Sundaram Mid Cap Fund

1328.7866 11.7108 (0.89%)
52 Weeks
1442.27
(24 Sep 2024)
962.83
(28 Nov 2023)
Investment Info

Fund Type

Open Ended

Average Asset Size (₹ cr.)

12,447.50

Investment Plan

Growth

Exit Load

If redeemed bet. 0 Day to 365 Days; Exit Load is 1%

Minimum Investment (₹)

100

Launch Date

30/07/2002

Fund Manager

S Bharath,Ratish B Varier

Last Dividend

N.A
Peer Performance
Fund Name AUM (₹ Cr) Return (%)
1M 3M 6M 1Y 3Y 5Y Since Inception
Sundaram Mid Cap Fund 12,350.49 -2.23 -2.38 10.66 38.41 22.67 24.13 24.48
Motilal Oswal Midcap Fund 20,055.68 -0.88 4.16 23.32 58.54 32.83 31.99 24.46
Invesco India Midcap Fund 5,624.96 -0.50 1.09 17.01 44.54 22.53 27.25 17.17
Edelweiss Mid Cap Fund 7,677.01 -1.32 -1.04 14.35 44.48 23.73 29.51 14.36
HSBC Midcap Fund 11,767.99 -2.33 -2.00 9.90 41.44 22.33 23.98 19.66
ITI Mid Cap Fund 1,109.96 -2.42 -7.82 1.37 40.29 20.40 -- 21.54
NAV Graph
Top 10 Holdings
Company Name Sector Name Asset %  
Triparty Repo Current Assets
5.40%
Kalyan Jewellers India Ltd. Consumer Durables
3.75%
Cummins India Ltd. Capital Goods
3.34%
Federal Bank Ltd. Financial Services
3.30%
Trent Ltd. Consumer Services
2.99%
Company Name Sector Name Asset %  
Tube Investments Of India Ltd. Automobile and Auto Components
2.52%
Lupin Ltd. Healthcare
2.46%
Coromandel International Ltd. (Coromandel Fertilisers Ltd.) Chemicals
2.36%
Indian Bank Financial Services
2.31%
Fortis Healthcare Ltd. Healthcare
2.30%
Statistical Analysis
Sharpe
Sortino
Standard Deviation
Beta
R-Square
Top 5 Sector Holding
Sector Name % Allocation  
Financial Services
21.07 %
Capital Goods
12.96 %
Healthcare
11.26 %
Automobile and Auto Components
9.42 %
Consumer Services
7.87 %
AUM Movement
Asset Allocation
Developed by: ICRA Analytics Ltd , Disclaimer