Sundaram Mid Cap Fund Regular Plan - Growth
AUM:
₹ 1,250.14 Cr
Expense Ratio
1.75%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01173
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Exit Load
"If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No exit Load if more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged"
Asset Class
Equity
Status
Open Ended Schemes
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
1414.9855
3.51 (0.248%)
Overview
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap
Asset Allocation
Equity
95.19%
Debt
0.00%
Others
4.81%
Indicators
| Volatility | 13.35 |
| Sharp Ratio | 1.04 |
| Alpha | 1.47 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
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%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | -0.27 | 22.84 | 26.04 | 23.89 |
| NIFTY MIDCAP 150 TRI | -1.26 | 22.96 | 27.73 | 17.62 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.54 |
| Capital Goods | 13.65 |
| Healthcare | 11.81 |
| Automobile and Auto Components | 7.37 |
| Consumer Services | 5.41 |
| Fast Moving Consumer Goods | 5.19 |
| Information Technology | 5.05 |
| Chemicals | 4.87 |
| Consumer Durables | 4.59 |
| Realty | 3.59 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.95 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.16 |
| TREPS | 3.13 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.83 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.62 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.42 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.38 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.17 |
| J.K.CEMENT LIMITED EQ | 2.07 |
| Persistent Systems Ltd | 2.06 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Sundaram MidCap Gr | 01-07-2002 | -0.27 | 22.84 | 26.04 | 15.56 |
| Invesco India MidCap Gr | 19-04-2007 | 7.7 | 27.6 | 27.57 | 18.64 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 4.13 | 25.25 | 0.0 | 0.0 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 2.61 | 21.66 | 27.12 | 18.46 |
| ICICI Pru MidCap Gr | 10-10-2004 | 1.91 | 21.82 | 26.17 | 15.94 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 1.89 | 0.0 | 0.0 | 0.0 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 1.76 | 25.17 | 28.57 | 18.25 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 1.09 | 23.96 | 28.59 | 18.4 |
| PGIM India Midcap Fund Reg Gr | 05-12-2013 | 0.84 | 13.72 | 24.08 | 15.99 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 0.45 | 24.42 | 28.78 | 18.33 |