Sundaram Mid Cap Fund Direct Growth

Equity | Mid Cap

(NAV as of 14/05/2024)

1243.24 (0.41)

3Y Returns

27.29%

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.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark but its beta is more than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given less SIP returns than the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given more or less similar inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

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%

Sector Allocation

Finance

15.02%

Automobiles

11.14%

Industrial Products

8.35%

Banks

8.18%

Pharmaceuticals

7.22%

Top Ten Holdings

Power Finance Corporation Ltd

4.42%

Tube Investments Of India Ltd

3.53%

Federal Bank Ltd

3.22%

Cummins India Ltd

3.07%

Shriram Finance Ltd

2.98%

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/Downloads

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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Fund

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Icici Prudential Midcap Fund - Direct Plan - Growth

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Union Midcap Fund - Direct Plan - Growth

40.59%

25.4%

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34.7%

25.26%

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Mahindra Manulife Large & Mid Cap Fund - Direct - Growth

45.55%

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Kotak Emerging Equity Fund - Direct Plan - Growth

41.15%

24.92%

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Mirae Asset Midcap Fund - Direct Plan - Growth

47.08%

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Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

42.93%

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Kotak Equity Opportunities Fund - Direct Plan - Growth

41.5%

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22.73%

Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan

43.75%

24.05%

20.97%

Nippon India Vision Fund Direct Plan Growth Plan Growth

42.95%

23.45%

20.48%

Invesco India Growth Opportunities Fund - Direct Plan Growth

46.31%

23.43%

20.63%

Franklin India Prima Fund - Direct Growth

47.08%

23.23%

21.35%

Uti Core Equity Fund - Direct Growth Plan

42.89%

23.17%

21.13%

Hsbc Large & Mid Cap Fund-Direct Plan Growth

42.57%

22.73%

21.45%

Taurus Discovery (Midcap) Fund - Direct Plan Growth

46.01%

22.56%

23.7%

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