Sundaram Mid Cap Fund Direct Plan Growth | Pros & Cons NAV(682.83)

Sundaram Mid Cap Fund Direct Plan Growth

Equity: Mid Cap

Fund Information

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.

Very High Risk

Nifty Midcap 150

Benchmark

2013-01-01

Launched On

Open Ended

Type

Min SIP

100

Min Investment

7007

AUM in Crores

1.15

Expense Ratio

1.00

Exit Load

Sundaram Asset Management Company Limited

Fund House

S Bharath, Ratish Varier

Fund Managers

Sundaram Mid Cap Fund Direct Plan Pros & Cons

Pros

  • Sundaram Mid Cap Fund Direct Plan Growth has over performed index in 2010-2013, 2011-2014, 2012-2015, 2013-2016 years

Cons

  • Sundaram Mid Cap Fund Direct Plan Growth has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Sundaram Mid Cap Fund Direct Plan Growth is ranking 43rd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Sundaram Mid Cap Fund Direct Plan Growth 
19.0717.5310.1711.19
Nifty Midcap 150
24.2724.8516.3514.9317.7414.04

Sundaram Mid Cap Fund Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Sundaram Mid Cap Fund Direct Plan Growth 
14.6844.06-10.6814.5130.44-0.9
Nifty Midcap 150
13.2739.66-17.3214.5429.12-2.34

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Sundaram Mid Cap Fund Direct Plan Growth 
15.7524.620.4480.97-6.27
Nifty Midcap 150
22.5525.610.696--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2014-05-15 - 2014-05-22
11.85
2020-03-16 - 2020-03-23
-21.91
Month2014-05-09 - 2014-06-09
21.77
2020-02-24 - 2020-03-24
-37.83
Quarter2014-03-03 - 2014-07-03
51.73
2020-01-24 - 2020-05-24
-31.14
Year2014-01-30 - 2015-01-30
100.71
2019-04-05 - 2020-04-05
-31.26

Portfolio

Stock NameSector% of Total Holdings
The Ramco Cements Ltd.Construction3.25
Max Financial Services Ltd.Financials2.98
Grindwell Norton Ltd.Capital Goods2.91
Cholamandalam Investment & Finance Company Ltd.Financials2.78
Mindtree Ltd.Technology2.78
Cummins India Ltd.Automobile and Ancillaries2.66
Apollo Hospitals Enterprise Ltd.Healthcare2.57
Natco Pharma Ltd.Healthcare2.55
Navin Fluorine International Ltd.Chemicals2.44
Voltas Ltd.Consumer Durables2.2
AU Small Finance Bank Ltd.Financials2.16
Jubilant FoodWorks Ltd.FMCG2.1
Sundaram-Clayton Ltd.Automobile and Ancillaries2.09
The Federal Bank Ltd.Financials2.03
Page Industries Ltd.Textile1.95
PI Industries Ltd.Chemicals1.94
Ipca Laboratories Ltd.Healthcare1.91
Emami Ltd.FMCG1.89
MRF Ltd.Automobile and Ancillaries1.84
Indraprastha Gas Ltd.Energy1.79
Varun Beverages Ltd.FMCG1.79
LIC Housing Finance Ltd.Financials1.78
Crompton Greaves Consumer Electricals Ltd.Consumer Durables1.77
Container Corporation Of India Ltd.Logistics1.75
Trent Ltd.Retail and Other Services1.74
City Union Bank Ltd.Financials1.7
Gland Pharma Ltd.Healthcare1.69
IDFC First Bank Ltd.Financials1.68
Honeywell Automation India Ltd.Consumer Durables1.67
SRF Ltd.Diversified1.67
Schaeffler India Ltd.Automobile and Ancillaries1.66
Jindal Steel & Power Ltd.Metals1.6
Bank Of BarodaFinancials1.59
ICICI Securities Ltd.Financials1.56
Ashok Leyland Ltd.Automobile and Ancillaries1.54
Bharat Electronics Ltd.Capital Goods1.53
Quess Corp Ltd.Miscellaneous1.52
Aarti Industries Ltd.Chemicals1.44
Coromandel International Ltd.Chemicals1.41
Dixon Technologies (India) Ltd.Consumer Durables1.38
Bharat Forge Ltd.Automobile and Ancillaries1.29
Whirlpool Of India Ltd.Consumer Durables1.26
Mahindra & Mahindra Financial Services Ltd.Financials1.21
HCL Technologies Ltd.Technology1.11
Zee Entertainment Enterprises Ltd.Media and Communications1.08
Mahindra Holidays & Resorts India Ltd.Travel1.05
Axis Bank Ltd.Financials1.01
L&T Technology Services Ltd.Capital Goods1.01
Indian Railway Catering & Tourism Corporation Ltd.Travel0.96
Tata Consumer Products Ltd.FMCG0.9
Timken India Ltd.Automobile and Ancillaries0.86
Amara Raja Batteries Ltd.Automobile and Ancillaries0.83
Kalyan Jewellers India Ltd.Retail and Other Services0.83
Godrej Properties Ltd.Construction0.77
Aavas Financiers Ltd.Financials0.73
Mphasis Ltd.Technology0.64
Kansai Nerolac Paints Ltd.Chemicals0.63
Bajaj Finserv Ltd.Financials0.61
Dalmia Bharat Ltd.Construction0.44
Laurus Labs Ltd.Healthcare0.35
Aditya Birla Fashion and Retail Ltd - Partly Paid up Equity Shares (Rights Issue).Retail and Other Services0.3
SIS Ltd.Miscellaneous0.2
Wabco India Ltd.Automobile and Ancillaries0.17
MindTreeTechnology4
Grindwell NortonMetals3.13
Cholamandalam Investment & Finance CompanyFinancial2.86
Max Financial ServicesFinancial2.79
Apollo HospitalsHealthcare2.64
The Ramco CementsConstruction2.62
Schaeffler IndiaEngineering2.54
VoltasConsumer Durable2.42
Page IndustriesTextiles2.25
SRFDiversified2.2
The Federal BankFinancial2.19
Jubilant FoodWorksServices2.16
Navin Fluorine InternationalChemicals2.04
Cummins IndiaEngineering2.03
Axis BankFinancial2.02
Bharat ElectronicsEngineering1.99
Varun BeveragesFMCG1.96
L&T Technology ServicesEngineering1.95
AU Small Finance BankFinancial1.91
TrentServices1.89
Crompton Greaves Consumer ElectricalsConsumer Durable1.86
Bank of BarodaFinancial1.86
Shriram Transport Finance CompanyFinancial1.84
Ipca LaboratoriesHealthcare1.82
Jindal Steel & PowerMetals1.81

AUM Yearly

YearScheme Total AumCategory Total Aum
20216091.030.00
20205925.810.00
20195901.4386311.61

Sundaram Mid Cap Fund Direct Plan Details

Sundaram Mid Cap Fund Direct Plan Growth is a mutual fund scheme launched by Sundaram Asset Management Company Limited.This fund has been launched on 2013-01-01. Sundaram Mid Cap Fund Direct Plan Growth currently has 7007 crores of assets under management (AUM) and has an expense ratio of 1.15 which is higher than what most other Large Cap funds charge.


Sundaram Mid Cap Fund Direct Plan Growth has given returns of 19.07% in the last 1 year and 17.53% in the last 3 years. And since launch the fund has given 17.05% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.100.

The top holdings of the fund are The Ramco Cements Ltd. , Max Financial Services Ltd. , Grindwell Norton Ltd. , Cholamandalam Investment & Finance Company Ltd. , Mindtree Ltd.

Frquently Asked Questions

1. What is the NAV of Sundaram Mid Cap Fund Direct Plan ?

The current Net Asset Value (NAV) of the Sundaram Mid Cap Fund Direct Plan is 682.83

2. Sundaram Mid Cap Fund Direct Plan Rolling Returns

The 3 year rolling returns of the Sundaram Mid Cap Fund Direct Plan :

  • Mean : 14.68%
  • Max : 44.06%
  • Min : -10.68%

3. How do I invest in Sundaram Mid Cap Fund Direct Plan ?

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Sundaram Mid Cap Fund Direct Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.