Reliabull Wealth Managers Pvt. Ltd.

Sundaram Mid Cap Fund-Reg(G)

As on Dec-11-2023 change fund

1018.34

9.98 (0.99%)

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 year	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 31-Mar-2023)	470.02	329.00	575.07	696.21	713.68
Net Assets(Rs Crores) (as on 31-Mar-2023)	6157.68	4128.92	6152.10	7123.37	6981.35
Scheme Returns(%)(Absolute)	-6.70	-30.27	77.04	19.86	1.78
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	210/261	184/234	100/218	111/204	9/31

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	15.41	11.30	NA	NA
2022-2023	-9.34	17.51	0.41	-4.16
2021-2022	10.28	11.20	0.72	-1.98
2020-2021	17.52	12.43	18.85	11.31
2019-2020	-1.41	-4.42	4.34	-28.81

Top 10 holdings

company	(%)
Power Finance Corporation Ltd.	4.43
The Federal Bank Ltd.	3.51
Tube Investments of India Ltd.	3.10
Kalyan Jewellers India Ltd.	2.96
Shriram Finance Ltd.	2.90
Cummins India Ltd.	2.84
Fortis Healthcare Ltd.	2.65
Trent Ltd.	2.65
Oberoi Realty Ltd.	2.32
Coromandel International Ltd.	2.22

Top 10 sectors

sectors	(%)
Pharmaceuticals & Drugs	7.11
Finance Term Lending	6.36
Bank - Private	5.39
Finance - NBFC	5.23
Auto Ancillary	4.74
IT - Software	4.62
Retailing	3.96
Hospital & Healthcare Services	3.47
Cycles	3.10
Diamond & Jewellery	2.96

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

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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)	Mid-Growth	19-Jul-2002	9,293.43	31.58	26.57	18.09	19.48	24.06
Motilal Oswal Midcap Fund-Reg(G)	Mid-Growth	24-Feb-2014	6,804.62	31.71	35.06	24.58	NA	21.92
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	3,781.48	25.58	34.15	26.93	18.56	13.51
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	21,380.48	37.20	31.43	24.40	20.57	22.54
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	52,137.70	36.68	30.85	22.85	22.02	17.57
Mahindra Manulife Mid Cap Fund-Reg(G)	Mid-Growth	30-Jan-2018	1,736.31	36.36	30.08	22.29	NA	16.74
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	14,454.73	26.78	28.29	22.55	20.46	17.03
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	4,267.00	28.88	28.19	23.13	22.46	12.97
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	12,823.47	26.49	27.16	NA	NA	26.70
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	927.34	25.00	26.39	NA	NA	41.42
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	36,527.95	24.68	26.29	22.21	22.72	14.60
Tata Mid Cap Growth Fund-Reg(G)	Mid-Growth	01-Jul-1994	2,852.79	34.28	26.06	21.95	21.22	12.72
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Mid-Growth	02-May-2006	1,594.75	25.44	25.42	20.80	19.38	12.30
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	9,800.28	13.70	25.35	24.78	17.85	17.84
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	4,806.27	24.46	25.32	18.80	20.09	17.42
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	4,628.32	27.67	25.25	16.94	18.18	21.31
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	3,755.10	27.01	24.66	20.66	20.76	15.94
Taurus Discovery (Midcap) Fund-Reg(G)	Mid-Growth	05-Sep-1994	107.25	30.09	24.66	20.22	19.68	8.30
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	9,407.92	22.71	23.54	20.12	20.45	15.97
HSBC Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	8,847.77	32.43	22.57	17.08	20.85	18.87
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	9,280.77	27.78	22.02	17.76	19.28	19.34
LIC MF Midcap Fund(G)	Mid-Growth	25-Jan-2017	224.79	27.35	21.15	16.63	NA	12.34
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	23,549.10	21.40	20.05	19.69	19.92	18.00
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	15,947.03	29.24	18.06	17.94	19.51	15.39
JM Midcap Fund-Reg(G)	Mid-Growth	21-Nov-2022	632.11	38.06	NA	NA	NA	39.21
WOC Mid Cap Fund-Reg(G)	Mid-Growth	07-Sep-2022	1,305.94	33.45	NA	NA	NA	30.10
ITI Mid Cap Fund-Reg(G)	Mid-Growth	05-Mar-2021	579.19	31.02	NA	NA	NA	17.36
Bandhan Midcap Fund-Reg(G)	Mid-Growth	18-Aug-2022	976.22	30.21	NA	NA	NA	23.37
Canara Rob Mid Cap Fund-Reg(G)	Mid-Growth	02-Dec-2022	1,788.82	27.15	NA	NA	NA	26.90

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