Jul 02, 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 - (IDCW) | 8.41 | 22.78 | 56.42 | 26.46 |
| Benchmark - S&P BSE Mid-Cap | 11.72 | 0.55 | 12.43 | -0.21 |
| Category Average - BEST EQUITY PERFORMERS | 9.58 | 25.38 | 54.5 | 25.12 |
| Category Rank | 2/3 | 1/3 | 1/3 | 3/3 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Quant Mid Cap Fund (G) | 246.6654 | 0.20 | 72.32 | 32.52 | 35.09 | 7,952.99 | 1.75 | 5,000.00 | invest |
| Quant Mid Cap Fund (IDCW) | 87.6888 | 0.20 | 72.35 | 32.70 | 35.21 | 7,952.99 | 1.75 | 5,000.00 | invest |
| JM Midcap Fund - Regular (G) | 19.4114 | 0.09 | 69.71 | 0.00 | 0.00 | 1,054.77 | 0.00 | 1,000.00 | invest |
| JM Midcap Fund - Regular (IDCW) | 19.4114 | 0.09 | 69.71 | 0.00 | 0.00 | 1,054.77 | 0.00 | 1,000.00 | invest |
| Invesco India Midcap Fund (IDCW) | 58.5500 | -0.73 | 54.89 | 25.15 | 25.94 | 4,631.08 | 0.00 | 1,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Cummins India | May 31, 2024 | 440.07 | 3.99 | 7.91 |
|
| Equity-Federal Bank | May 31, 2024 | 328.55 | 2.98 | -5.00 |
|
| Equity-Kalyan Jewellers | May 31, 2024 | 323.96 | 2.94 | -6.19 |
|
| Equity-Tube Investments | May 31, 2024 | 322.23 | 2.92 | -5.85 |
|
| Reverse Repo-TREPS | May 31, 2024 | 321.77 | 2.92 | -1.78 |
|
| Equity-Trent | May 31, 2024 | 321.62 | 2.92 | -5.57 |
|
| Equity-Power Fin.Corpn. | May 31, 2024 | 275.77 | 2.50 | -9.20 |
|
| Equity-Oberoi Realty | May 31, 2024 | 256.57 | 2.33 | 22.67 |
|
| Equity-Fortis Health. | May 31, 2024 | 247.42 | 2.25 | -6.46 |
|
| Equity-Bharat Electron | May 31, 2024 | 246.98 | 2.24 | 26.61 |
|
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 05 June 2024 as the record date for the ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Mid Cap Fund - (IDCW) |
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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