Sundaram Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Direct Plan

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  • 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 10.46 7.86 6.64 -2.39 7.49 14.30
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 6.64 -2.39 7.49 1.16 5,243.34
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 15.88 2.47 11.13 1.17 21,816.96
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 21.47 7.49 13.98 0.90 8,407.43
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 18.17 5.77 13.37 0.61 7,668.47
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 16.33 4.30 11.02 1.22 7,004.74
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 21.62 13.75 14.79 0.57 6,949.30

Fund Holdings as on 31-October-2020

  • The Ramco Cements Ltd

  • Trent Ltd

  • Whirlpool of India Ltd

  • Natco Pharma Ltd

  • Honeywell Automation India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Max Financial Services Ltd

  • TATA Consumer Products Ltd

  • Cummins India Ltd

  • Sundaram Clayton Ltd

  • Timken India Ltd

  • Emami Ltd

  • Kansai Nerolac Paints Ltd

  • Indraprastha Gas Ltd

  • Navin Fluorine International Ltd

  • City Union Bank Ltd

  • Varun Beverages Ltd

  • PI Industries Ltd

  • Schaeffler India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aditya Birla Fashion and Retail Ltd

  • ICICI Securities Ltd

  • MindTree Ltd

  • Grindwell Norton Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Coromandel International Ltd

  • Voltas Ltd

  • The Federal Bank Ltd

  • IPCA Laboratories Ltd

  • MRF Ltd

  • Quess Corp Ltd

  • Zee Entertainment Enterprises Ltd

  • AU Small Finance Bank Ltd

  • Metropolis Healthcare Ltd

  • V-Guard Industries Ltd

  • Dixon Technologies (India) Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Jubilant Foodworks Ltd

  • Bharat Electronics Ltd

  • Aarti Industries Ltd

  • Sanofi India Ltd

  • Amar Raja Batteries Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • LIC Housing Finance Ltd

  • L&T Technology Services Ltd

  • Alembic Pharmaceuticals Ltd

  • Bayer Cropscience Ltd

  • Westlife Development Ltd

  • Bharat Forge Ltd

  • Balkrishna Industries Ltd

  • Ashok Leyland Ltd

  • Container Corporation of India Ltd

  • IIFL Wealth Management Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Security and Intelligence Services (India) Ltd

  • Larsen & Toubro Infotech Ltd

  • EIH Ltd

  • SRF Ltd

  • Healthcare Global Enterprises Ltd

  • UTI Asset Management Co Ltd

  • TREPS

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

  • Somany Home Innovation Ltd

  • Reverse Repo

  • Shriram City Union Finance Ltd

  • IDFC First Bank Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • Consumer Food

  • Retailing

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Bearings

  • Household & Personal Products

  • Chemicals

  • Finance - NBFC

  • Miscellaneous

  • Pesticides & Agrochemicals

  • IT - Software

  • Tyres & Allied

  • Diesel Engines

  • Auto Ancillary

  • Paints

  • Industrial Gases & Fuels

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Abrasives

  • Air Conditioners

  • Fertilizers

  • TV Broadcasting & Software Production

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Batteries

  • Finance - Housing

  • Engineering

  • Forgings

  • Automobiles-Trucks/Lcv

  • Logistics

  • Diversified

  • Finance - Asset Management

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Fund Manager

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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 ₹5,243.34 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 up ₹14.99(3%)yesterday to ₹514.7603.

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