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NRI

Sep 13, 2024

Category

Equity

AUM (Cr.)

12,713.29

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.74

Sharpe Ratio

32.73

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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S&P BSE Mid-Cap

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) 7.59 34.08 55.27 25.84 27 25.04
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 6.18 33.79 49.77 24.01 29.19 22.84
Category Rank 4/3 2/3 1/3 3/3 2/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Emerging Equity Fund (IDCW) 74.7260 1.09 48.68 24.32 29.87 51,366.36 1.42 100.00 invest
Kotak Emerging Equity Fund (G) 136.0560 1.09 48.68 24.32 29.87 51,366.36 1.42 100.00 invest
Taurus Mid Cap Fund (G) 131.5000 1.01 35.18 21.60 27.16 140.33 2.58 500.00 invest
Taurus Mid Cap Fund (IDCW) 117.2100 1.01 35.16 21.59 27.16 140.33 2.58 500.00 invest
WhiteOak Capital Mid Cap Fund (IDCW) 18.8520 0.13 50.14 0.00 0.00 2,426.73 0.00 500.00 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-Kalyan Jewellers Aug 31, 2024 510.46 4.02 6.18
Reverse Repo-TREPS Aug 31, 2024 447.68 3.52 -16.47
Equity-Cummins India Aug 31, 2024 440.81 3.47 -7.66
Equity-Trent Aug 31, 2024 432.69 3.40 18.69
Equity-Tube Investments Aug 31, 2024 390.93 3.08 -2.60
Equity-Federal Bank Aug 31, 2024 389.62 3.06 -3.32
Equity-Coromandel Inter Aug 31, 2024 311.79 2.45 5.56
Equity-Lupin Aug 31, 2024 310.98 2.45 17.17
Equity-Power Fin.Corpn. Aug 31, 2024 300.60 2.36 -1.30
Equity-Persistent Sys Aug 31, 2024 262.02 2.06 7.01

latest news

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

Sundaram Mutual Fund has announced 17 September 2024 as the record date for...

Sep 13, 2024 10:25

Sundaram Mutual Fund announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 September 2024 as the record date for...

Sep 11, 2024 15:46

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

Sundaram Mutual Fund has announced 16 August 2024 as the record date for th...

Aug 14, 2024 10:10

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

Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...

Jul 13, 2024 11:29

Sundaram Mutual Fund Announces change in fund managers under schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

Jul 01, 2024 16:43

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

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