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 4.61 13.01 25.71 29.40 15.07 23.76
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 25.71 29.40 15.07 1.80 8,617.55
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 36.17 35.36 20.10 1.53 47,236.04
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 22.70 31.65 20.38 1.52 33,091.23
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 17.07 24.18 17.95 1.62 22,664.68
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 31.96 34.42 21.75 1.71 18,343.36
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 Unrated 21.91 20.53 15.52 1.72 15,053.28

Fund Holdings as on 31-August-2023

  • The Federal Bank Ltd

  • Shriram Finance Ltd

  • Kalyan Jewellers India Ltd

  • Tube Investments of India Ltd

  • Navin Fluorine International Ltd

  • Power Finance Corporation Ltd

  • Cummins India Ltd

  • Trent Ltd

  • Fortis Health Care Ltd

  • TREPS

  • Cholamandalam Investment and Finance Company Ltd

  • Coromandel International Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Grindwell Norton Ltd

  • Polycab India Ltd

  • Persistent Systems Ltd

  • Oberoi Realty Ltd

  • Jindal Steel & Power Ltd

  • Schaeffler India Ltd

  • Reverse Repo

  • AU Small Finance Bank Ltd

  • Max Financial Services Ltd

  • Zydus Lifesciences Ltd

  • Bharat Electronics Ltd

  • Gujarat State Petronet Ltd

  • Astral Ltd

  • Jubilant Foodworks Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Cholamandalam Financial Holdings Ltd

  • REC Ltd

  • Ashok Leyland Ltd

  • Coforge Ltd

  • Hatsun Agro Product Ltd

  • State Bank of India

  • Lupin Ltd

  • Alkem Laboratories Ltd

  • Aavas Financiers Ltd

  • Voltas Ltd

  • TVS Holdings Ltd

  • MphasiS Ltd

  • Chalet Hotels Ltd

  • UNO Minda Ltd

  • Info Edge (India) Ltd

  • Metro Brands Ltd

  • Sona BLW Precision Forgings Ltd

  • PB Fintech Ltd

  • Container Corporation of India Ltd

  • Zee Entertainment Enterprises Ltd

  • TVS Motor Company Ltd

  • Torrent Power Ltd

  • Laurus Labs Ltd

  • Kajaria Ceramics Ltd

  • PI Industries Ltd

  • Apollo Hospitals Enterprise Ltd

  • Union Bank of India

  • United Breweries Ltd

  • APL Apollo Tubes Ltd

  • Balkrishna Industries Ltd

  • Indraprastha Gas Ltd

  • Emami Ltd

  • Hindustan Petroleum Corporation Ltd

  • Delhivery Ltd

  • Max Healthcare Institute Ltd

  • Sanofi India Ltd

  • Varun Beverages Ltd

  • Margin Money For Derivatives

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

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Sundaram Clayton DCD Ltd

  • Indian Bank

  • K.P.R. Mill Ltd

  • Solar Industries India Ltd

  • Sundaram Clayton DCD Ltd - 0.10% - 25/08/2024 - Unlisted Preference share** @

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  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Auto Ancillary

  • Miscellaneous

  • IT - Software

  • Finance Term Lending

  • Hospital & Healthcare Services

  • Retailing

  • Consumer Food

  • Chemicals

  • Diamond & Jewellery

  • Cycles

  • Diesel Engines

  • Fertilizers

  • Cement & Construction Materials

  • Bank - Public

  • Abrasives

  • Cable

  • Construction - Real Estate

  • Steel/Sponge Iron/Pig Iron

  • Bearings

  • Finance - Others

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Plastic Products

  • Finance - Investment

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Fintech

  • Logistics

  • TV Broadcasting & Software Production

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Ceramics/Marble/Granite/Sanitaryware

  • Pesticides & Agrochemicals

  • Breweries & Distilleries

  • Steel & Iron Products

  • Tyres & Allied

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Refineries

  • Courier Services

  • e-Commerce

  • Unspecified

  • Textile

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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 19-Jul-2002 and currently has an AUM of ₹8,617.55 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 ₹7.59(0.83%)yesterday to ₹919.3007.

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