Sundaram Mid Cap Fund Regular Plan - Growth

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NAV
₹ 1365.239 ₹ -28.63 (-2.1 %)
as on 20-12-2024
Asset Size (AUM)
12,427.17 Cr
Launch Date
Jul 01, 2002
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 01, 2002
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24.58

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.22 %
Expense Ratio
1.73%
Volatility
13.35 %
Fund House
Sundaram Mutual Fund
Fund Manager
Bharath S., Ratish Varier
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 1% if redeemed/ SWP/STP within 365 days from the date of allotment. NIL if redeemed /SWP/STP after 365 days from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 35.63 33.99 26.68 24.79 16.35
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 19-04-2007 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 09-08-2004 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 30-03-2007 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 21-11-2022 36.82 37.56 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 36.34 35.93 0.0 0.0 0.0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 35.64 33.75 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings