Sundaram Mid Cap Fund Regular Plan - Growth
AUM:
₹ 13,346.65 Cr
Expense Ratio
1.72%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01173
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Exit Load
Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % 1 if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.
Asset Class
Equity
Status
Open Ended Schemes
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
1425.9005
-0.83 (-0.058%)
Overview
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Asset Allocation
Equity
93.55%
Debt
0.00%
Others
6.45%
Indicators
| Volatility | 13.35 |
| Sharp Ratio | 1.14 |
| Alpha | 1.35 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 1.2 | 23.08 | 23.19 | 23.66 |
| NIFTY MIDCAP 150 TRI | 2.35 | 22.65 | 24.38 | 17.49 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.03 |
| Capital Goods | 14.01 |
| Healthcare | 10.4 |
| Automobile and Auto Components | 6.61 |
| Fast Moving Consumer Goods | 6.08 |
| Consumer Services | 4.92 |
| Information Technology | 4.82 |
| Chemicals | 4.34 |
| Realty | 3.78 |
| Consumer Durables | 3.72 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 5.67 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 4.18 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.84 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.78 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.75 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.71 |
| IDFC FIRST BANK LIMITED EQ | 2.35 |
| INDIAN BANK EQ | 2.23 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.21 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.14 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Sundaram MidCap Gr | 01-07-2002 | 1.2 | 23.08 | 23.19 | 15.65 |
| Invesco India MidCap Gr | 19-04-2007 | 5.56 | 26.26 | 24.87 | 18.72 |
| ICICI Pru MidCap Gr | 10-10-2004 | 4.8 | 21.74 | 22.72 | 16.32 |
| Mirae Asset MidCap Reg | 01-07-2019 | 4.68 | 19.65 | 22.51 | 0.0 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 4.45 | 24.47 | 25.63 | 18.59 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 3.32 | 24.78 | 0.0 | 0.0 |
| Tata Mid Cap Fund Reg Plan Gr | 01-07-1994 | 2.45 | 20.8 | 20.99 | 16.22 |
| BARODA BNP PARIBAS Mid Cap Fund Gr | 02-05-2006 | 0.81 | 19.33 | 21.26 | 15.54 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 0.64 | 20.03 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 0.53 | 24.18 | 25.32 | 18.5 |