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Partner With Us NRI

Jan 25, 2022


Category

Equity

AUM (Cr.)

7,352.26

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.93

Sharpe Ratio

23.67

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.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (IDCW) -0.15 4.64 29.57 15.68 10.28 24.22
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 1.23 8.37 39.88 24.7 17.81 22.35
Category Average - BEST EQUITY PERFORMERS -0.75 2.24 25.51 17.1 13.34 19.35
Category Average - BEST EQUITY PERFORMERS 1.03 1.49 30.36 20.47 15.9 9.25
Category Average - BEST EQUITY PERFORMERS 0.88 7.9 49.43 28.52 21.15 12.49
Category Average - BEST EQUITY PERFORMERS -0.15 4.64 29.57 16.05 10.62 24.32
Category Average - BEST EQUITY PERFORMERS -0.07 9.74 43.39 19.59 13.03 21.96
Category Average - BEST EQUITY PERFORMERS -0.78 5.38 33.51 23.26 16.42 17.8
Category Average - BEST EQUITY PERFORMERS 0.33 7.5 36.73 24.49 15.9 18.42
Category Average - BEST EQUITY PERFORMERS -0.28 4.74 37.81 20.58 15.22 17.38
Category Average - BEST EQUITY PERFORMERS 0.69 10.93 46.15 25.86 15.07 16.9
Category Average - BEST EQUITY PERFORMERS 1.32 2.09 24.34 20.88 14.82 15.54
Category Average - BEST EQUITY PERFORMERS 0.21 6.37 39.46 25.5 17.6 14.13
Category Average - BEST EQUITY PERFORMERS -0.85 6.36 34.39 23.26 17.9 15.73
Category Average - BEST EQUITY PERFORMERS 1.84 6.33 36.02 20.87 14.78 16.29
Category Average - BEST EQUITY PERFORMERS -0.79 0.92 25.46 16.18 13.4 18.7
Category Average - BEST EQUITY PERFORMERS -1.36 12.53 49.4 26.14 17.4 5.03
Category Average - BEST EQUITY PERFORMERS 1.98 3.25 37.53 23.97 15.67 11.7
Category Average - BEST EQUITY PERFORMERS -1.07 7.07 34.05 25.66 21.58 19.04
Category Average - BEST EQUITY PERFORMERS 0.72 12.35 53.44 35.73 20.93 19.41
Category Average - BEST EQUITY PERFORMERS 0.88 21.41 51.41 24.8 14.81 20.9
Category Average - BEST EQUITY PERFORMERS -0.92 5.3 40.78 26.01 18.45 11.87
Category Average - BEST EQUITY PERFORMERS -1.46 2.42 28.71 17.91 11.07 11.06
Category Average - BEST EQUITY PERFORMERS 1.74 6.15 45.31 24.47 0 14.77
Category Average - BEST EQUITY PERFORMERS 2.31 7.85 40.67 0 0 33.85
Category Average - BEST EQUITY PERFORMERS -2.37 6.68 43.14 0 0 71.86
Category Average - BEST EQUITY PERFORMERS -1.88 -4.27 0 0 0 9.69
Category Average - BEST EQUITY PERFORMERS -1.94 0 0 0 0 -2.57
Category Rank - BEST EQUITY PERFORMERS 64 145 85 256 276 16
Category Rank - BEST EQUITY PERFORMERS 85 249 99 59 67 239
Category Rank - BEST EQUITY PERFORMERS 90 198 110 93 91 135
Category Rank - BEST EQUITY PERFORMERS 97 199 64 56 246 169
Category Rank - BEST EQUITY PERFORMERS 133 265 202 92 88 155
Category Rank - BEST EQUITY PERFORMERS 140 128 90 52 29 45
Category Rank - BEST EQUITY PERFORMERS 156 272 146 106 64 268
Category Rank - BEST EQUITY PERFORMERS 169 2 42 51 89 58
Category Rank - BEST EQUITY PERFORMERS 170 141 49 26 13 222
Category Rank - BEST EQUITY PERFORMERS 185 39 37 7 14 74
Category Rank - BEST EQUITY PERFORMERS 190 66 59 39 84 116
Category Rank - BEST EQUITY PERFORMERS 214 159 103 54 63 90
Category Rank - BEST EQUITY PERFORMERS 217 194 92 44 31 185
Category Rank - BEST EQUITY PERFORMERS 229 92 73 125 147 47
Category Rank - BEST EQUITY PERFORMERS 234 234 157 202 181 37
Category Rank - BEST EQUITY PERFORMERS 237 231 96 103 77 108
Category Rank - BEST EQUITY PERFORMERS 251 262 193 183 136 76
Category Rank - BEST EQUITY PERFORMERS 252 213 125 64 51 102
Category Rank - BEST EQUITY PERFORMERS 253 275 194 200 134 83
Category Rank - BEST EQUITY PERFORMERS 256 196 120 63 28 148
Category Rank - BEST EQUITY PERFORMERS 258 217 83 36 21 234
Category Rank - BEST EQUITY PERFORMERS 261 167 123 42 12 81
Category Rank - BEST EQUITY PERFORMERS 271 36 50 34 34 294
Category Rank - BEST EQUITY PERFORMERS 272 260 167 162 176 246
Category Rank - BEST EQUITY PERFORMERS 281 287 292 286 198 262
Category Rank - BEST EQUITY PERFORMERS 282 305 307 302 220 311
Category Rank 289/1 183/1 74/1 282/1 313/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Mirae Asset Midcap Fund (G) 20.7030 1.55 40.67 0.00 0.00 7,034.86 0.00 5,000.00 invest
Mirae Asset Midcap Fund (IDCW) 20.6960 1.55 40.60 0.00 0.00 7,034.86 0.00 5,000.00 invest
Quant Mid Cap Fund (G) 116.6968 1.45 49.43 28.52 21.15 247.86 2.62 5,000.00 invest
Mahindra Manulife Mid Cap Unnati Yojana (G) 17.3248 1.14 45.31 24.47 0.00 864.67 2.28 1,000.00 invest
Nippon India Growth Fund - (IDCW) 79.4888 -95.87 39.88 23.31 17.01 11,906.10 1.88 100.00 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-Mindtree Dec 31, 2021 286.47 3.90 9.74
Equity-Grindwell Norton Dec 31, 2021 222.71 3.03 18.83
Equity-Schaeffler India Dec 31, 2021 215.31 2.93 16.57
Equity-Apollo Hospitals Dec 31, 2021 210.56 2.86 -11.86
Equity-Max Financial Dec 31, 2021 201.83 2.75 8.22
Equity-SRF Dec 31, 2021 184.25 2.51 25.84
Equity-Navin Fluo.Intl. Dec 31, 2021 182.23 2.48 15.53
Equity-Voltas Dec 31, 2021 175.74 2.39 5.52
Equity-Page Industries Dec 31, 2021 166.91 2.27 5.29
Equity-L&T Technology Dec 31, 2021 159.80 2.17 6.05

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

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