Sundaram Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
0.95 %
Expense Ratio
★★★
Rating
10,112
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 20 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 52.9% 25.7% 22.6% 18.9%
Category Average 57.3% 29.1% 26.5% -

Scheme Allocation

By Holding
By Sector
By Asset
3.22%
Others
82.77%
View all Holdings
Holdings Sector Instrument Asset
Power Fin.Corpn. Finance Equity 4.42%
Tube Investments Auto Ancillaries Equity 3.53%
Federal Bank Banks Equity 3.22%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.07%
Shriram Finance Finance Equity 2.98%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 2.89%
Trent Retail Equity 2.68%
Fortis Health. Healthcare Equity 2.61%
REC Ltd Finance Equity 2.56%
Persistent Sys IT - Software Equity 2.23%
Oberoi Realty Realty Equity 2.02%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.95%
Coromandel Inter Fertilizers Equity 1.85%
Lupin Pharmaceuticals Equity 1.81%
Dalmia BharatLtd Cement Equity 1.75%
Zydus Lifesci. Pharmaceuticals Equity 1.74%
Guj.St.Petronet Gas Distribution Equity 1.73%
Bharat Electron Aerospace & Defence Equity 1.65%
Indian Bank Banks Equity 1.61%
TVS Holdings Castings, Forgings & Fastners Equity 1.58%
Voltas Consumer Durables Equity 1.58%
Delhivery Logistics Equity 1.52%
Alkem Lab Pharmaceuticals Equity 1.49%
AU Small Finance Banks Equity 1.49%
Coforge IT - Software Equity 1.46%
ZF Commercial Auto Ancillaries Equity 1.46%
Jindal Steel Steel Equity 1.44%
Max Financial Finance Equity 1.41%
Chalet Hotels Hotels & Restaurants Equity 1.35%
Torrent Power Power Generation & Distribution Equity 1.33%
Polycab India Cables Equity 1.32%
Jubilant Food. Quick Service Restaurant Equity 1.3%
Schaeffler India Bearings Equity 1.25%
PB Fintech. IT - Software Equity 1.2%
Union Bank (I) Banks Equity 1.16%
TVS Motor Co. Automobile Equity 1.16%
Cams Services Miscellaneous Equity 1.16%
Astral Plastic products Equity 1.15%
Container Corpn. Logistics Equity 1.14%
Max Healthcare Healthcare Equity 1.13%
Cholaman.Inv.&Fn Finance Equity 1.12%
Hatsun Agro FMCG Equity 1.11%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.08%
B H E L Capital Goods - Electrical Equipment Equity 1.07%
Navin Fluo.Intl. Chemicals Equity 1.02%
M & M Fin. Serv. Finance Equity 1.01%
H P C L Refineries Equity 0.99%
Sona BLW Precis. Auto Ancillaries Equity 0.96%
Metro Brands Leather Equity 0.93%
AAVAS Financiers Finance Equity 0.88%
Biocon Pharmaceuticals Equity 0.87%
KPIT Technologi. IT - Software Equity 0.83%
Laurus Labs Pharmaceuticals Equity 0.8%
Kajaria Ceramics Ceramic Products Equity 0.76%
Chola Financial Finance Equity 0.72%
Uno Minda Auto Ancillaries Equity 0.71%
Bank of India Banks Equity 0.7%
P I Industries Agro Chemicals Equity 0.69%
United Breweries Alcoholic Beverages Equity 0.67%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 0.62%
APL Apollo Tubes Steel Equity 0.56%
I R C T C Railways Equity 0.56%
Kansai Nerolac Paints/Varnish Equity 0.53%
Sanofi India Pharmaceuticals Equity 0.51%
Ashok Leyland Automobile Equity 0.51%
Star Health Insu Insurance Equity 0.44%
Tata Elxsi IT - Software Equity 0.38%
J K Cements Cement Equity 0.32%
Petronet LNG Gas Distribution Equity 0.32%
Sundaram Clayton Auto Ancillaries Equity 0.3%
JSW Infrast Marine Port & Services Equity 0.21%
Balkrishna Inds Tyres Equity 0.21%
Emami FMCG Equity 0.13%
Indian Renewable Finance Equity 0.13%
Bajaj Electrical Consumer Durables Equity 0.03%
Apollo Tyres Tyres Equity 0.01%
Finance
13.82%
Auto Components
9.7%
Industrial Products
8.35%
Banks
8.18%
Pharmaceuticals & Biotech
7.22%
Others
52.72%
View all Sectors
Sectors Asset
Finance 13.82%
Auto Components 9.7%
Industrial Products 8.35%
Banks 8.18%
Pharmaceuticals & Biotech 7.22%
Consumer Durables 6.71%
IT-Software 4.9%
Retailing 3.76%
Healthcare Services 3.75%
Leisure Services 3.21%
Transport Services 2.66%
Fertilisers & Agrochemica 2.53%
Debt 2.17%
Cement & Cement Products 2.08%
Gas 2.05%
Realty 2.02%
Insurance 1.85%
Electrical Equipments 1.69%
Aerospace & Defense 1.65%
Ferrous Metals 1.44%
Power 1.33%
Financial Technology (Fin 1.2%
Automobiles 1.16%
Capital Markets 1.16%
Food Products 1.11%
Chemicals & Petrochemical 1.02%
Petroleum Products 0.99%
Beverages 0.67%
Agricultural, Commercial 0.51%
Cash & Others 0.5%
Others 0.27%
Transport Infrastructure 0.21%
Personal Products 0.13%
Equity
97.06%
Reverse Repos
2.17%
Net Curr Ass/Net Receivables
0.5%
Preference Shares
0.27%

Advance Ratio

-0.7
Alpha
4.17
SD
0.89
Beta
1.36
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund 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.

Fund Managers

S Bharath

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Mid Cap Fund – Direct Growth ?

You can invest in Sundaram Mid Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Mid Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Mid Cap Fund – Direct Growth ?

The NAV of Sundaram Mid Cap Fund – Direct Growth is ₹1,190 as of 20 February 2024.

How to redeem Sundaram Mid Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Mid Cap Fund – Direct Growth?

The minimum SIP amount of Sundaram Mid Cap Fund – Direct Growth is ₹100

What are the top sectors Sundaram Mid Cap Fund – Direct Growth has invested in?

The top sectors Sundaram Mid Cap Fund – Direct Growth has invested in are
  1. Finance - 13.82%
  2. Auto Components - 9.7%
  3. Industrial Products - 8.35%
  4. Banks - 8.18%
  5. Pharmaceuticals & Biotech - 7.22%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Mid Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Mid Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Mid Cap Fund – Direct Growth generated ?

The Sundaram Mid Cap Fund – Direct Growth has delivered 18.9% since inception

What is the expense ratio of Sundaram Mid Cap Fund – Direct Growth ?

The expense ratio of Sundaram Mid Cap Fund – Direct Growth is 0.95 % as of 20 February 2024.

What is the AUM of Sundaram Mid Cap Fund – Direct Growth?

The AUM of Sundaram Mid Cap Fund – Direct Growth is ₹49,195 Cr as of 20 February 2024

What are the top stock holdings of Sundaram Mid Cap Fund – Direct Growth?

The top stock holdings of Sundaram Mid Cap Fund – Direct Growth are
  1. Power Fin.Corpn. - 4.42%
  2. Tube Investments - 3.53%
  3. Federal Bank - 3.22%
  4. Cummins India - 3.07%
  5. Shriram Finance - 2.98%

How can I redeem my investments in Sundaram Mid Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now