loader2
Partner With Us NRI

Jun 29, 2022


Category

Equity

AUM (Cr.)

6,705.02

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.88

Sharpe Ratio

0.00

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

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) -1.36 -9.82 0.24 10.79 6.1 23.12
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -1.48 -10.31 0.92 17.15 11.12 15.18
Category Rank 2/2 7/2 5/2 2/2 4/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
L&T Midcap Fund (G) 186.2500 0.40 -2.23 12.21 7.84 6,227.29 1.89 5,000.00 invest
ITI Mid Cap Fund (G) 10.0299 0.19 -10.86 0.00 0.00 355.29 2.57 5,000.00 invest
ITI Mid Cap Fund (IDCW) 10.0299 0.19 -10.86 0.00 0.00 355.29 2.57 5,000.00 invest
SBI Magnum Midcap Fund (G) 129.4126 0.15 8.46 21.24 11.15 6,891.23 1.85 5,000.00 invest
Nippon India Growth Fund - (IDCW) 68.9113 -96.15 5.95 17.28 12.16 11,628.70 1.89 100.00 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-Schaeffler India May 31, 2022 277.65 4.14 -1.82
Equity-SRF May 31, 2022 195.88 2.92 -0.42
Equity-Page Industries May 31, 2022 186.62 2.78 -0.84
Equity-Cholaman.Inv.&Fn May 31, 2022 180.24 2.69 -9.63
Equity-Grindwell Norton May 31, 2022 180.05 2.69 -3.04
Equity-Federal Bank May 31, 2022 171.73 2.56 -7.45
Equity-Navin Fluo.Intl. May 31, 2022 170.73 2.55 -0.19
Equity-Varun Beverages May 31, 2022 168.36 2.51 -2.50
Equity-Axis Bank May 31, 2022 167.99 2.51 -3.80
Equity-Max Financial May 31, 2022 164.91 2.46 4.90

latest news

Sundaram Mutual Fund Announces change in fund managers under its schemes

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

May 19, 2022 10:55

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