Fund Performance
Lumpsum
SIP
7.41
as on 10 Jun 20213 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,399 today.
NAV Performance
Fund Information
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₹ 627.903
as on 10 Jun 2021 -
Regular - Growth
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17 / 25
-
₹ 100
-
₹ 5,926 Cr.
as on 10 Jun 2021 -
1.91%
since 31 Dec 2020 -
19 Jul 2002
-
Nifty Midcap 100 TRI
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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 ₹ 627.903 as on 10 Jun 2021.
This fund has 18 years of track record. Since 31 Dec 2020 expense ratio of this fund is 1.91%. 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
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About S Krishnakumar
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai. Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Moderately 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 | 10.83% | 20.86% | 39.27% | 105.46% | 41.04% | 22.31% | 19.47% | 19.24% | 97.84% | 67.37% | 44.67% | 26.41% | 20.90% |
| Category Average | 8.45% | 10.48% | 29.70% | 77.22% | 25.23% | 14.94% | 15.92% | 16.36% | 75.31% | 45.82% | 30.37% | 19.05% | 18.05% |
| Sundaram Mid Cap Fund | 8.65%₹ 10,865 | 5.94%₹ 10,593 | 26.72%₹ 12,672 | 67.68%₹ 16,768 | 65.05%₹ 15,886 | 15.44%₹ 13,332 | 35.98%₹ 33,561 | 7.41%₹ 12,399 | 22.36%₹ 49,883 | 12.10%₹ 17,704 | 13.07%₹ 83,286 | 15.29%₹ 41,525 | 15.94%₹ 2,76,814 |
| DSP Midcap Fund | 8.97%₹ 10,897 | 9.86%₹ 10,985 | 21.55%₹ 12,154 | 62.03%₹ 16,202 | 59.26%₹ 15,561 | 24.63%₹ 15,542 | 39.81%₹ 34,649 | 15.43%₹ 15,399 | 28.25%₹ 54,057 | 17.11%₹ 22,040 | 18.71%₹ 95,647 | 17.11%₹ 48,574 | 19.15%₹ 3,28,939 |
| Invesco India Midcap Fund | 7.73%₹ 10,773 | 7.49%₹ 10,748 | 25.16%₹ 12,516 | 63.47%₹ 16,347 | 61.82%₹ 15,705 | 24.33%₹ 15,468 | 40.92%₹ 34,965 | 16.27%₹ 15,736 | 28.22%₹ 54,038 | 16.97%₹ 21,907 | 19.33%₹ 97,108 | 17.99%₹ 52,369 | 19.07%₹ 3,27,548 |
| Axis Mid Cap Fund | 7.73%₹ 10,772 | 8.12%₹ 10,811 | 24.54%₹ 12,453 | 61.96%₹ 16,195 | 60.95%₹ 15,656 | 27.56%₹ 16,283 | 40.90%₹ 34,959 | 19.57%₹ 17,120 | 30.24%₹ 55,521 | 19.32%₹ 24,198 | 22.66%₹ 1,05,279 | 19.24%₹ 58,194 | 20.42%₹ 3,52,351 |
| Kotak Emerging Equity Fund | 8.28%₹ 10,827 | 10.52%₹ 11,052 | 32.01%₹ 13,201 | 83.96%₹ 18,395 | 82.40%₹ 16,842 | 27.50%₹ 16,267 | 49.28%₹ 37,387 | 17.17%₹ 16,108 | 33.48%₹ 57,952 | 17.77%₹ 22,670 | 21.26%₹ 1,01,768 | 19.06%₹ 57,317 | 20.90%₹ 3,61,661 |
| PGIM India Midcap Opportunities Fund | 8.30%₹ 10,830 | 15.17%₹ 11,516 | 39.27%₹ 13,926 | 105.46%₹ 20,545 | 97.84%₹ 17,673 | 41.04%₹ 19,911 | 67.37%₹ 42,845 | 22.31%₹ 18,326 | 44.67%₹ 66,903 | 19.47%₹ 24,353 | 26.41%₹ 1,15,185 | - | - |
Portfolio Holdings
Top Sector Holdings of Sundaram Mid Cap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 8.59% | ₹ 528.24 Cr. |
| Nbfc | 7.63% | ₹ 470.13 Cr. |
| Retailing | 4.25% | ₹ 260.99 Cr. |
| Home appliances | 4.22% | ₹ 259.83 Cr. |
| Consumer food | 3.87% | ₹ 238.00 Cr. |
| Others | 71.44% | - |
Top Stock Holdings of Sundaram Mid Cap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| The Ramco Cements Ltd. | 3.65% | ₹ 224.57 Cr. |
| Cummins India Ltd. | 3.21% | ₹ 197.27 Cr. |
| Sundaram-Clayton Ltd. | 3.06% | ₹ 188.10 Cr. |
| Cholamandalam Investment & Finance Co. Ltd. | 2.92% | ₹ 179.93 Cr. |
| Max Financial Services Ltd. | 2.83% | ₹ 174.27 Cr. |
| Others | 84.33% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| MF Units | 2.03% |
| Net Receivables | 0.10% |
| TREPS | 0.04% |
| Reverse Repo | 0.01% |