Nov 21, 2024
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Mid Cap Fund - (G) | -4.83 | 10.46 | 37.21 | 21.79 |
| Benchmark - S&P BSE Mid-Cap | 11.72 | 0.55 | 12.43 | -0.21 |
| Category Average - BEST EQUITY PERFORMERS | -5.09 | 7.11 | 33.33 | 19.05 |
| Category Rank | 1/2 | 2/2 | 2/2 | 3/2 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Midcap Fund (G) | 161.1500 | 0.14 | 43.45 | 21.65 | 26.92 | 5,624.96 | 0.00 | 1,000.00 | invest |
| Invesco India Midcap Fund (IDCW) | 60.9300 | 0.13 | 43.43 | 21.64 | 26.65 | 5,624.96 | 0.00 | 1,000.00 | invest |
| Baroda BNP Paribas Mid Cap Fund - Regular (IDCW) | 61.0574 | 0.09 | 30.95 | 18.05 | 24.57 | 2,143.12 | 1.98 | 5,000.00 | invest |
| Baroda BNP Paribas Mid Cap Fund - Regular (G) | 97.8996 | 0.09 | 30.95 | 18.05 | 24.87 | 2,143.12 | 1.98 | 5,000.00 | invest |
| Quant Mid Cap Fund (G) | 212.5605 | -1.39 | 24.57 | 20.82 | 30.48 | 8,940.54 | 1.73 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-TREPS | Oct 31, 2024 | 667.53 | 5.40 | 444.24 |
|
| Equity-Kalyan Jewellers | Oct 31, 2024 | 462.96 | 3.75 | -16.71 |
|
| Equity-Cummins India | Oct 31, 2024 | 412.08 | 3.34 | -8.03 |
|
| Equity-Federal Bank | Oct 31, 2024 | 408.05 | 3.30 | 3.65 |
|
| Equity-Trent | Oct 31, 2024 | 369.09 | 2.99 | -7.30 |
|
| Equity-Tube Investments | Oct 31, 2024 | 311.25 | 2.52 | -23.50 |
|
| Equity-Lupin | Oct 31, 2024 | 303.59 | 2.46 | -0.19 |
|
| Equity-Coromandel Inter | Oct 31, 2024 | 291.54 | 2.36 | -0.36 |
|
| Equity-Indian Bank | Oct 31, 2024 | 285.16 | 2.31 | 17.92 |
|
| Equity-Fortis Health. | Oct 31, 2024 | 283.84 | 2.30 | 1.56 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Mid Cap Fund - (G) |
| Contact Persone | : | S Bharath |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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