Sundaram Mid Cap Fund -Growth

Fund Returns

NAV Rs. 493.82 0.69 %
(as on Jan. 24, 2020)
1 yr Return 11.82 %
3 yr. Return 5.82 %
5 yr. Return 8.51 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 493.82 0.69 %
(as on Jan. 24, 2020)
11.82 % 5.82 % 8.51 %

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. 5892.38 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 1.95 %
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 8.76 11.69 15.1 11.82 5.82 8.51
Rank Within Category 57 77 None 53 37 25

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
The Ramco Cements Ltd 4.44 261.33 -
Trent Ltd 4.27 251.17 -
Apollo Hospitals Enterprise Ltd 2.99 176.06 -
Whirlpool of India Ltd 2.98 175.06 -
Indraprastha Gas Ltd 2.76 162.49 -
Sundaram Clayton Ltd 2.45 144.24 -
Aditya Birla Fashion and Retail Ltd 2.44 143.57 -
Schaeffler India Ltd 2.41 141.51 -
Tata Global Beverages Ltd 2.34 137.72 -
The Federal Bank Ltd 2.33 137.24 -

Fund Schemes Concentrations

# of Securities 55
Top 10 Securities 29.41 %
Top 5 Securities 17.44 %
Top 3 Securities 11.7 %
# of Sectors 25
Top 10 Sectors 73.75 %
Top 5 Sectors 48.65 %
Top 3 Sectors 32.7 %

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. 5892.38 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 1.95 % 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 8.76 11.69 15.1 11.82 5.82 8.51
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 11.82 5.82 8.51 5,892.38
SBI Banking & Financial Services Fund - Regular Plan - Growth 26.27 20.86 - 1,291.97
Tata Digital India Fund-Regular Plan-Growth 9.33 20.66 - 389.49
ABSL Digital India Fund - Growth - Regular Plan 13.85 18.99 10.79 430.40
Taurus Banking & Financial Services Fund - Regular Plan - Growth Option 22.84 18.97 8.13 6.62
Axis Bluechip Fund - Growth 19.79 18.84 9.66 9,481.19

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
The Ramco Cements Ltd 4.44 261.33 -
Trent Ltd 4.27 251.17 -
Apollo Hospitals Enterprise Ltd 2.99 176.06 -
Whirlpool of India Ltd 2.98 175.06 -
Indraprastha Gas Ltd 2.76 162.49 -
Sundaram Clayton Ltd 2.45 144.24 -
Aditya Birla Fashion and Retail Ltd 2.44 143.57 -
Schaeffler India Ltd 2.41 141.51 -
Tata Global Beverages Ltd 2.34 137.72 -
The Federal Bank Ltd 2.33 137.24 -

Fund Schemes Concentrations

# of Securities 55
Top 10 Securities 29.41 %
Top 5 Securities 17.44 %
Top 3 Securities 11.7 %
# of Sectors 25
Top 10 Sectors 73.75 %
Top 5 Sectors 48.65 %
Top 3 Sectors 32.7 %

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