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Sundaram Mid Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
  • NAV
    : ₹ 461.8941 -0.97%
    (as on 18th July, 2019)
Crisil Rank
Relatively weak performance among peers
Risk-O-Meter
Moderately High

Fund has 99.57% investment in indian stocks of which 1.53% is in large cap stocks, 68.02% is in mid cap stocks, 27.49% in small cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

Crisil Rank Change : Fund Crisil rank was updated from 3 to 1 in the previous quarter.

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Returns (NAV as on 18th July, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jul-19 9905.40 -0.95% - -0.71% 22/28
1 Month 18-Jun-19 9762.00 -2.38% - -1.85% 21/28
3 Month 18-Apr-19 9526.60 -4.73% - -4.50% 18/28
6 Month 18-Jan-19 9853.30 -1.47% - -0.24% 21/28
YTD 01-Jan-19 9632.00 -3.68% - -5.02% 15/28
1 Year 18-Jul-18 9462.50 -5.38% -5.37% -2.89% 18/28
2 Year 18-Jul-17 9478.80 -5.21% -2.64% 0.05% 22/27
3 Year 18-Jul-16 12186.10 21.86% 6.81% 7.79% 16/24
5 Year 18-Jul-14 17615.60 76.16% 11.98% 11.79% 12/22
Since Inception 02-Jan-13 26579.90 165.80% 16.12% 13.81% 14/27

SIP Returns (NAV as on 18th July, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jul-18 12000 11706.15 -2.45 % -4.52 %
2 Year 18-Jul-17 24000 22392.58 -6.7 % -6.53 %
3 Year 18-Jul-16 36000 35398.18 -1.67 % -1.09 %
5 Year 18-Jul-14 60000 69621.02 16.04 % 5.89 %
 

Tax Treatment

Portfolio (Updated on 30th Jun,2019)

Equity Holding : 99.57% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 99.57%
No of Stocks : 63 (Category Avg - 49.68) | Large Cap Investments : 1.53%| Mid Cap Investments : 68.02% | Small Cap Investments : 27.49% | Other : 2.56%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Cr) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
The Ramco Cements Ltd. Cement 2734.3 4.59% -0.08% 3.67% (Nov 2018) 3.67% (Nov 2018) 34.88 L 0.00
Trent Limited Retailing 2338.2 3.93% 0.51% 2.93% (Jul 2018) 2.93% (Jul 2018) 53.03 L 0.00
Honeywell Automation India Ltd. Industrial electronics 1803.8 3.03% -0.03% 2.63% (Mar 2019) 2.63% (Mar 2019) 72.37 k 0.00
Aditya Birla Fashion and Retail Ltd. Retailing 1630.5 2.74% 0.12% 0.75% (Jul 2018) 0.75% (Jul 2018) 75.72 L 0.00
Apollo Hospitals Enterprises Ltd. Hospital 1611.7 2.71% 0.29% 1.17% (Jul 2018) 1.17% (Jul 2018) 11.86 L 0.00
Sundaram-Clayton Ltd. Auto ancillaries 1588.3 2.67% -0.27% 2.29% (Apr 2019) 2.29% (Apr 2019) 6.88 L 0.00
Federal Bank Ltd. Banks 1582.3 2.66% 0.08% 1.09% (Dec 2018) 0% (Jul 2018) 1.46 Cr 0.00
Schaeffler India Ltd. Bearings 1417.6 2.38% -0.07% 2.38% (Jun 2019) 2.38% (Jun 2019) 2.90 L 0.00
Cummins India Ltd. Diesel engines 1397.1 2.35% -0.03% 1.12% (Jul 2018) 1.12% (Jul 2018) 18.29 L 0.00
RBL Bank Ltd. Banks 1367.8 2.30% -0.08% 0.29% (Nov 2018) 0% (Jul 2018) 21.42 L 31.61 k
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 0.39%
Net Receivables Net Receivables 0.04%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Tata Mid Cap Growth Fund - Direct Plan - Growth 4 704.40 -1.85 -3.05 4.85 7.03 9.96
Axis Midcap Fund - Direct Plan - Growth 5 2655.82 -0.56 -0.87 4.56 4.36 13.38
Reliance Growth Fund - Direct Plan - Growth 4 6749.63 -1.07 -2.87 2.87 4.13 10.19
Sahara Midcap Fund - Direct Plan - Growth NA 7.98 -3.20 -3.83 0.99 2.76 10.99
BNP Paribas Mid Cap Fund - Direct Plan - Growth 2 745.60 -1.13 -1.03 2.04 1.63 7.19
Kotak Emerging Equity - Direct Plan - Growth 4 4500.54 -1.70 -2.98 2.95 1.37 10.15
Invesco India Mid Cap Fund - Direct Plan - Growth 5 456.15 -2.07 -4.77 -1.06 1.28 11.01
DSP Midcap Fund - Direct Plan - Growth 3 6302.32 -1.06 -2.90 2.83 0.71 10.03
Franklin India Prima Fund - Direct - Growth 4 7168.59 -1.08 -4.12 1.07 -0.43 8.83
ICICI Prudential MidCap Fund - Direct Plan - Growth 3 1755.05 -0.91 -3.95 -0.27 -0.70 9.39

More Funds from Sundaram Mutual Fund

Out of 72 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 5 is/are ranked 4 * , 4 is/are ranked 3 * , 2 is/are ranked 2 * , 2 is/are ranked 1 * , and 57 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Direct Plan - Growth 1 5954.61 -2.38 -4.73 -1.47 -5.37 6.81
Sundaram Money Fund - Direct Plan - Growth 3 5084.94 0.56 1.75 3.61 7.54 7.16
Sundaram Diversified Equity - Direct Plan - Growth 2 2681.26 -3.05 -3.55 3.16 -1.09 7.98
Sundaram Rural and Consumption Fund - Direct Plan - Growth 5 2251.01 -2.33 -5.20 -1.82 -2.18 8.97
Sundaram Equity Hybrid Fund - Direct Plan - Growth 4 1710.51 0.30 0.79 5.07 6.30 11.15
Sundaram Services Fund - Direct Plan - Growth NA 1217.26 0.15 0.76 8.10 0.00 0.00
Sundaram Small Cap Fund - Direct Plan - Growth 1 1150.98 -6.22 -8.94 -4.20 -11.39 1.34
Sundaram Low Duration Fund - Direct Plan - Growth 3 1062.90 0.82 -3.47 -1.52 2.50 5.77
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth 4 1015.68 0.96 2.68 5.24 9.91 7.18
Sundaram Select Focus - Direct Plan - Growth 4 1012.60 0.06 0.85 7.31 6.75 13.89

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