Sundaram Mid Cap Fund -Growth

Fund Returns

NAV Rs. 411.79 1.79 %
(as on Aug. 7, 2020)
1 yr Return -3.06 %
3 yr. Return -3.87 %
5 yr. Return 2.18 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 411.79 1.79 %
(as on Aug. 7, 2020)
-3.06 % -3.87 % 2.18 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date July 19, 2002
Fund Size Rs. 5901.43 cr.
Category Equity | Mid Cap
Fund Manager S. Krishnakumar
AMC Sundaram Asset Management Company Limited
Fund Benchmark S&P BSE Midcap
Risk Profile Aggressive
Risk Rating 9 / 10

Investment Information

Min. Investment Rs. 100.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 1.96 %
Exit load 1% on or before 12M

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 4.26 19.65 -17.4 -3.06 -3.87 2.18
Rank Within Category 57 77 None 53 37 25

Portfolio

Security Holding (%)
(as on May 1, 2020)
Market Value
(in Rs. crores.)
Quantity
TATA Consumer Products Ltd 5.17 231.84 6318818.0
The Ramco Cements Ltd 4.46 200.09 3314880.0
Trent Ltd 4.42 198.03 4223741.0
TREP 4.22 192.69 -
Honeywell Automation India Ltd 3.92 175.58 65000.0
Whirlpool of India Ltd 3.28 146.82 755000.0
Indraprastha Gas Ltd 2.95 132.19 2800000.0
Varun Beverages Ltd 2.89 129.37 2048206.0
Wabco India Ltd 2.8 125.43 181075.0
Tata Global Beverages Ltd 2.75 170.01 4434398.0

Fund Schemes Concentrations

# of Securities 86
Top 10 Securities 36.86 %
Top 5 Securities 22.19 %
Top 3 Securities 14.05 %
# of Sectors 24
Top 10 Sectors 76.22 %
Top 5 Sectors 51.37 %
Top 3 Sectors 35.78 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home

Scheme Details

Launch Date July 19, 2002 Fund Size Rs. 5901.43 cr.
Category Equity | Mid Cap Fund Manager S. Krishnakumar
AMC Sundaram Asset Management Company Limited Fund Benchmark S&P BSE Midcap
Risk Profile Aggressive Risk Rating 9 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 100.00 Rs. 1000.00 1.96 % 1% on or before 12M

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 4.26 19.65 -17.4 -3.06 -3.87 2.18
Rank Within Category 57 77 None 53 37 25

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Sundaram Mid Cap Fund -Growth -3.06 -3.87 2.18 5,901.43
Tata Digital India Fund-Regular Plan-Growth 14.46 21.77 - 390.06
ABSL Digital India Fund - Growth - Regular Plan 23.79 21.38 13.05 413.45
Reliance Pharma Fund-Growth Plan-Growth Option 53.22 21.12 8.25 3,092.66
Franklin India Technology Fund-Growth 29.69 20.38 12.02 259.60
ICICI Prudential Technology Fund - Growth 18.65 20.24 10.85 379.09

Portfolio

Security Holding (%)
(as on May 1, 2020)
Market Value
(in Rs. crores.)
Quantity
TATA Consumer Products Ltd 5.17 231.84 6318818.0
The Ramco Cements Ltd 4.46 200.09 3314880.0
Trent Ltd 4.42 198.03 4223741.0
TREP 4.22 192.69 -
Honeywell Automation India Ltd 3.92 175.58 65000.0
Whirlpool of India Ltd 3.28 146.82 755000.0
Indraprastha Gas Ltd 2.95 132.19 2800000.0
Varun Beverages Ltd 2.89 129.37 2048206.0
Wabco India Ltd 2.8 125.43 181075.0
Tata Global Beverages Ltd 2.75 170.01 4434398.0

Fund Schemes Concentrations

# of Securities 86
Top 10 Securities 36.86 %
Top 5 Securities 22.19 %
Top 3 Securities 14.05 %
# of Sectors 24
Top 10 Sectors 76.22 %
Top 5 Sectors 51.37 %
Top 3 Sectors 35.78 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home