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NRI

Dec 23, 2024

Category

Equity

AUM (Cr.)

12,425.29

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.73

Sharpe Ratio

24.40

Beta Ratio

0.00

Fund Manager

S Bharath

Inception Date

Jul 31, 2002

Risk Level

Very High

Investment 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.

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S&P BSE Mid-Cap

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (IDCW) 3.25 8.47 33.97 25.36 24.73 24.52
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 2.92 3.92 30.48 22.07 26.4 20.9
Category Rank 2/2 3/2 1/2 3/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Mid Cap Fund (G) 219.0054 0.80 20.29 23.27 31.96 8,941.21 1.73 5,000.00 invest
Quant Mid Cap Fund (IDCW) 77.8571 0.80 20.30 23.41 32.07 8,941.21 1.73 5,000.00 invest
ICICI Pru MidCap Fund (IDCW) 40.2500 0.37 30.54 20.98 24.98 6,368.52 1.88 5,000.00 invest
ICICI Pru MidCap Fund (G) 285.2600 0.37 30.53 20.97 24.98 6,368.52 1.88 5,000.00 invest
PGIM India Midcap Opportunities Fund (IDCW) 27.2300 -0.29 21.31 13.81 29.04 11,092.72 1.70 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-TREPS Nov 30, 2024 452.37 3.64 -32.23
Equity-Kalyan Jewellers Nov 30, 2024 441.27 3.55 -4.68
Equity-Cummins India Nov 30, 2024 428.22 3.45 3.92
Equity-Federal Bank Nov 30, 2024 421.80 3.39 3.37
Equity-Trent Nov 30, 2024 351.85 2.83 -4.67
Equity-Coromandel Inter Nov 30, 2024 312.57 2.52 7.21
Indian Mutual Funds-Sundaram Liquid Fund - Direct Nov 30, 2024 301.92 2.43 486.84
Equity-Fortis Health. Nov 30, 2024 299.52 2.41 5.52
Equity-Persistent Sys Nov 30, 2024 286.36 2.30 9.92
Equity-Lupin Nov 30, 2024 284.69 2.29 -6.23

latest news

Sundaram MF announces change in Fund Manager of the following scheme

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Dec 18, 2024 12:30

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...

Dec 17, 2024 09:10

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...

Dec 13, 2024 09:25

Sundaram Mutual Fund announces IDCW under its scheme

Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...

Dec 12, 2024 11:16

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...

Nov 12, 2024 09:37

Sundaram Mutual Fund announces change in Exit Load Structure

Sundaram Mutual Fund has announced change in exit load structure under foll...

Oct 29, 2024 11:40

SCHEME DETAILS

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
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com