loader2
Partner With Us NRI

Dec 08, 2023


Category

Equity

AUM (Cr.)

8,477.71

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.81

Sharpe Ratio

16.77

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.

Invest Now

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) 8.49 27.93 31.58 26.57 18.11 24.15
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 7.34 23.91 28.77 26.19 20.93 20.03
Category Rank 9/2 2/2 2/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Midcap Fund (G) 69.6512 0.49 31.71 35.06 24.61 6,059.92 1.81 500.00 invest
Mirae Asset Midcap Fund (G) 28.0950 0.12 26.49 27.16 0.00 11,783.59 0.00 5,000.00 invest
ITI Mid Cap Fund (G) 15.5580 0.11 31.02 0.00 0.00 522.47 2.32 5,000.00 invest
ITI Mid Cap Fund (IDCW) 15.5580 0.11 31.02 0.00 0.00 522.47 2.32 5,000.00 invest
Nippon India Growth Fund - (IDCW) 106.4953 -96.39 37.20 31.43 23.59 19,081.97 1.69 100.00 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 Oct 31, 2023 445.08 5.25 44.89
Equity-Federal Bank Oct 31, 2023 311.12 3.67 -4.45
Equity-Power Fin.Corpn. Oct 31, 2023 302.95 3.57 -0.79
Equity-Shriram Finance Oct 31, 2023 289.14 3.41 -4.27
Equity-Tube Investments Oct 31, 2023 260.40 3.07 12.50
Equity-Kalyan Jewellers Oct 31, 2023 244.60 2.89 19.80
Equity-Cummins India Oct 31, 2023 231.40 2.73 4.51
Equity-Cholaman.Inv.&Fn Oct 31, 2023 209.04 2.47 -5.50
Equity-Fortis Health. Oct 31, 2023 206.40 2.43 -5.00
Equity-Trent Oct 31, 2023 190.21 2.24 3.58

latest news

Sundaram Mutual Fund Announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 December 2023 as the record date for ...

Dec 08, 2023 09:45

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

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

Nov 15, 2023 09:47

Sundaram MF Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Nov 10, 2023 09:06

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...

Nov 01, 2023 09:39

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...

Oct 23, 2023 09:35

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...

Oct 18, 2023 11:32

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