

  • Schaeffler India Ltd

  • Jindal Steel & Power Ltd

  • Bank of Baroda

  • ICICI Securities Ltd

  • Ashok Leyland Ltd

  • Bharat Electronics Ltd

  • Quess Corp Ltd

  • Aarti Industries Ltd

  • Coromandel International Ltd

  • Dixon Technologies (India) Ltd

  • Bharat Forge Ltd

  • Whirlpool of India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • HCL Technologies Ltd

  • Zee Entertainment Enterprises Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Axis Bank Ltd

  • L&T Technology Services Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • TATA Consumer Products Ltd

  • Timken India Ltd

  • Amar Raja Batteries Ltd

  • Kalyan Jewellers India Ltd

  • Godrej Properties Ltd

  • Aavas Financiers Ltd

  • MphasiS Ltd

  • Kansai Nerolac Paints Ltd

  • Bajaj Finserv Ltd

  • Reverse Repo

  • Dalmia Cement (Bharat) Ltd.

  • Laurus Labs Ltd

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

  • SIS Ltd

  • Wabco India Ltd

  • Cash and Other Net Current Assets

View More
  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Consumer Food

  • Chemicals

  • Cement & Construction Materials

  • Consumer Durables - Electronics

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Abrasives

  • Diesel Engines

  • Hospital & Healthcare Services

  • Bearings

  • Finance - Housing

  • Miscellaneous

  • Auto Ancillary

  • Air Conditioners

  • Textile

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Tyres & Allied

  • Industrial Gases & Fuels

  • Logistics

  • Retailing

  • Diversified

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Fertilizers

  • Forgings

  • TV Broadcasting & Software Production

  • Hotel, Resort & Restaurants

  • Engineering

  • Travel Services

  • Tea/Coffee

  • Diamond & Jewellery

  • Batteries

  • Construction - Real Estate

  • Paints

  • Finance - Investment

View More
  • Cash

  • Equity

  • Rights

View More

About Sundaram Mid Cap Fund

NULL

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 ₹6,355.71 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 ₹-3.94(-0.6%)yesterday to ₹652.0391.

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