The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
# Moneycontrol Rank within 143 Small & Mid Cap Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
|Difference of Fund returns and Category returns||2.1||6.1||2.7||2.4||7.2||8.2||18.3|
|Best of Category||1.7||0.1||11.7||29.8||34.2||20.4||34.9|
|Worst of Category||-9.6||-20.8||-24.3||-14.1||3.3||3.7||14|
|Benchmark returns #||-3||-9.3||-16.1||-1.3||12.1||9.5||19.6|
|Difference of Fund returns and Benchmark returns||0.8||5.2||5.6||3.5||6.1||6.3||11.7|
The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.
Feb 01, 2013
NIFTY MIDCAP 100
907.21 ( Jun 30, 2018 )
Jun 30, 2018
View performance of schemes managed by the Fund Manager
Exit load 1 % if redeemed within 1 year (365 days) from the date of allotment and NIL thereafter
|Fund||Crisil Rank||Assets(Rs Cr.)||Current NAV||3mth(%)||6mth(%)||1yr(%)||3yr(%)||5yr(%)|
|HDFC Mid-Cap Opportunities Fund (G)||17,969.28||55.3||-6.4||-8.1||3.3||12.7||25.8|
|Sundaram Mid Cap Fund - Direct Plan (G)||553.30||486.6||-9.9||-12.7||-1.0||10.4||25.4|
|Sundaram Mid Cap Fund - Institutional Plan (G)||0.17||496.7||-9.9||-12.7||-1.0||10.4||25.4|
|Sundaram Mid Cap Fund - Regular Plan (G)||5,736.06||472.3||-10.0||-13.0||-1.7||9.8||24.7|
|Reliance Small Cap Fund (G)||5,855.32||39.8||-13.9||-17.8||1.4||15.6||33.6|
|Tata Global Bev||Food & Beverage||157.43||2.52|
|Cash / Call||0.91|
|Oil & Gas||7.10|
Mar 03, 2017
MF industry's target: 'Get 10% of population to invest in funds' The mutual fund industry has grown nearly 10 times in assets over the past 10 years even as folio count growth has been somewhat moderate. Sundeep Sikka, ED and CEO of Reliance Nippon Life Asset Management, says this needs to change.
Feb 23, 2017
Growth to pick in FY18; see more resources from MFs: Repco Home Growth for the company slowed down in the third quarter to 20-21 percent from 25 percent due to demonetisation and Q4 growth would also remain around similar levels, says V Raghu, ED, Repco Home Finance, adding that pickup would be witnessed in next financial year.