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Partner With Us NRI

Dec 31, 2021


Category

Equity

AUM (Cr.)

7,352.26

Exit Load (%)

0.00

Min Inv Lumpsum

10,000,000

Expense Ratio

1.25

Sharpe Ratio

24.30

Beta Ratio

0.00

Fund Manager

S Bharath

Inception Date

May 26, 2009

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 - Inst (G) 2.55 12.44 38.6 16.22 13.66 18.25
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 5.07 13.33 40.67 25.26 18.9 22.5
Category Average - BEST EQUITY PERFORMERS 3.11 6.61 25.89 17.86 14.57 19.48
Category Average - BEST EQUITY PERFORMERS 5.84 5.85 31.63 20.96 17.41 9.38
Category Average - BEST EQUITY PERFORMERS 4.06 11.51 48.74 28.8 21.95 12.62
Category Average - BEST EQUITY PERFORMERS 3.99 9.65 30.99 16.38 11.85 24.5
Category Average - BEST EQUITY PERFORMERS 4.31 15.11 44.06 19.99 14.31 22.14
Category Average - BEST EQUITY PERFORMERS 4.19 10.82 34.81 23.82 17.57 18
Category Average - BEST EQUITY PERFORMERS 4.58 12.52 37.35 24.93 17.14 18.62
Category Average - BEST EQUITY PERFORMERS 3.02 8.46 37.78 20.63 16.26 17.55
Category Average - BEST EQUITY PERFORMERS 6.63 16.71 49.21 26.96 16.46 17.19
Category Average - BEST EQUITY PERFORMERS 5.08 6.7 25.2 21.45 15.95 15.75
Category Average - BEST EQUITY PERFORMERS 4.25 11.73 41.36 26.09 18.85 14.37
Category Average - BEST EQUITY PERFORMERS 4.82 10.99 36.3 23.67 19.33 15.99
Category Average - BEST EQUITY PERFORMERS 6.33 11.29 37.28 21.18 16 16.52
Category Average - BEST EQUITY PERFORMERS 3.04 4.8 26.87 16.44 14.49 18.89
Category Average - BEST EQUITY PERFORMERS 3.47 17.39 49.71 26.87 18.49 5.28
Category Average - BEST EQUITY PERFORMERS 6.32 8.54 39.35 24.48 16.95 11.94
Category Average - BEST EQUITY PERFORMERS 3.78 12.1 35.89 26.57 22.75 19.43
Category Average - BEST EQUITY PERFORMERS 5.39 18.42 55.38 36.53 22.28 19.91
Category Average - BEST EQUITY PERFORMERS 5.01 26.01 52.33 24.91 15.75 21.29
Category Average - BEST EQUITY PERFORMERS 3.87 9.72 41.26 26.32 19.68 12.1
Category Average - BEST EQUITY PERFORMERS 4.95 8.45 31.46 18.84 0 11.98
Category Average - BEST EQUITY PERFORMERS 5.68 10.74 46.2 24.92 0 15.53
Category Average - BEST EQUITY PERFORMERS 5.08 11.16 40.05 0 0 34.82
Category Average - BEST EQUITY PERFORMERS 3.41 11.67 45.61 0 0 76.12
Category Average - BEST EQUITY PERFORMERS 1.33 -0.41 0 0 0 12.77
Category Average - BEST EQUITY PERFORMERS 3.29 0 0 0 0 0.98
Category Rank - BEST EQUITY PERFORMERS 56 39 54 32 71 119
Category Rank - BEST EQUITY PERFORMERS 68 166 99 92 82 135
Category Rank - BEST EQUITY PERFORMERS 69 228 91 58 65 242
Category Rank - BEST EQUITY PERFORMERS 89 265 142 97 56 271
Category Rank - BEST EQUITY PERFORMERS 98 186 64 53 241 161
Category Rank - BEST EQUITY PERFORMERS 114 17 36 7 13 76
Category Rank - BEST EQUITY PERFORMERS 134 171 88 254 272 16
Category Rank - BEST EQUITY PERFORMERS 135 255 197 84 89 156
Category Rank - BEST EQUITY PERFORMERS 136 111 84 48 30 52
Category Rank - BEST EQUITY PERFORMERS 141 2 42 54 93 59
Category Rank - BEST EQUITY PERFORMERS 143 230 143 147 230 241
Category Rank - BEST EQUITY PERFORMERS 149 176 107 65 26 151
Category Rank - BEST EQUITY PERFORMERS 170 133 98 52 59 91
Category Rank - BEST EQUITY PERFORMERS 198 69 70 125 143 53
Category Rank - BEST EQUITY PERFORMERS 199 158 80 41 32 185
Category Rank - BEST EQUITY PERFORMERS 205 183 122 63 49 107
Category Rank - BEST EQUITY PERFORMERS 215 163 55 26 15 226
Category Rank - BEST EQUITY PERFORMERS 223 214 148 198 177 44
Category Rank - BEST EQUITY PERFORMERS 232 213 81 38 22 237
Category Rank - BEST EQUITY PERFORMERS 237 142 111 36 12 82
Category Rank - BEST EQUITY PERFORMERS 244 31 52 34 35 294
Category Rank - BEST EQUITY PERFORMERS 246 159 67 282 313 1
Category Rank - BEST EQUITY PERFORMERS 252 309 300 298 215 309
Category Rank - BEST EQUITY PERFORMERS 261 258 190 169 130 81
Category Rank - BEST EQUITY PERFORMERS 263 273 182 196 135 87
Category Rank - BEST EQUITY PERFORMERS 264 229 96 105 78 109
Category Rank 292/223 284/223 309/223 307/223 228/223 223/223
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
BNP Paribas Mid Cap Fund (G) 58.9450 -1.47 39.35 24.48 16.95 1,065.32 2.23 5,000.00 invest
Motilal Oswal Midcap 30 Fund (G) 46.0631 -1.50 52.33 24.91 15.75 2,633.90 2.05 500.00 invest
L&T Midcap Fund (G) 205.2700 -1.54 26.87 16.44 14.49 6,782.00 1.88 5,000.00 invest
Kotak Emerging Equity Fund (G) 73.2120 -1.57 41.36 26.09 18.85 17,529.48 1.77 5,000.00 invest
Nippon India Growth Fund - (IDCW) 81.8067 -95.98 40.67 23.85 18.09 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 - Inst (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
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com