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Sundaram Mid Cap Fund Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Bharath S., Ratish Varier
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Benchmark
NIFTY Midcap 150 TRI
Expense Ratio
1.74% As on (31-10-2024)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
12,350.49 Cr As on (31-10-2024)
Nav Movement
RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13.35 | 1.16 | 2.72 | 0.88 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Finance | 9.37 |
| Auto Components | 8.2 |
| Banks | 7.96 |
| Industrial Products | 7.85 |
| Pharmaceuticals & Biotechnology | 7.15 |
| Consumer Durables | 6.49 |
| N/A | 5.33 |
| IT - Software | 4.57 |
| Retailing | 4.36 |
| Healthcare Services | 3.88 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| Sundaram Liquid Fund - Direct Growth | 4.39 |
| Kalyan Jewellers India Ltd | 4.23 |
| Cummins India Ltd | 3.41 |
| Tube Investments of India Ltd | 3.1 |
| Trent Ltd | 3.03 |
| The Federal Bank Ltd | 3.0 |
| Lupin Ltd | 2.32 |
| Coromandel International Ltd | 2.23 |
| Fortis Health Care Ltd | 2.13 |
| AU Small Finance Bank Ltd | 2.12 |