Fund Performance
Lumpsum
SIP
26.57
as on 08 Dec 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,276 today.
NAV Performance
Fund Information
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₹ 1,008.355
as on 08 Dec 2023 -
Regular - Growth
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14 / 25
-
₹ 100
-
₹ 6,981 Cr.
as on 31 May 2023 -
1.84%
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19 Jul 2002
-
Nifty 50
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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 ₹ 1,008.355 as on 08 Dec 2023.
This fund has 21 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
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Ratish Varier
Mr. 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.
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About S Bharath
Mr. 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
Mr. 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.
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About S Bharath
Mr. 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
Mr. 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
Mr. 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
Mr. 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 | 10.11% | 10.39% | 30.79% | 37.20% | 41.90% | 35.06% | 26.93% | 22.72% | 58.78% | 37.09% | 32.14% | 32.65% | 21.39% |
| Category Average | 6.77% | 5.93% | 22.63% | 28.03% | 17.36% | 26.05% | 20.71% | 19.42% | 44.76% | 27.95% | 23.48% | 25.13% | 18.03% |
| Sundaram Mid Cap Fund | 8.49%₹ 10,848 | 8.19%₹ 10,818 | 27.93%₹ 12,793 | 31.58%₹ 13,158 | 51.06%₹ 15,106 | 19.08%₹ 14,179 | 31.59%₹ 32,340 | 26.57%₹ 20,276 | 25.48%₹ 52,067 | 18.09%₹ 22,981 | 23.94%₹ 1,08,578 | 19.48%₹ 59,397 | 16.51%₹ 2,85,293 |
| Kotak Emerging Equity Fund | 4.95%₹ 10,494 | 4.63%₹ 10,462 | 19.95%₹ 11,994 | 24.68%₹ 12,468 | 36.97%₹ 14,284 | 15.80%₹ 13,409 | 24.92%₹ 30,504 | 26.29%₹ 20,141 | 22.04%₹ 49,666 | 22.21%₹ 27,295 | 25.31%₹ 1,12,189 | 22.72%₹ 77,645 | 19.56%₹ 3,36,451 |
| SBI Magnum Mid Cap Fund | 5.53%₹ 10,552 | 3.78%₹ 10,378 | 15.99%₹ 11,598 | 26.79%₹ 12,678 | 36.51%₹ 14,257 | 16.05%₹ 13,466 | 24.77%₹ 30,465 | 28.29%₹ 21,113 | 23.09%₹ 50,389 | 22.55%₹ 27,670 | 26.89%₹ 1,16,535 | 20.46%₹ 64,481 | 18.23%₹ 3,13,145 |
| Nippon India Growth Fund | 9.31%₹ 10,931 | 9.72%₹ 10,971 | 30.79%₹ 13,078 | 37.20%₹ 13,719 | 58.78%₹ 15,546 | 22.47%₹ 14,998 | 36.37%₹ 33,680 | 31.43%₹ 22,701 | 29.95%₹ 55,303 | 24.40%₹ 29,833 | 29.65%₹ 1,24,407 | 20.57%₹ 65,058 | 20.41%₹ 3,52,123 |
| PGIM India Midcap Opportunities Fund | 5.58%₹ 10,558 | 3.83%₹ 10,382 | 14.58%₹ 11,457 | 13.70%₹ 11,369 | 26.73%₹ 13,672 | 9.43%₹ 11,974 | 16.57%₹ 28,262 | 25.35%₹ 19,695 | 16.97%₹ 46,257 | 24.78%₹ 30,292 | 26.46%₹ 1,15,319 | 17.85%₹ 51,748 | 18.48%₹ 3,17,303 |
| Motilal Oswal Midcap 30 Fund | 7.85%₹ 10,784 | 7.41%₹ 10,741 | 22.82%₹ 12,282 | 31.71%₹ 13,171 | 50.34%₹ 15,064 | 24.23%₹ 15,431 | 34.30%₹ 33,096 | 35.06%₹ 24,637 | 32.14%₹ 56,934 | 24.58%₹ 30,039 | 30.43%₹ 1,26,734 | - | - |
Portfolio Holdings
Top Sector Holdings of Sundaram Mid Cap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 10.98% | ₹ 828.83 Cr. |
| Auto ancillaries | 7.65% | ₹ 577.11 Cr. |
| Pharmaceuticals | 4.50% | ₹ 410.91 Cr. |
| Hospital | 4.67% | ₹ 352.52 Cr. |
| Consumer food | 4.26% | ₹ 321.91 Cr. |
| Others | 67.94% | - |
Top Stock Holdings of Sundaram Mid Cap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Federal Bank Ltd. | 3.43% | ₹ 258.65 Cr. |
| Navin Flourine International Ltd. | 2.80% | ₹ 211.23 Cr. |
| Tube Investments Of India Ltd. | 2.80% | ₹ 211.17 Cr. |
| Shriram Finance Ltd. | 2.78% | ₹ 209.53 Cr. |
| Cummins India Ltd. | 2.74% | ₹ 206.83 Cr. |
| Others | 85.45% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 4.48% |
| Net Receivables | 0.17% |