Dec 08, 2023
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) | 8.49 | 27.93 | 31.58 | 26.57 |
| Benchmark - S&P BSE Mid-Cap | 11.72 | 0.55 | 12.43 | -0.21 |
| Category Average - BEST EQUITY PERFORMERS | 7.34 | 23.91 | 28.77 | 26.19 |
| Category Rank | 9/2 | 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 |
| 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 |
|
Sundaram Mutual Fund has announced 11 December 2023 as the record date for ...
Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...
Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...
| 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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