Dec 31, 2021
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Mid Cap Fund - Inst (G) | 0 | 0 | 0 | 0 |
| Benchmark - S&P BSE Mid-Cap | 11.72 | 0.55 | 12.43 | -0.21 |
| Category Average - BEST EQUITY PERFORMERS | 2.49 | 26.84 | 17.99 | 29.68 |
| Category Rank | 4/2 | 2/2 | 7/2 | 2/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund (G) | 130.4780 | 0.22 | 28.97 | 34.92 | 18.94 | 47,236.04 | 1.54 | 100.00 | invest |
| WhiteOak Capital Mid Cap Fund (G) | 12.5600 | 0.18 | 22.99 | 0.00 | 0.00 | 960.75 | 0.00 | 500.00 | invest |
| WhiteOak Capital Mid Cap Fund (IDCW) | 12.5600 | 0.18 | 22.99 | 0.00 | 0.00 | 960.75 | 0.00 | 500.00 | invest |
| Taurus Discovery (Midcap) Fund (G) | 96.6700 | 0.10 | 27.01 | 27.33 | 16.83 | 99.75 | 2.57 | 500.00 | invest |
| Nippon India Growth Fund - (IDCW) | 94.9137 | -96.40 | 23.98 | 34.31 | 19.84 | 18,343.36 | 1.71 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| -Federal Bank | Aug 31, 2023 | 318.42 | 3.70 | 0.00 |
|
| -Shriram Finance | Aug 31, 2023 | 313.16 | 3.63 | 0.00 |
|
| -Kalyan Jewellers | Aug 31, 2023 | 228.44 | 2.65 | 0.00 |
|
| -Tube Investments | Aug 31, 2023 | 220.61 | 2.56 | 0.00 |
|
| -Navin Fluo.Intl. | Aug 31, 2023 | 220.55 | 2.56 | 0.00 |
|
| -Power Fin.Corpn. | Aug 31, 2023 | 220.10 | 2.55 | 0.00 |
|
| -Cummins India | Aug 31, 2023 | 216.92 | 2.52 | 0.00 |
|
| -Trent | Aug 31, 2023 | 212.40 | 2.46 | 0.00 |
|
| -Fortis Health. | Aug 31, 2023 | 211.96 | 2.46 | 0.00 |
|
| -TREPS | Aug 31, 2023 | 209.11 | 2.43 | 0.00 |
|
Sundaram Mutual Fund has announced 22 September 2023 as the record date for...
Sundaram Mutual Fund has announced 20 September 2023 as the record date for...
Sundaram Mutual Fund has announced 15 September 2023 as the record date for...
Sundaram Mutual Fund has announced 17 August 2023 as the record date for th...
Sundaram Mutual Fund has announced 17 July 2023 as the record date for the ...
Sundaram Mutual Fund has announced 23 June 2023 as the record date for the ...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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