Apr 16, 2024
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Mid Cap Fund - (G) | 4.96 | 21.38 | 53.36 | 25.35 |
| Benchmark - S&P BSE Mid-Cap | 11.72 | 0.55 | 12.43 | -0.21 |
| Category Average - BEST EQUITY PERFORMERS | 6.16 | 19.61 | 50.25 | 24.44 |
| Category Rank | 2/3 | 5/3 | 1/3 | 4/3 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| JM Midcap Fund - Regular (G) | 16.1200 | 0.99 | 61.04 | 0.00 | 0.00 | 825.47 | 0.00 | 1,000.00 | invest |
| JM Midcap Fund - Regular (IDCW) | 16.1199 | 0.99 | 61.04 | 0.00 | 0.00 | 825.47 | 0.00 | 1,000.00 | invest |
| Baroda BNP Paribas Mid Cap Fund - Regular (IDCW) | 54.1507 | 0.39 | 47.65 | 23.08 | 22.06 | 1,790.25 | 2.04 | 5,000.00 | invest |
| Baroda BNP Paribas Mid Cap Fund - Regular (G) | 86.8256 | 0.39 | 47.65 | 23.08 | 22.35 | 1,790.25 | 2.04 | 5,000.00 | invest |
| Invesco India Midcap Fund (IDCW) | 49.3600 | -0.46 | 49.03 | 24.51 | 21.24 | 4,280.22 | 0.00 | 1,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Cummins India | Mar 31, 2024 | 374.30 | 3.64 | 20.42 |
|
| Equity-Kalyan Jewellers | Mar 31, 2024 | 357.00 | 3.48 | 22.16 |
|
| Equity-Federal Bank | Mar 31, 2024 | 344.93 | 3.36 | 5.86 |
|
| Equity-Tube Investments | Mar 31, 2024 | 341.71 | 3.33 | -4.14 |
|
| Equity-Power Fin.Corpn. | Mar 31, 2024 | 333.22 | 3.24 | -25.52 |
|
| Equity-Trent | Mar 31, 2024 | 308.89 | 3.01 | 14.00 |
|
| Reverse Repo-TREPS | Mar 31, 2024 | 288.39 | 2.81 | 31.22 |
|
| Equity-Fortis Health. | Mar 31, 2024 | 253.46 | 2.47 | -4.03 |
|
| Equity-Zydus Lifesci. | Mar 31, 2024 | 241.89 | 2.36 | 37.28 |
|
| Equity-REC Ltd | Mar 31, 2024 | 234.12 | 2.28 | -9.63 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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