loader2
Partner With Us NRI

Jun 21, 2024


Category

Equity

AUM (Cr.)

11,017.41

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.75

Sharpe Ratio

33.88

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 - (IDCW) 6.01 24.18 54.64 26.84 22.48 24.69
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 7.23 26.71 52.84 25.69 25.92 22.49
Category Rank 1/3 1/3 1/3 2/3 2/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India Midcap Fund (IDCW) 57.9300 0.03 53.78 26.69 26.13 4,631.08 0.00 1,000.00 invest
JM Midcap Fund - Regular (IDCW) 19.0588 0.03 66.67 0.00 0.00 1,054.77 0.00 1,000.00 invest
JM Midcap Fund - Regular (G) 19.0588 0.03 66.67 0.00 0.00 1,054.77 0.00 1,000.00 invest
Invesco India Midcap Fund (G) 153.1900 0.01 53.74 26.69 26.39 4,631.08 0.00 1,000.00 invest
Aditya Birla SL Midcap Fund - (G) 749.9500 -0.94 48.49 23.93 21.79 5,342.47 1.90 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
Equity-Cummins India May 31, 2024 440.07 3.99 7.91
Equity-Federal Bank May 31, 2024 328.55 2.98 -5.00
Equity-Kalyan Jewellers May 31, 2024 323.96 2.94 -6.19
Equity-Tube Investments May 31, 2024 322.23 2.92 -5.85
Reverse Repo-TREPS May 31, 2024 321.77 2.92 -1.78
Equity-Trent May 31, 2024 321.62 2.92 -5.57
Equity-Power Fin.Corpn. May 31, 2024 275.77 2.50 -9.20
Equity-Oberoi Realty May 31, 2024 256.57 2.33 22.67
Equity-Fortis Health. May 31, 2024 247.42 2.25 -6.46
Equity-Bharat Electron May 31, 2024 246.98 2.24 26.61

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...

Jun 14, 2024 09:30

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

Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...

Jun 12, 2024 09:48

Sundaram Mutual Fund Announces change in benchmark under its scheme

Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...

Jun 11, 2024 12:49

Sundaram Mutual Fund Announces IDCW under its schemes

Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...

Jun 10, 2024 09:34

Sundaram Mutual Fund Announces Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Sundaram Mutual Fund has announced 05 June 2024 as the record date for the ...

Jun 03, 2024 09:45

Sundaram Mutual Fund Merges IDCW plans of its few Funds

Sundaram Mutual Fund have decided to merge the following plans/options of t...

May 27, 2024 15:57

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Mid Cap Fund - (IDCW)
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