Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
AUM:
14,504.36 Cr
Expense Ratio
1.87%
Benchmark
Nifty Midcap 150 TRI
ISIN
INF903J01173
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 11.77 | 20.93 | 18.15 |
| NIFTY MIDCAP 150 TRI | 12.12 | 18.97 | 18.36 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
1528.8683
Last change
-3.82 (-0.2501%)
Fund Size (AUM)
₹ 14,504.36 Cr
Performance
23.29% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Fund Manager
Bharath S, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.03 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.91 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.63 |
| TREPS | 2.62 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.6 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.58 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.45 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 2.42 |
| IDFC FIRST BANK LIMITED EQ | 2.17 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.04 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.89 |
| Capital Goods | 17.67 |
| Healthcare | 10.43 |
| Automobile and Auto Components | 6.86 |
| Consumer Durables | 5.31 |
| Consumer Services | 5.19 |
| Fast Moving Consumer Goods | 5.01 |
| Information Technology | 4.28 |
| Chemicals | 3.66 |
| Realty | 3.2 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Midcap Gr | 18.15 |
| HSBC Midcap Fund Reg Gr | 18.74 |
| ICICI Pru Midcap Gr | 17.91 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 18.08 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ITI Mid Cap Fund Reg Gr | 15.5 |
| Baroda BNP Paribas Mid Cap Fund Gr | 15.29 |
| Mirae Asset Midcap Reg | 15.76 |
| Union Midcap Reg Gr | 15.59 |