Equity | Mid Cap
3Y Returns
24.94%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.96%
Fund Size
₹9880 Cr
Inception Date
02-Jan-13
Fund Manager
S. Bharath
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
95.99%
Debt & Others
4.01%
Market Cap Allocation
Large Cap
22.12%
Mid Cap
62.13%
Small Cap
11.75%
Other Cap
4.01%
Investment 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 House Detail
AMC Name
Sundaram Asset Management Company Limited
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Sundaram Mid Cap Fund Direct Growth
1Y
52.49%
3Y
24.94%
5Y
25.21%
Motilal Oswal Midcap Fund - Direct Growth
1Y
69.84%
3Y
35.54%
5Y
33.14%
Quant Mid Cap Fund Direct Plan - Growth
1Y
41.97%
3Y
27.39%
5Y
34.2%
Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option
1Y
44.99%
3Y
27.3%
5Y
29.33%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
59.12%
3Y
26.55%
5Y
27.41%
Edelweiss Mid Cap Fund - Direct Plan Growth Option
1Y
58.33%
3Y
26.02%
5Y
31.24%
Nippon India Growth Fund Direct Plan Growth Plan Growth
1Y
49.03%
3Y
25.74%
5Y
30.3%
Mahindra Manulife Mid Cap Fund - Direct - Growth
1Y
50.75%
3Y
25.47%
5Y
29.51%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
48.08%
3Y
25.1%
5Y
26.99%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
50.32%
3Y
23.96%
5Y
24.9%
Invesco India Midcap Fund - Direct Plan Growth
1Y
53.5%
3Y
23.74%
5Y
28.38%
Kotak Emerging Equity Fund - Direct Plan - Growth
1Y
46.34%
3Y
23.68%
5Y
28.54%
Iti Mid Cap Fund- Direct Plan- Growth
1Y
56.46%
3Y
22.75%
5Y
NA
Tata Mid Cap Growth Fund Direct Plan Growth
1Y
42.78%
3Y
21.97%
5Y
26.39%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
43.29%
3Y
21.72%
5Y
24.59%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
40.63%
3Y
21.32%
5Y
24.32%
Uti Core Equity Fund - Direct Growth Plan
1Y
47.15%
3Y
21.32%
5Y
24.75%
Franklin India Prima Fund - Direct Growth
1Y
50.98%
3Y
21.26%
5Y
23.89%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
52.55%
3Y
21.21%
5Y
21.71%
Sbi Magnum Midcap Fund - Direct Plan - Growth
1Y
35.22%
3Y
21.1%
5Y
28.41%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
41.31%
3Y
20.91%
5Y
23.39%
Icici Prudential Midcap Fund - Direct Plan - Growth
1Y
50.57%
3Y
20.88%
5Y
25.26%
Union Midcap Fund - Direct Plan - Growth
1Y
41.74%
3Y
20.52%
5Y
NA
Mirae Asset Midcap Fund - Direct Plan - Growth
1Y
38.37%
3Y
19.95%
5Y
27.58%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
45.49%
3Y
19.7%
5Y
21.9%
Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan
1Y
43.52%
3Y
19.62%
5Y
24.58%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
46.74%
3Y
19.61%
5Y
22.42%
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
42.81%
3Y
19.36%
5Y
23.25%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
45.55%
3Y
19.33%
5Y
22.63%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
46.83%
3Y
19.05%
5Y
NA
BSE Member code: 58371
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