Fund Overview

Sundaram Mid Cap Fund - (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

1,312.49

Inception Date

31-07-2002

Equity - Diversified

Investment Objectives

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Risk O Meter

Performance

Scheme Name	3 Months (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	10 Years (%)	Since Inception (%)
Sundaram Mid Cap Fund - (G)	11.30	0.36	14.14	27.79	30.61	14.96	23.90

Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Midcap 150 TRI)

1Lakh investment Grown to 1.14 Lakh

10,000 investment Grown to 1.21 Lakh

1Lakh investment Grown to 1.11 Lakh

Key Parameters

AUM(₹ Cr.)	11,690
Type	OPEN ENDED
Entry Load	Nil
Minimum investment(₹)	100
Expense Ratio (%)	1.97
Benchmark	Nifty Midcap 150 TRI
Fund Manager	S Bharath
Exit	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.
Incrimental Invest(₹)	100

NAV Movement

3M 6M 1Y 3Y 5Y

AUM Movement

3M 6M 1Y 3Y 5Y

Asset Allocation Pie chart

Top Company Holding (As on 30 04 25 )

Company	Asset	No.of shares	Value (₹ in Cr)
Coromandel Inter	Equity	1747182	386.86
Federal Bank	Equity	19247362	378.56
Cummins India	Equity	1270127	367.75
Kalyan Jewellers	Equity	6016821	310.80
Lupin	Equity	1350321	282.97
Fortis Health.	Equity	3879249	265.94
Persistent Sys	Equity	484892	258.04
Marico	Equity	3599583	255.73
M & M Fin. Serv.	Equity	9072077	237.73
Indian Bank	Equity	4081771	230.95
H P C L	Equity	6000962	227.26
Jindal Steel	Equity	2314205	207.27

Sector Holding Pie Chart

Peer Comparison

Scheme Name	AUM (₹ IN Cr.)	1 Years (%)	3 Years (%)	5 Years (%)	Since Inception (%)	Inception Date	Sharpe	Std.Dev
Sundaram Mid Cap Fund	11,690.15	14.14	27.79	30.61	23.90	31-Jul-2002	0.9157	4.88
Motilal Oswal Large Cap Fund	2,149.71	27.15	NA	NA	26.27	06-Feb-2024	1.2678	4.05
Invesco India Midcap Fund	6,046.97	22.03	29.31	31.13	16.77	19-Apr-2007	0.9553	4.89
Motilal Oswal Midcap Fund	27,780.18	21.12	32.27	38.15	22.65	24-Feb-2014	1.0433	5.41
Bandhan Innovation Fund	1,434.07	20.39	NA	NA	18.57	30-Apr-2024	0.4991	6.38
Edelweiss Mid Cap Fund	9,241.96	20.33	28.86	33.82	13.78	27-Dec-2007	0.9631	4.90
Sundaram Services Fund	3,998.33	20.21	21.96	28.52	20.07	21-Sep-2018	0.7985	3.95
Motilal Oswal Flexi Cap Fund	12,418.46	20.15	26.21	24.04	17.57	28-Apr-2014	0.8919	4.68
Invesco India Large & Mid Cap Fund	6,765.05	19.13	27.21	26.69	13.40	09-Aug-2007	0.9558	4.51
Motilal Oswal Small Cap Fund	4,331.97	19.04	NA	NA	21.76	26-Dec-2023	0.5901	5.78

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