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Partner With Us NRI

Mar 31, 2023


Category

Equity

AUM (Cr.)

7,048.79

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.87

Sharpe Ratio

1.93

Beta Ratio

0.00

Fund Manager

S Bharath

Inception Date

Jul 31, 2002

Risk Level

Very High

Investment 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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (G) -0.86 -3.77 2.51 29.45 7.51 22.98
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -0.95 -3.68 0.75 32.75 11.61 13.41
Category Rank 10/4 10/4 6/4 3/4 4/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
IDBI Midcap Fund (G) 15.7900 1.67 -3.01 26.99 6.62 176.01 0.00 5,000.00 invest
Quant Mid Cap Fund (G) 127.4388 1.44 0.30 43.36 18.03 1,550.74 2.68 5,000.00 invest
Canara Robeco Mid Cap Fund - Regular (G) 9.6700 1.36 0.00 0.00 0.00 971.62 0.00 5,000.00 invest
Canara Robeco Mid Cap Fund - Regular (IDCW) 9.6700 1.36 0.00 0.00 0.00 971.62 0.00 5,000.00 invest
Nippon India Growth Fund - (IDCW) 72.0084 -96.35 3.24 35.69 13.20 13,409.61 1.83 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-TREPS Feb 28, 2023 297.41 4.22 105.33
Equity-Schaeffler India Feb 28, 2023 272.55 3.87 10.77
Equity-Federal Bank Feb 28, 2023 263.82 3.74 -3.32
Equity-Shriram Finance Feb 28, 2023 178.84 2.54 -7.84
Equity-Persistent Sys Feb 28, 2023 173.02 2.45 2.25
Equity-Navin Fluo.Intl. Feb 28, 2023 172.98 2.45 10.79
Equity-Cummins India Feb 28, 2023 168.08 2.38 9.35
Equity-Grindwell Norton Feb 28, 2023 166.03 2.36 -9.63
Equity-Coromandel Inter Feb 28, 2023 161.26 2.29 0.39
Equity-Tube Investments Feb 28, 2023 160.15 2.27 9.62

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 24 March 2023 as the record date for the...

Mar 22, 2023 10:17

Sundaram Multi Cap Fund Announces Income Distribution Cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund has announced 14 March 2023 as the record date for the...

Mar 11, 2023 08:29

Sundaram Mutual Fund Announces Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 10 March 2023 as the record date for the...

Mar 08, 2023 10:02

Sundaram Mutual Fund Announces quarterly & Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 08 March 2023 as the record date for the...

Mar 04, 2023 09:20

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 17 February 2023 as the record date for ...

Feb 15, 2023 10:02

Sundaram Mutual Fund Announces Appointment of Directors

Sundaram Mutual Fund has announced that Ms. Aarti Ramakrishnan has been app...

Feb 01, 2023 09:51

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Mid Cap Fund - (G)
Contact Persone : S Bharath
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent:sundarammutual.com
Website : www.sundarammutual.com