Sundaram Mid Cap Fund - Growth - Regular Plan

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  • 0.34 %Nav, as on 11-10-2024

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  • Net Change on 11-10-2024

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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 1.12 7.13 52.73 24.53 26.52 24.89
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 52.73 24.53 26.52 1.74 13,129.32
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 44.99 26.43 30.75 1.39 77,682.90
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 47.11 22.39 29.42 1.42 52,626.72
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 51.89 25.37 31.72 1.59 35,208.97
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 45.92 17.40 24.88 1.56 32,015.56
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 34.87 20.98 29.44 1.66 22,338.38

Fund Holdings as on 30-September-2024

  • Sundaram Liquid Fund - Direct Growth*

  • Kalyan Jewellers India Ltd

  • Cummins India Ltd

  • Tube Investments of India Ltd

  • Trent Ltd

  • The Federal Bank Ltd

  • Lupin Ltd

  • Coromandel International Ltd

  • Fortis Health Care Ltd

  • AU Small Finance Bank Ltd

  • Persistent Systems Ltd

  • Oberoi Realty Ltd

  • Indian Bank

  • Torrent Power Ltd

  • TVS Holdings Ltd

  • Zydus Lifesciences Ltd

  • Hindustan Petroleum Corporation Ltd

  • Alkem Laboratories Ltd

  • PB Fintech Ltd

  • Delhivery Ltd

  • Shriram Finance Ltd

  • Jubilant Foodworks Ltd

  • Computer Age Management Services Ltd

  • Info Edge (India) Ltd

  • Cholamandalam Financial Holdings Ltd

  • Power Finance Corporation Ltd

  • Grindwell Norton Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • MphasiS Ltd

  • Max Healthcare Institute Ltd

  • Chalet Hotels Ltd

  • Bharat Electronics Ltd

  • Deepak Nitrite Ltd

  • United Breweries Ltd

  • Apollo Tyres Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • JK Cement Ltd

  • Polycab India Ltd

  • Jindal Steel & Power Ltd

  • CG Power and Industrial Solutions Ltd

  • TVS Motor Company Ltd

  • Voltas Ltd

  • GE T&D India Ltd

  • Union Bank of India

  • Cholamandalam Investment and Finance Company Ltd

  • UNO Minda Ltd

  • Schaeffler India Ltd

  • TREPS

  • BSE Ltd

  • Hatsun Agro Product Ltd

  • Coforge Ltd

  • Supreme Industries Ltd

  • Bharat Heavy Electricals Ltd

  • Marico Ltd

  • Aavas Financiers Ltd

  • Max Financial Services Ltd

  • Prestige Estates Projects Ltd

  • Gujarat State Petronet Ltd

  • Devyani international limited

  • Astral Ltd

  • Laurus Labs Ltd

  • ACC Ltd

  • PI Industries Ltd

  • Container Corporation of India Ltd

  • Sona BLW Precision Forgings Ltd

  • Ola Electric Mobility Ltd

  • LIC Housing Finance Ltd

  • Dr Lal Path Labs Ltd

  • Kansai Nerolac Paints Ltd

  • APL Apollo Tubes Ltd

  • Biocon Ltd

  • Amber Enterprises India Ltd

  • Tata Elxsi Ltd

  • Navin Fluorine International Ltd

  • Bharti Hexacom Ltd

  • Suzlon Energy Ltd

  • Bharat Forge Ltd

  • Sanofi India Ltd

  • Kajaria Ceramics Ltd

  • The Indian Hotels Company Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • ICICI Prudential Life Insurance Company Ltd

  • Sanofi Consumer Healthcare India Ltd

  • Gujarat Gas Co Ltd

  • Margin Money For Derivatives

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Auto Ancillary

  • Diamond & Jewellery

  • Consumer Food

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Diesel Engines

  • Cycles

  • Retailing

  • Bank - Public

  • Construction - Real Estate

  • Electric Equipment

  • Fertilizers

  • Engineering - Industrial Equipments

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Plastic Products

  • Refineries

  • Hotel, Resort & Restaurants

  • Chemicals

  • Fintech

  • Courier Services

  • Air Conditioners

  • Finance - Housing

  • Depository Services

  • BPO/ITeS

  • Finance - Investment

  • Finance Term Lending

  • Abrasives

  • Breweries & Distilleries

  • Tyres & Allied

  • Cable

  • Steel/Sponge Iron/Pig Iron

  • Bearings

  • Gas Transmission/Marketing

  • Pesticides & Agrochemicals

  • Logistics

  • Telecommunication - Service Provider

  • Paints

  • Steel & Iron Products

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Insurance

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  • Cash

  • Equity

  • MFU

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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 ₹13,129.32 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 up ₹4.69(0.34%)yesterday to ₹1403.5202.

Among its top 3 holdings the fund has exposure to Sundaram Liquid Fund - Direct Growth*, 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