Sundaram Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · ★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.89 %
Expense Ratio
★★★
Rating
10,262
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 51.7% 23% 19% 18.4%
Category Average 54.1% 26.2% 23.2% -

Scheme Allocation

By Holding
By Sector
By Asset
3.29%
3.24%
Others
82.95%
View all Holdings
Holdings Sector Instrument Asset
Power Fin.Corpn. Finance Equity 3.94%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.35%
Federal Bank Banks Equity 3.29%
Trent Retail Equity 3.24%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 3.23%
Tube Investments Auto Ancillaries Equity 3.11%
Fortis Health. Healthcare Equity 2.37%
Shriram Finance Finance Equity 2.29%
Persistent Sys IT - Software Equity 2.27%
REC Ltd Finance Equity 2.24%
Zydus Lifesci. Pharmaceuticals Equity 2.13%
Oberoi Realty Realty Equity 2.02%
Lupin Pharmaceuticals Equity 1.92%
Coromandel Inter Fertilizers Equity 1.86%
Indian Bank Banks Equity 1.79%
TVS Holdings Castings, Forgings & Fastners Equity 1.75%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.69%
Guj.St.Petronet Gas Distribution Equity 1.67%
Bharat Electron Aerospace & Defence Equity 1.67%
Voltas Consumer Durables Equity 1.58%
Delhivery Logistics Equity 1.57%
Max Financial Finance Equity 1.51%
Alkem Lab Pharmaceuticals Equity 1.51%
Dalmia BharatLtd Cement Equity 1.51%
Coforge IT - Software Equity 1.51%
Chalet Hotels Hotels & Restaurants Equity 1.39%
PB Fintech. IT - Software Equity 1.38%
Torrent Power Power Generation & Distribution Equity 1.36%
Polycab India Cables Equity 1.34%
AU Small Finance Banks Equity 1.31%
Jindal Steel Steel Equity 1.31%
ZF Commercial Auto Ancillaries Equity 1.3%
Astral Plastic products Equity 1.27%
Container Corpn. Logistics Equity 1.24%
Max Healthcare Healthcare Equity 1.21%
Cams Services Miscellaneous Equity 1.21%
Union Bank (I) Banks Equity 1.2%
Jubilant Food. Quick Service Restaurant Equity 1.2%
Schaeffler India Bearings Equity 1.14%
H P C L Refineries Equity 1.14%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.11%
Hatsun Agro FMCG Equity 1.1%
Sona BLW Precis. Auto Ancillaries Equity 1.05%
B H E L Capital Goods - Electrical Equipment Equity 1.05%
TVS Motor Co. Automobile Equity 1.04%
Cholaman.Inv.&Fn Finance Equity 1%
M & M Fin. Serv. Finance Equity 0.97%
Metro Brands Leather Equity 0.95%
AAVAS Financiers Finance Equity 0.87%
Laurus Labs Pharmaceuticals Equity 0.84%
Biocon Pharmaceuticals Equity 0.83%
Chola Financial Finance Equity 0.82%
KPIT Technologi. IT - Software Equity 0.79%
P I Industries Agro Chemicals Equity 0.74%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 0.7%
Uno Minda Auto Ancillaries Equity 0.7%
Kajaria Ceramics Ceramic Products Equity 0.69%
Devyani Intl. Quick Service Restaurant Equity 0.64%
United Breweries Alcoholic Beverages Equity 0.62%
APL Apollo Tubes Steel Equity 0.61%
Kansai Nerolac Paints/Varnish Equity 0.6%
Navin Fluo.Intl. Chemicals Equity 0.59%
I R C T C Railways Equity 0.52%
Sanofi India Pharmaceuticals Equity 0.5%
Star Health Insu Insurance Equity 0.47%
Tata Elxsi IT - Software Equity 0.43%
J K Cements Cement Equity 0.33%
Sundaram Clayton Auto Ancillaries Equity 0.29%
Balkrishna Inds Tyres Equity 0.19%
Apollo Tyres Tyres Equity 0.17%
Bank of India Banks Equity 0.06%
Bajaj Electrical Consumer Durables Equity 0.05%
Finance
12.13%
Auto Components
9.4%
Industrial Products
8.54%
Pharmaceuticals & Biotech
7.73%
Banks
7.65%
Others
54.55%
View all Sectors
Sectors Asset
Finance 12.13%
Auto Components 9.4%
Industrial Products 8.54%
Pharmaceuticals & Biotech 7.73%
Banks 7.65%
Consumer Durables 7.1%
IT-Software 5%
Retailing 4.35%
Leisure Services 3.75%
Healthcare Services 3.58%
Transport Services 2.81%
Fertilisers & Agrochemica 2.6%
Debt 2.29%
Realty 2.02%
Insurance 1.99%
Cement & Cement Products 1.84%
Electrical Equipments 1.75%
Gas 1.67%
Aerospace & Defense 1.67%
Financial Technology (Fin 1.38%
Power 1.36%
Ferrous Metals 1.31%
Others 1.27%
Capital Markets 1.21%
Petroleum Products 1.14%
Food Products 1.1%
Cash & Others 1.1%
Automobiles 1.04%
Beverages 0.62%
Chemicals & Petrochemical 0.59%
Equity
95.33%
Reverse Repos
2.29%
Net Curr Ass/Net Receivables
1.1%
Mutual Funds Units
1%
Preference Shares
0.27%
Others
0%

Advance Ratio

0.09
Alpha
3.88
SD
0.88
Beta
1.23
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 ₹1,147.3 as of 18 March 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 - 12.13%
  2. Auto Components - 9.4%
  3. Industrial Products - 8.54%
  4. Pharmaceuticals & Biotech - 7.73%
  5. Banks - 7.65%

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 18.4% 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 0.89 % as of 18 March 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 18 March 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. - 3.94%
  2. Cummins India - 3.35%
  3. Federal Bank - 3.29%
  4. Trent - 3.24%
  5. Kalyan Jewellers - 3.23%

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