Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
AUM:
13,234.58 Cr
Expense Ratio
1.73%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01173
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Shalav Saket(Overseas Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13.58 | 24.8 | 20.21 |
| NIFTY MIDCAP 150 TRI | 14.16 | 24.2 | 20.5 |
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
1419.1014
Last change
16.94 (1.194%)
Fund Size (AUM)
₹ 13,234.58 Cr
Performance
23.26% (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
FM1 - Mr. S Bharath, FM2- Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 4.03 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.38 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 3.25 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.69 |
| TREPS | 2.37 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.36 |
| INDIAN BANK EQ | 2.14 |
| IDFC FIRST BANK LIMITED EQ | 2.13 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.09 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 2.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.94 |
| Capital Goods | 15.21 |
| Healthcare | 9.92 |
| Automobile and Auto Components | 7.97 |
| Fast Moving Consumer Goods | 6.24 |
| Consumer Durables | 4.85 |
| Consumer Services | 4.71 |
| Information Technology | 4.57 |
| Chemicals | 4.11 |
| Realty | 3.53 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Gr | 20.21 |
| ICICI Pru MidCap Gr | 21.08 |
| HSBC Midcap Fund Reg Growth | 18.83 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 17.92 |
| Kotak Midcap Fund Reg Gr | 19.09 |
| Invesco India MidCap Gr | 21.46 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 22.83 |