Sundaram Mid Cap Fund Regular Plan - Growth
AUM:
₹ 1,045.07 Cr
Expense Ratio
1.79%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01173
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Exit Load
W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 1% if redeemed/ SWP/STP within 365 days from the date of allotment. NIL if redeemed /SWP/STP after 365 days from the date of allotment
Asset Class
Equity
Status
Open Ended Schemes
Fund Manager
Bharath S., Ratish Varier
1231.327
15.36 (1.2476%)
Overview
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Asset Allocation
Equity
94.34%
Debt
0.00%
Others
5.66%
Indicators
| Volatility | 13.35 |
| Sharp Ratio | 0.76 |
| Alpha | 0.11 |
| Beta | 0.95 |
| 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 | 14.22 | 21.68 | 28.69 | 23.71 |
| NIFTY MIDCAP 150 TRI | 11.28 | 20.85 | 33.64 | 17.21 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.6 |
| Capital Goods | 12.17 |
| Healthcare | 10.63 |
| Automobile and Auto Components | 8.39 |
| Consumer Services | 7.29 |
| N/A | 5.66 |
| Information Technology | 5.51 |
| Consumer Durables | 5.03 |
| Chemicals | 4.98 |
| Fast Moving Consumer Goods | 3.87 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 4.94 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.3 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.27 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.79 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.66 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.46 |
| Persistent Systems Ltd | 2.46 |
| INDIAN BANK EQ | 2.32 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.27 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.2 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Sundaram MidCap Gr | 01-07-2002 | 14.22 | 21.68 | 28.69 | 14.18 |
| Invesco India MidCap Gr | 19-04-2007 | 23.38 | 22.1 | 29.33 | 15.9 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 20.14 | 28.32 | 34.0 | 16.66 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 20.01 | 22.65 | 33.51 | 16.57 |
| Franklin India Prima Fund Gr | 01-12-1993 | 17.86 | 21.15 | 27.7 | 14.08 |
| LIC MF Mid Cap Fund Reg Gr | 02-02-2017 | 17.07 | 18.22 | 26.78 | 0.0 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 16.44 | 23.18 | 32.24 | 16.59 |
| Kotak Emerging Equity Sch Gr | 30-03-2007 | 16.33 | 18.76 | 29.77 | 16.42 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 16.26 | 0.0 | 0.0 | 0.0 |
| JM Midcap Fund Reg Gr | 21-11-2022 | 15.12 | 0.0 | 0.0 | 0.0 |