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 6.76 20.41 55.98 26.99 22.59 24.70
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 55.98 26.99 22.59 1.75 11,017.41
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 53.12 30.42 27.35 1.43 65,394.16
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 51.01 25.90 26.81 1.46 45,017.71
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 58.86 30.69 28.30 1.62 27,931.43
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 45.87 21.80 24.58 1.58 27,747.62
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 39.06 25.87 26.65 1.69 18,398.62

Fund Holdings as on 31-May-2024

  • Cummins India Ltd

  • The Federal Bank Ltd

  • Kalyan Jewellers India Ltd

  • Tube Investments of India Ltd

  • TREPS

  • Trent Ltd

  • Power Finance Corporation Ltd

  • Oberoi Realty Ltd

  • Fortis Health Care Ltd

  • Bharat Electronics Ltd

  • Zydus Lifesciences Ltd

  • Indian Bank

  • Coromandel International Ltd

  • Grindwell Norton Ltd

  • Lupin Ltd

  • TVS Holdings Ltd

  • Torrent Power Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Voltas Ltd

  • Polycab India Ltd

  • Shriram Finance Ltd

  • Persistent Systems Ltd

  • REC Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Hindustan Petroleum Corporation Ltd

  • PB Fintech Ltd

  • Schaeffler India Ltd

  • Jindal Steel & Power Ltd

  • AU Small Finance Bank Ltd

  • Alkem Laboratories Ltd

  • Max Financial Services Ltd

  • Container Corporation of India Ltd

  • Bharat Heavy Electricals Ltd

  • Jubilant Foodworks Ltd

  • Delhivery Ltd

  • Chalet Hotels Ltd

  • Computer Age Management Services Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Union Bank of India

  • Info Edge (India) Ltd

  • MphasiS Ltd

  • Max Healthcare Institute Ltd

  • Coforge Ltd

  • United Breweries Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Astral Ltd

  • CG Power and Industrial Solutions Ltd

  • TVS Motor Company Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Hatsun Agro Product Ltd

  • Apollo Tyres Ltd

  • Gujarat State Petronet Ltd

  • Aavas Financiers Ltd

  • JK Cement Ltd

  • Cholamandalam Financial Holdings Ltd

  • Supreme Industries Ltd

  • UNO Minda Ltd

  • Laurus Labs Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Devyani international limited

  • Biocon Ltd

  • PI Industries Ltd

  • Sona BLW Precision Forgings Ltd

  • Kajaria Ceramics Ltd

  • Deepak Nitrite Ltd

  • APL Apollo Tubes Ltd

  • Kansai Nerolac Paints Ltd

  • Sanofi India Ltd

  • Navin Fluorine International Ltd

  • Star Health and Allied Insurance Company Ltd

  • Tata Elxsi Ltd

  • Bharti Hexacom Ltd

  • BSE Ltd

  • Balkrishna Industries Ltd

  • Dr Lalp pathlabs Ltd

  • Gujarat Gas Co Ltd

  • Prestige Estates Projects Ltd

  • L&T Technology Services Ltd

  • Sundaram Clayton Ltd 0.1% (Preference Share) 31-Aug-2024 ** @

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Bank - Private

  • IT - Software

  • Diesel Engines

  • Finance Term Lending

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Bank - Public

  • Diamond & Jewellery

  • Consumer Food

  • Cycles

  • Retailing

  • Miscellaneous

  • Construction - Real Estate

  • Cement & Construction Materials

  • Fertilizers

  • Abrasives

  • Plastic Products

  • Power Generation/Distribution

  • Air Conditioners

  • Cable

  • Finance - Others

  • Refineries

  • Fintech

  • Bearings

  • Steel/Sponge Iron/Pig Iron

  • Logistics

  • Hotel, Resort & Restaurants

  • Courier Services

  • Depository Services

  • Tyres & Allied

  • BPO/ITeS

  • Chemicals

  • Breweries & Distilleries

  • Gas Transmission/Marketing

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Finance - Investment

  • Travel Services

  • Pesticides & Agrochemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Steel & Iron Products

  • Paints

  • Insurance

  • Telecommunication - Service Provider

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Fund Manager

  • Cash

  • Equity

  • MFU

  • 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 ₹11,017.41 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended down ₹-4.63(-0.36%)yesterday to ₹1263.986.

Among its top 3 holdings the fund has exposure to Cummins India 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