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Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.47

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,075 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

  • ₹ 742.278

    as on 14 Oct 2021
  • Regular - Growth

  • 16 / 25

  • ₹ 100

  • ₹ 6,564 Cr.

    as on 14 Oct 2021
  • 1.9%

    since 31 May 2021
  • 19 Jul 2002

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 742.278 as on 14 Oct 2021.

This fund has 19 years of track record. Since 31 May 2021 expense ratio of this fund is 1.9%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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 Varier

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 8.99% 21.63% 46.40% 96.13% 62.52% 37.79% 21.78% 22.12% 90.20% 80.53% 57.24% 33.31% 23.05%
Category Average 6.06% 15.04% 35.53% 79.43% 40.79% 26.58% 16.90% 19.12% 72.53% 58.81% 40.82% 24.66% 20.38%
Sundaram Mid Cap Fund 4.08%₹ 10,408 13.94%₹ 11,393 31.41%₹ 13,140 72.51%₹ 17,250 63.79%₹ 15,818 30.93%₹ 17,156 49.53%₹ 37,469 19.47%₹ 17,075 32.82%₹ 57,463 12.00%₹ 17,631 18.53%₹ 95,239 18.04%₹ 52,582 18.17%₹ 3,12,113
DSP Midcap Fund 3.89%₹ 10,388 10.95%₹ 11,094 27.77%₹ 12,776 58.01%₹ 15,800 52.96%₹ 15,205 35.11%₹ 18,270 46.67%₹ 36,633 25.80%₹ 19,947 34.97%₹ 59,106 16.48%₹ 21,453 22.32%₹ 1,04,431 19.20%₹ 57,971 20.72%₹ 3,58,099
Axis Mid Cap Fund 5.60%₹ 10,559 17.91%₹ 11,791 36.64%₹ 13,664 71.99%₹ 17,199 70.34%₹ 16,183 39.00%₹ 19,339 55.11%₹ 39,125 30.16%₹ 22,101 41.38%₹ 64,198 21.78%₹ 26,793 28.79%₹ 1,21,912 22.12%₹ 73,864 23.05%₹ 4,06,271
Invesco India Midcap Fund 6.89%₹ 10,688 13.44%₹ 11,343 35.09%₹ 13,508 70.87%₹ 17,086 66.81%₹ 15,986 39.20%₹ 19,393 54.35%₹ 38,897 26.13%₹ 20,103 39.05%₹ 62,318 18.39%₹ 23,266 25.18%₹ 1,11,866 20.54%₹ 64,878 21.59%₹ 3,75,435
Kotak Emerging Equity Fund 4.54%₹ 10,453 12.60%₹ 11,260 30.22%₹ 13,022 81.29%₹ 18,128 68.69%₹ 16,091 41.33%₹ 19,993 58.64%₹ 40,186 28.90%₹ 21,459 41.72%₹ 64,479 18.28%₹ 23,165 25.76%₹ 1,13,429 21.47%₹ 70,054 22.75%₹ 3,99,667
PGIM India Midcap Opportunities Fund 5.14%₹ 10,513 19.34%₹ 11,933 43.29%₹ 14,328 96.13%₹ 19,613 90.20%₹ 17,265 62.52%₹ 26,449 80.53%₹ 47,006 37.79%₹ 26,231 57.24%₹ 78,027 20.81%₹ 25,747 33.31%₹ 1,35,622 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Mid Cap Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    98.60%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.37%

Top Sector Holdings of Sundaram Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 9.98% ₹ 655.13 Cr.
NBFC 8.25% ₹ 541.03 Cr.
Pharmaceuticals 6.54% ₹ 429.79 Cr.
Computers - Software 4.73% ₹ 309.95 Cr.
Cement 3.79% ₹ 277.20 Cr.
Others 66.71% -

Top Stock Holdings of Sundaram Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Max Financial Services Ltd. 3.28% ₹ 215.02 Cr.
The Ramco Cements Ltd. 3.07% ₹ 201.64 Cr.
Cummins India Ltd. 2.94% ₹ 192.94 Cr.
Mindtree Ltd. 2.92% ₹ 191.64 Cr.
Grindwell Norton Ltd. 2.87% ₹ 188.54 Cr.
Others 84.92% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 1.14%
TREPS 0.82%
Net Receivables -0.59%