Mutual Fund Research

Sundaram Mid Cap Fund-Reg(G)

As on Jul-19-2024 change fund
1281.16  up-25.64 (-1.96%)

fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)329.00575.07696.21713.681098.68
Net Assets(Rs Crores) (as on 31-Mar-2024) 4128.92 6152.10 7123.37 6981.35 10269.46
Scheme Returns(%)(Absolute)-30.2777.0419.861.7853.84
B'mark Returns(%)(Absolute)NANANANANA
Category Rank184/234100/218111/2049/3110/29
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202516.34NANANA
2023-202415.4111.3014.015.12
2022-2023-9.3417.510.41-4.16
2021-202210.2811.200.72-1.98
2020-202117.5212.4318.8511.31
Top 10 holdings
company (%)
Cummins India Ltd.4.16 
Kalyan Jewellers India Ltd.3.54 
Tube Investments of India Ltd.3.27 
Trent Ltd.3.03 
The Federal Bank Ltd.3.00 
Coromandel International Ltd.2.41 
Power Finance Corporation Ltd.2.24 
Oberoi Realty Ltd.2.11 
Fortis Healthcare Ltd.2.09 
Indian Bank2.06 

Category

Mid Cap Fund

Launch Date

19-Jul-02

Scheme Benchmark

NA

AUM ( in Cr.)

11,820.86

portfolio price to book value

9.87

investing style?

Mid Growth

fund manager?

S. Bharath,Ratish Varier

inception date (regular plan)

19-Jul-02

expense ratio (regular plan) %

1.73

Top 10 sectors
sectors (%)
Pharmaceuticals & Drugs7.06
Auto Ancillary4.76
IT - Software4.45
Bank - Private4.33
Diesel Engines4.16
Finance - NBFC4.07
Hospital & Healthcare Services3.89
Diamond & Jewellery3.54
Consumer Food3.29
Cycles3.27

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Mid Cap Fund-Reg(G)(Adjusted)Mid-Growth 30-Jul-200211,820.8651.0925.1124.1517.3524.74
Motilal Oswal Midcap Fund-Reg(G)Large-Growth 24-Feb-201412,627.6863.0237.6632.6021.0124.33
Quant Mid Cap Fund(G)Large-Growth 26-Feb-20018,747.4064.2431.1436.0920.7314.66
HDFC Mid-Cap Opportunities Fund(G)Large-Growth 25-Jun-200770,569.7048.0328.9528.8220.0918.50
Nippon India Growth Fund(G)Large-Growth 08-Oct-199530,838.9454.0327.8229.4019.4223.01
Mahindra Manulife Mid Cap Fund-Reg(G)Large-Growth 30-Jan-20182,872.9757.8126.2129.66NA20.15
Edelweiss Mid Cap Fund-Reg(G)Large-Growth 26-Dec-20076,624.7253.7524.9829.5220.2914.31
Tata Mid Cap Growth Fund-Reg(G)Large-Growth 01-Jul-19944,193.8951.4124.5026.6919.0513.34
Kotak Emerging Equity Fund(G)Large-Growth 30-Mar-200749,023.2747.9624.3428.0121.0315.82
ITI Mid Cap Fund-Reg(G)Large-Growth 05-Mar-2021985.8766.1723.79NANA25.81
Invesco India Midcap Fund(G)Large-Growth 19-Apr-20075,216.0348.5823.4527.3019.1517.11
ICICI Pru Midcap Fund(G)Large-Growth 28-Oct-20046,528.0555.2922.8925.4017.4018.46
HSBC Midcap Fund-Reg(G)Large-Growth 09-Aug-200411,418.1355.6022.8223.9918.6619.78
SBI Magnum Midcap Fund-Reg(G)Large-Growth 29-Mar-200520,315.8134.5522.7627.5718.3417.63
Franklin India Prima Fund(G)Large-Growth 01-Dec-199312,015.3350.6722.3923.3417.9119.91
Mirae Asset Midcap Fund-Reg(G)Large-Growth 29-Jul-201916,667.3043.7022.25NANA28.56
Aditya Birla SL Midcap Fund(G)Large-Growth 03-Oct-20025,800.8345.6722.0822.7716.3821.96
Baroda BNP Paribas Mid Cap Fund-Reg(G)Large-Growth 02-May-20062,103.0148.3321.9826.5318.1513.44
Union Midcap Fund-Reg(G)Large-Growth 23-Mar-20201,309.7941.4821.09NANA41.82
LIC MF Midcap Fund(G)Large-Growth 25-Jan-2017304.6951.9920.6623.58NA15.16
Taurus Mid Cap Fund-Reg(G)Large-Growth 05-Sep-1994131.9939.7320.5825.3917.898.79
UTI Mid Cap Fund-Reg(G)Large-Growth 30-Jul-200511,692.1539.6320.5526.1617.6716.80
Axis Midcap Fund-Reg(G)Large-Growth 18-Feb-201130,143.5842.1219.7924.8818.1619.36
DSP Midcap Fund-Reg(G)Large-Growth 14-Nov-200619,137.2747.4217.8222.3417.4516.23
PGIM India Midcap Opp Fund-Reg(G)Large-Growth 02-Dec-201311,051.5929.5417.4829.4917.1918.65
JM Midcap Fund-Reg(G)Large-Growth 21-Nov-20221,379.0162.70NANANA48.58
Canara Rob Mid Cap Fund-Reg(G)Large-Growth 02-Dec-20222,502.9847.00NANANA35.40
WOC Mid Cap Fund-Reg(G)Large-Growth 07-Sep-20222,120.7046.89NANANA34.70
Bandhan Midcap Fund-Reg(G)Large-Growth 18-Aug-20221,389.2446.69NANANA30.46
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