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Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

28.37

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,183 today.

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NAV Performance

Sundaram Mid Cap Fund performance graph for last 3 years
Performance of Sundaram Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 793.261

    as on 07 Jun 2023
  • Regular - Growth

  • 14 / 25

  • ₹ 100

  • ₹ 6,981 Cr.

    as on 31 Mar 2023
  • 1.84%

  • 19 Jul 2002

  • Equity - Mid Cap Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 19 Jul 2002. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 793.261 as on 07 Jun 2023.

This fund has 20 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.84%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

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.

List of Fund Managers of Sundaram Mid Cap Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.86% 12.05% 10.54% 33.92% 41.90% 39.32% 19.62% 20.80% 28.80% 23.56% 30.21% 25.35% 18.67%
Category Average 6.36% 8.35% 4.66% 21.31% 14.18% 30.55% 14.14% 17.98% 18.49% 11.84% 19.32% 19.47% 16.20%
Sundaram Mid Cap Fund 6.46%₹ 10,645 8.08%₹ 10,808 4.31%₹ 10,430 23.07%₹ 12,307 17.36%₹ 13,095 13.10%₹ 12,791 11.90%₹ 27,030 28.37%₹ 21,183 18.17%₹ 47,040 9.50%₹ 15,748 16.25%₹ 90,046 17.29%₹ 49,330 14.05%₹ 2,50,042
Kotak Emerging Equity Fund 6.03%₹ 10,602 6.95%₹ 10,695 5.11%₹ 10,510 21.45%₹ 12,145 17.30%₹ 13,091 13.79%₹ 12,948 12.42%₹ 27,165 33.11%₹ 23,623 20.68%₹ 48,721 15.69%₹ 20,736 21.18%₹ 1,01,540 20.80%₹ 66,230 18.67%₹ 3,20,496
SBI Magnum Mid Cap Fund 7.85%₹ 10,784 11.54%₹ 11,154 10.54%₹ 11,054 25.78%₹ 12,577 25.01%₹ 13,562 18.55%₹ 14,053 17.26%₹ 28,437 38.31%₹ 26,506 25.44%₹ 52,021 16.87%₹ 21,813 24.17%₹ 1,09,150 20.11%₹ 62,566 17.79%₹ 3,05,596
Nippon India Growth Fund 7.61%₹ 10,761 10.65%₹ 11,064 6.10%₹ 10,609 23.91%₹ 12,390 22.60%₹ 13,416 16.53%₹ 13,579 15.14%₹ 27,879 34.43%₹ 24,330 22.78%₹ 50,158 16.51%₹ 21,477 22.07%₹ 1,03,750 18.16%₹ 53,113 17.37%₹ 2,98,758
PGIM India Midcap Opportunities Fund 6.09%₹ 10,608 6.26%₹ 10,626 0.95%₹ 10,095 15.98%₹ 11,598 10.80%₹ 12,688 13.14%₹ 12,801 8.10%₹ 26,050 37.21%₹ 25,878 20.18%₹ 48,381 18.35%₹ 23,231 24.75%₹ 1,10,683 - -
Motilal Oswal Midcap 30 Fund 9.86%₹ 10,985 12.05%₹ 11,205 7.79%₹ 10,778 33.92%₹ 13,392 28.80%₹ 13,790 27.17%₹ 16,171 23.56%₹ 30,125 39.32%₹ 27,089 30.21%₹ 55,468 17.56%₹ 22,461 25.19%₹ 1,11,848 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Mid Cap Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    96.57%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.77%

Top Sector Holdings of Sundaram Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 11.97% ₹ 835.28 Cr.
Auto ancillaries 7.08% ₹ 493.76 Cr.
Pharmaceuticals 5.93% ₹ 413.84 Cr.
Consumer food 4.71% ₹ 328.87 Cr.
NBFC 3.65% ₹ 255.01 Cr.
Others 66.66% -

Top Stock Holdings of Sundaram Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Federal Bank Ltd. 3.87% ₹ 270.26 Cr.
Schaeffler India Ltd. 3.05% ₹ 212.80 Cr.
Navin Flourine International Ltd. 2.72% ₹ 189.63 Cr.
Shriram Finance Ltd. 2.68% ₹ 187.17 Cr.
Cummins India Ltd. 2.50% ₹ 174.45 Cr.
Others 85.18% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.12%
Net Receivables 0.33%
Reverse Repo 0.32%