Sundaram Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · ★★
100
Min SIP
100
Min Lumpsum
0.95 %
Expense Ratio
★★
Rating
8,617
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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 26.4% 29.5% 16.3% 17.5%
Category Average 32.6% 33.8% 20.8% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
84.9%
View all Holdings
Holdings Sector Instrument Asset
Federal Bank Banks Equity 3.7%
Shriram Finance Finance Equity 3.63%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 2.65%
Tube Investments Auto Ancillaries Equity 2.56%
Navin Fluo.Intl. Chemicals Equity 2.56%
Power Fin.Corpn. Finance Equity 2.55%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.52%
Trent Retail Equity 2.46%
Fortis Health. Healthcare Equity 2.46%
Cholaman.Inv.&Fn Finance Equity 2.37%
Coromandel Inter Fertilizers Equity 2.25%
Dalmia BharatLtd Cement Equity 2.23%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 2.17%
Polycab India Cables Equity 2.08%
Persistent Sys IT - Software Equity 2.02%
Oberoi Realty Realty Equity 1.99%
Jindal Steel Steel Equity 1.97%
Schaeffler India Bearings Equity 1.88%
AU Small Finance Banks Equity 1.85%
Max Financial Finance Equity 1.82%
Zydus Lifesci. Pharmaceuticals Equity 1.68%
Bharat Electron Electronics Equity 1.68%
Guj.St.Petronet Gas Distribution Equity 1.66%
Astral Plastic products Equity 1.61%
Jubilant Food. Quick Service Restaurant Equity 1.57%
ZF Commercial Auto Ancillaries Equity 1.55%
Chola Financial Finance Equity 1.44%
REC Ltd Finance Equity 1.42%
Ashok Leyland Automobile Equity 1.41%
Coforge IT - Software Equity 1.39%
Hatsun Agro FMCG Equity 1.34%
St Bk of India Banks Equity 1.3%
Lupin Pharmaceuticals Equity 1.3%
Alkem Lab Pharmaceuticals Equity 1.28%
AAVAS Financiers Finance Equity 1.27%
Voltas Consumer Durables Equity 1.26%
TVS Holdings Castings, Forgings & Fastners Equity 1.2%
Mphasis IT - Software Equity 1.15%
Chalet Hotels Hotels & Restaurants Equity 1.13%
Uno Minda Auto Ancillaries Equity 1.11%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.11%
Metro Brands Leather Equity 1.08%
Sona BLW Precis. Auto Ancillaries Equity 1.08%
PB Fintech. IT - Software Equity 1.08%
Container Corpn. Logistics Equity 1.07%
Zee Entertainmen Entertainment Equity 1.02%
TVS Motor Co. Automobile Equity 1%
Torrent Power Power Generation & Distribution Equity 0.99%
Laurus Labs Pharmaceuticals Equity 0.98%
Kajaria Ceramics Ceramic Products Equity 0.95%
P I Industries Agro Chemicals Equity 0.88%
Apollo Hospitals Healthcare Equity 0.74%
Union Bank (I) Banks Equity 0.72%
United Breweries Alcoholic Beverages Equity 0.71%
APL Apollo Tubes Steel Equity 0.69%
Balkrishna Inds Tyres Equity 0.68%
Indraprastha Gas Gas Distribution Equity 0.66%
Emami FMCG Equity 0.66%
H P C L Refineries Equity 0.63%
Delhivery Logistics Equity 0.6%
Max Healthcare Healthcare Equity 0.48%
Sanofi India Pharmaceuticals Equity 0.47%
Varun Beverages FMCG Equity 0.38%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.26%
Sundaram Clayton Castings, Forgings & Fastners Equity 0.24%
Indian Bank Banks Equity 0.19%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.15%
Solar Industries Chemicals Equity 0.12%
Finance
12%
Auto Components
10.35%
Banks
9.59%
Industrial Products
9.46%
Pharmaceuticals & Biotech
6.01%
Others
52.58%
View all Sectors
Sectors Asset
Finance 12%
Auto Components 10.35%
Banks 9.59%
Industrial Products 9.46%
Pharmaceuticals & Biotech 6.01%
Consumer Durables 5.75%
IT-Software 3.9%
Healthcare Services 3.77%
Debt 3.56%
Retailing 3.51%
Fertilisers & Agrochemica 3.14%
Leisure Services 2.55%
Chemicals & Petrochemical 2.54%
Gas 2.43%
Ferrous Metals 2.21%
Cement & Cement Products 2.09%
Realty 2.02%
Insurance 1.71%
Aerospace & Defense 1.7%
Agricultural, Commercial 1.54%
Beverages 1.2%
Food Products 1.19%
Transport Services 1.14%
Personal Products 1.12%
Power 1.05%
Automobiles 1%
Entertainment 0.97%
Financial Technology (Fin 0.97%
Others 0.78%
Petroleum Products 0.48%
Cash & Others 0.14%
Textiles & Apparels 0.13%
Equity
95.09%
Reverse Repos
4.28%
Derivatives
0.41%
Preference Shares
0.3%
Net Curr Ass/Net Receivables
-0.08%
Others
0%

Advance Ratio

0.13
Alpha
4.26
SD
0.88
Beta
1.82
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:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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 ₹985.9 as of 29 September 2023.

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 - 12%
  2. Auto Components - 10.35%
  3. Banks - 9.59%
  4. Industrial Products - 9.46%
  5. Pharmaceuticals & Biotech - 6.01%

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 17.5% 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 29 September 2023.

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

The AUM of Sundaram Mid Cap Fund – Direct Growth is ₹45,611 Cr as of 29 September 2023

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. Federal Bank - 3.7%
  2. Shriram Finance - 3.63%
  3. Kalyan Jewellers - 2.65%
  4. Tube Investments - 2.56%
  5. Navin Fluo.Intl. - 2.56%

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