Fund Performance
Lumpsum
SIP
19.32
as on 09 Dec 20223 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,997 today.
NAV Performance
Fund Information
-
₹ 765.738
as on 09 Dec 2022 -
Regular - Growth
-
17 / 25
-
₹ 100
-
₹ 6,755 Cr.
as on 31 Dec 2021 -
1.93%
-
19 Jul 2002
-
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 ₹ 765.738 as on 09 Dec 2022.
This fund has 20 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.93%. 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
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
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 | 3.27% | 4.63% | 25.84% | 26.13% | 41.90% | 36.95% | 20.26% | 19.10% | 26.42% | 29.45% | 37.90% | 29.06% | 19.48% |
| Category Average | 0.50% | -0.48% | 14.76% | 5.61% | 25.45% | 23.98% | 12.28% | 16.82% | 13.03% | 14.86% | 24.54% | 19.31% | 16.90% |
| Sundaram Mid Cap Fund | 1.08%₹ 10,107 | -0.77%₹ 9,923 | 18.43%₹ 11,842 | 7.49%₹ 10,749 | 16.30%₹ 13,033 | 23.85%₹ 15,340 | 15.54%₹ 27,989 | 19.32%₹ 16,997 | 22.73%₹ 50,140 | 7.94%₹ 14,655 | 15.90%₹ 89,297 | 16.16%₹ 44,799 | 14.97%₹ 2,62,733 |
| Kotak Emerging Equity Fund | 0.45%₹ 10,044 | -0.66%₹ 9,934 | 15.98%₹ 11,597 | 6.95%₹ 10,694 | 14.35%₹ 12,912 | 26.67%₹ 16,045 | 16.34%₹ 28,200 | 25.09%₹ 19,587 | 26.61%₹ 52,873 | 13.96%₹ 19,236 | 21.37%₹ 1,02,046 | 19.10%₹ 57,521 | 19.48%₹ 3,34,873 |
| PGIM India Midcap Opportunities Fund | 0.87%₹ 10,086 | -1.73%₹ 9,826 | 14.66%₹ 11,465 | 4.13%₹ 10,413 | 11.27%₹ 12,719 | 31.59%₹ 17,316 | 17.34%₹ 28,465 | 36.95%₹ 25,705 | 32.48%₹ 57,196 | 17.65%₹ 22,560 | 27.05%₹ 1,16,980 | - | - |
| Edelweiss Mid Cap Fund | -0.47%₹ 9,952 | -0.64%₹ 9,935 | 16.61%₹ 11,660 | 5.79%₹ 10,579 | 13.93%₹ 12,886 | 27.17%₹ 16,172 | 15.82%₹ 28,064 | 27.00%₹ 20,498 | 26.84%₹ 53,037 | 13.19%₹ 18,592 | 21.11%₹ 1,01,417 | - | - |
| Axis Mid Cap Fund | -0.62%₹ 9,937 | -2.65%₹ 9,735 | 11.39%₹ 11,138 | -2.63%₹ 9,736 | 4.89%₹ 12,315 | 18.99%₹ 14,159 | 8.92%₹ 26,263 | 20.38%₹ 17,455 | 18.33%₹ 47,156 | 15.46%₹ 20,533 | 18.00%₹ 94,010 | 17.72%₹ 51,204 | 17.58%₹ 3,02,238 |
| Nippon India Growth Fund | 2.27%₹ 10,227 | 1.36%₹ 10,135 | 16.85%₹ 11,684 | 8.42%₹ 10,842 | 17.46%₹ 13,105 | 28.03%₹ 16,392 | 18.44%₹ 28,759 | 26.08%₹ 20,052 | 27.83%₹ 53,757 | 14.09%₹ 19,345 | 21.75%₹ 1,02,988 | 16.14%₹ 44,723 | 17.65%₹ 3,03,379 |
Portfolio Holdings
Top Sector Holdings of Sundaram Mid Cap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 8.40% | ₹ 618.48 Cr. |
| NBFC | 7.28% | ₹ 534.43 Cr. |
| Computers - Software | 6.53% | ₹ 479.42 Cr. |
| Pharmaceuticals | 6.39% | ₹ 469.97 Cr. |
| Chemicals - Speciality | 3.98% | ₹ 292.80 Cr. |
| Others | 67.42% | - |
Top Stock Holdings of Sundaram Mid Cap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Mindtree Ltd. | 3.90% | ₹ 286.47 Cr. |
| Grindwell Norton Ltd. | 3.03% | ₹ 222.71 Cr. |
| Schaeffler India Ltd. | 2.93% | ₹ 215.31 Cr. |
| Apollo Hospitals Enterprises Ltd. | 2.86% | ₹ 210.56 Cr. |
| Max Financial Services Ltd. | 2.75% | ₹ 201.83 Cr. |
| Others | 84.53% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 0.93% |
| Net Receivables | 0.61% |
| Reverse Repo | 0.50% |