Sundaram Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Regular Plan - Growth 3.77 15.35 50.68 24.41 21.13 24.32
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 50.68 24.41 21.13 1.78 10,112.24
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 55.83 29.87 26.09 1.45 59,027.47
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 34.67 22.46 24.07 1.49 39,027.24
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 33.51 18.33 21.18 1.61 24,533.62
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 53.91 28.71 26.68 1.66 24,365.53
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 Unrated 40.91 16.68 19.28 1.69 16,556.20

Fund Holdings as on 31-January-2024

  • Power Finance Corporation Ltd

  • Tube Investments of India Ltd

  • The Federal Bank Ltd

  • Cummins India Ltd

  • Shriram Finance Ltd

  • Kalyan Jewellers India Ltd

  • Trent Ltd

  • Fortis Health Care Ltd

  • REC Ltd

  • Persistent Systems Ltd

  • TREPS

  • Oberoi Realty Ltd

  • Grindwell Norton Ltd

  • Coromandel International Ltd

  • Lupin Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Zydus Lifesciences Ltd

  • Gujarat State Petronet Ltd

  • Bharat Electronics Ltd

  • Indian Bank

  • TVS Holdings Ltd

  • Voltas Ltd

  • Delhivery Ltd

  • Alkem Laboratories Ltd

  • AU Small Finance Bank Ltd

  • Coforge Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Jindal Steel & Power Ltd

  • Max Financial Services Ltd

  • Chalet Hotels Ltd

  • Torrent Power Ltd

  • Polycab India Ltd

  • Jubilant Foodworks Ltd

  • Schaeffler India Ltd

  • PB Fintech Ltd

  • Union Bank of India

  • TVS Motor Company Ltd

  • Computer Age Management Services Ltd

  • Astral Ltd

  • Container Corporation of India Ltd

  • Max Healthcare Institute Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Hatsun Agro Product Ltd

  • Info Edge (India) Ltd

  • Bharat Heavy Electricals Ltd

  • Navin Fluorine International Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Hindustan Petroleum Corporation Ltd

  • Sona BLW Precision Forgings Ltd

  • Metro Brands Ltd

  • Aavas Financiers Ltd

  • Biocon Ltd

  • KPIT Technologies Ltd

  • Laurus Labs Ltd

  • Kajaria Ceramics Ltd

  • Cholamandalam Financial Holdings Ltd

  • UNO Minda Ltd

  • Bank of India

  • PI Industries Ltd

  • United Breweries Ltd

  • CG Power and Industrial Solutions Ltd

  • APL Apollo Tubes Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Kansai Nerolac Paints Ltd

  • Sanofi India Ltd

  • Ashok Leyland Ltd

  • Cash and Other Net Current Assets

  • Star Health and Allied Insurance Company Ltd

  • Tata Elxsi Ltd

  • JK Cement Ltd

  • Petronet LNG Ltd

  • Sundaram Clayton Ltd

  • TVS Holdings Ltd - 9.00% - 25/03/2024 - Preference share

  • JSW Infrastructure Ltd

  • Balkrishna Industries Ltd

  • Emami Ltd

  • Indian Renewable Energy Development Agency Ltd

  • Bajaj Electricals Ltd

  • Apollo Tyres Ltd

  • Sundaram Clayton DCD Ltd - 0.10% - 31/08/2024 - Unlisted Preference share** @

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  • Pharmaceuticals & Drugs

  • Finance Term Lending

  • Finance - NBFC

  • Auto Ancillary

  • IT - Software

  • Bank - Private

  • Hospital & Healthcare Services

  • Retailing

  • Cycles

  • Bank - Public

  • Diesel Engines

  • Diamond & Jewellery

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Consumer Food

  • Cement & Construction Materials

  • Construction - Real Estate

  • Abrasives

  • Fertilizers

  • Gas Transmission/Marketing

  • Air Conditioners

  • Courier Services

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Power Generation/Distribution

  • Cable

  • Bearings

  • Fintech

  • Depository Services

  • Automobile Two & Three Wheelers

  • Plastic Products

  • Logistics

  • BPO/ITeS

  • Chemicals

  • Refineries

  • Finance - Housing

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Breweries & Distilleries

  • Electric Equipment

  • Travel Services

  • Steel & Iron Products

  • Paints

  • Automobiles-Trucks/Lcv

  • Insurance

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Port

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

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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 ₹10,112.24 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 ₹-6.12(-0.55%)yesterday to ₹1102.8499.

Among its top 3 holdings the fund has exposure to Power Finance Corporation 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