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NRI

Apr 16, 2025


Category

Equity

AUM (Cr.)

11,332.71

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.79

Sharpe Ratio

5.74

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) 7.85 -12.54 11.24 20.36 29.07 23.69
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 6.46 -13.52 7.41 17.3 29.02 17.73
Category Rank 2/1 9/1 3/1 2/1 3/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Midcap Fund - Regular (IDCW) 17.4881 1.18 8.49 0.00 0.00 1,261.10 0.00 1,000.00 invest
JM Midcap Fund - Regular (G) 17.4881 1.18 8.49 0.00 0.00 1,261.10 0.00 1,000.00 invest
Taurus Mid Cap Fund (IDCW) 97.9600 1.13 -2.79 13.18 23.66 114.44 2.52 500.00 invest
Taurus Mid Cap Fund (G) 109.8900 1.11 -2.80 13.18 23.66 114.44 2.52 500.00 invest
Aditya Birla SL Midcap Fund - (G) 709.1600 0.26 6.41 14.32 27.81 5,502.09 1.92 1,000.00 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
Indian Mutual Funds-Sundaram Liquid Fund - Direct Mar 31, 2025 453.89 4.01 762.10
Equity-Cummins India Mar 31, 2025 387.62 3.42 12.28
Equity-Federal Bank Mar 31, 2025 370.95 3.27 8.51
Equity-Coromandel Inter Mar 31, 2025 346.31 3.06 18.91
Equity-Kalyan Jewellers Mar 31, 2025 281.14 2.48 1.08
Equity-Lupin Mar 31, 2025 273.84 2.42 6.47
Equity-Fortis Health. Mar 31, 2025 270.91 2.39 13.98
Reverse Repo-TREPS Mar 31, 2025 268.77 2.37 -47.93
Equity-Persistent Sys Mar 31, 2025 267.36 2.36 3.96
Equity-M & M Fin. Serv. Mar 31, 2025 243.72 2.15 6.23

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...

Mar 17, 2025 10:52

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

Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...

Mar 13, 2025 12:33

Sundaram Mutual Fund announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...

Mar 07, 2025 10:10

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

Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...

Feb 13, 2025 09:22

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

Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...

Jan 14, 2025 09:20

Sundaram MF announces change in Fund Manager of the following scheme

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Dec 18, 2024 12:30

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 : customerservices:sundarammutual.com
Website : www.sundarammutual.com