Sundaram Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.77 %Nav, as on 26-05-2023

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  • Net Change on 26-05-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 Regular Plan - Growth 5.61 6.79 21.47 30.87 8.87 23.15
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 Regular Plan - Growth Jul 19, 2002 Unrated 21.47 30.87 8.87 1.83 7,217.45
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 29.23 37.71 13.91 1.60 36,911.62
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 19.49 35.70 14.92 1.57 25,971.71
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 17.59 26.65 15.35 1.64 19,539.49
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 23.85 37.55 15.83 1.73 14,143.01
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 Unrated 12.98 22.42 9.99 1.72 13,441.17

Fund Holdings as on 30-April-2023

  • The Federal Bank Ltd

  • Reverse Repo

  • Navin Fluorine International Ltd

  • Shriram Finance Ltd

  • Grindwell Norton Ltd

  • Tube Investments of India Ltd

  • Coromandel International Ltd

  • Cummins India Ltd

  • Persistent Systems Ltd

  • Trent Ltd

  • Schaeffler India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Bharat Electronics Ltd

  • Gujarat State Petronet Ltd

  • Fortis Health Care Ltd

  • Axis Bank Ltd

  • Jindal Steel & Power Ltd

  • AU Small Finance Bank Ltd

  • Zydus Lifesciences Ltd

  • Oberoi Realty Ltd

  • Bank of Baroda

  • Max Financial Services Ltd

  • United Breweries Ltd

  • Cash and Other Net Current Assets

  • Ashok Leyland Ltd

  • State Bank of India

  • Jubilant Foodworks Ltd

  • Varun Beverages Ltd

  • Kalyan Jewellers India Ltd

  • Polycab India Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Zee Entertainment Enterprises Ltd

  • Astral Ltd

  • Cholamandalam Financial Holdings Ltd

  • Apollo Hospitals Enterprise Ltd

  • Voltas Ltd

  • Sundaram Clayton Ltd

  • PI Industries Ltd

  • UNO Minda Ltd

  • Laurus Labs Ltd

  • Container Corporation of India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Hatsun Agro Product Ltd

  • ICICI Bank Ltd

  • Metro Brands Ltd

  • Lupin Ltd

  • Sona BLW Precision Forgings Ltd

  • Emami Ltd

  • Gland Pharma Ltd

  • Chalet Hotels Ltd

  • SRF Ltd

  • Aavas Financiers Ltd

  • Page Industries Ltd

  • Power Finance Corporation Ltd

  • Torrent Power Ltd

  • TVS Motor Company Ltd

  • Kajaria Ceramics Ltd

  • IPCA Laboratories Ltd

  • Indraprastha Gas Ltd

  • MphasiS Ltd

  • APL Apollo Tubes Ltd

  • Balkrishna Industries Ltd

  • PB Fintech Ltd

  • Bharat Forge Ltd

  • TREPS

  • Hindustan Petroleum Corporation Ltd

  • Sundaram Clayton Ltd - 9.00% - 25/03/2024 - Preference share

  • Star Health and Allied Insurance Company Ltd

  • K.P.R. Mill Ltd

  • Alkem Laboratories Ltd

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  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Auto Ancillary

  • Consumer Food

  • Bank - Public

  • Retailing

  • Hospital & Healthcare Services

  • Chemicals

  • IT - Software

  • Abrasives

  • Cycles

  • Diesel Engines

  • Fertilizers

  • Bearings

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Steel/Sponge Iron/Pig Iron

  • Construction - Real Estate

  • Finance - Others

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Cable

  • TV Broadcasting & Software Production

  • Plastic Products

  • Finance - Investment

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Logistics

  • Household & Personal Products

  • Textile

  • Hotel, Resort & Restaurants

  • Diversified

  • Finance - Housing

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Ceramics/Marble/Granite/Sanitaryware

  • Industrial Gases & Fuels

  • Steel & Iron Products

  • Tyres & Allied

  • Fintech

  • Forgings

  • Refineries

  • Insurance

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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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 19-Jul-2002 and currently has an AUM of ₹7,217.45 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 ₹5.89(0.77%)yesterday to ₹770.5758.

Among its top 3 holdings the fund has exposure to The Federal Bank 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