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Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.41

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,399 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

  • ₹ 627.903

    as on 10 Jun 2021
  • Regular - Growth

  • 17 / 25

  • ₹ 100

  • ₹ 5,926 Cr.

    as on 10 Jun 2021
  • 1.91%

    since 31 Dec 2020
  • 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 ₹ 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

  • About S Krishnakumar

    Picture of S KrishnakumarMr. 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

Portfolio holdings pattern of Sundaram Mid Cap Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    97.83%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.18%

Top Sector Holdings of Sundaram Mid Cap Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 TypeHolding Percentage
MF Units 2.03%
Net Receivables 0.10%
TREPS 0.04%
Reverse Repo 0.01%