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Sundaram Mid Cap Fund - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
  • NAV
    : ₹ 584.9292 -0.34%
    (as on 09th April, 2021)
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Crisil Rank
Relatively weak performance among peers
Risk-O-Meter
Moderately High

Fund has 97.82% investment in indian stocks of which 3.23% is in large cap stocks, 71.3% is in mid cap stocks, 14.75% 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.

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Returns (NAV as on 09th April, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 01-Apr-21 10070.00 0.70% - 1.29% 24/28
1 Month 09-Mar-21 9868.70 -1.31% - 1.14% 27/28
3 Month 08-Jan-21 10778.10 7.78% - 9.06% 17/27
6 Month 09-Oct-20 13532.00 35.32% - 36.88% 16/27
YTD 01-Jan-21 11219.00 12.19% - 14.85% 17/27
1 Year 09-Apr-20 17017.60 70.18% 70.18% 80.38% 22/27
2 Year 09-Apr-19 12573.40 25.73% 12.11% 19.76% 23/24
3 Year 09-Apr-18 11308.70 13.09% 4.18% 10.58% 24/24
5 Year 08-Apr-16 17892.90 78.93% 12.33% 15.61% 20/22
10 Year 08-Apr-11 38985.00 289.85% 14.56% 15.24% 15/20
Since Inception 19-Jul-02 584929.20 5749.29% 24.25% 19.09% 4/28

SIP Returns (NAV as on 09th April, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 09-Apr-20 12000 16137.96 34.48 % 69.54 %
2 Year 09-Apr-19 24000 31694.92 32.06 % 29.26 %
3 Year 09-Apr-18 36000 46623.48 29.51 % 17.52 %
5 Year 08-Apr-16 60000 78919.23 31.53 % 10.9 %
10 Year 08-Apr-11 120000 263547.92 119.62 % 15.03 %
 

Tax Treatment

Portfolio (Updated on 31st Mar,2021)

Equity Holding : 97.82% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 97.82%
No of Stocks : 64 (Category Avg - 55.11) | Large Cap Investments : 3.23%| Mid Cap Investments : 71.3% | Small Cap Investments : 14.75% | Other : 8.55%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# The Ramco Cements Ltd. Cement 2245.7 3.65% 0.00% 4.46% (May 2020) 3.34% (Jan 2021) 22.40 L -0.72 L
# Cummins India Ltd. Diesel engines 1972.7 3.21% 0.00% 2.9% (Nov 2020) 1.8% (Mar 2020) 21.45 L -0.30 L
# Sundaram-Clayton Ltd. Auto ancillaries 1881 3.06% 0.00% 3.76% (Jan 2021) 2.11% (Sep 2020) 6.10 L -0.20 L
# Cholamandalam Investment & Finance Co. Ltd. Nbfc 1799.3 2.92% 0.00% 2.68% (Feb 2021) 1.09% (May 2020) 32.20 L 0.00
# Max Financial Services Ltd. Nbfc 1742.7 2.83% 0.00% 2.82% (Feb 2021) 1.17% (Mar 2020) 20.28 L 0.00
# Mindtree Ltd. Computers - software 1535.7 2.50% 0.00% 2.11% (Jan 2021) 0% (Mar 2020) 7.37 L 0.00
# Au Small Finance Bank Ltd. Banks 1508.6 2.45% 0.00% 2.22% (Feb 2021) 0% (Mar 2020) 12.29 L 0.00
# Apollo Hospitals Enterprises Ltd. Hospital 1497.1 2.43% 0.00% 2.9% (Feb 2021) 1.99% (Jun 2020) 5.16 L -0.74 L
# Whirlpool Of India Ltd. Home appliances 1491.8 2.42% 0.00% 3.41% (Apr 2020) 2.59% (Feb 2021) 6.70 L 0.00
# Grindwell Norton Ltd. Abrasives 1447.3 2.35% 0.00% 2.13% (Feb 2021) 1.54% (Aug 2020) 15.20 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
MF Units MF Units 2.03%
Net Receivables Net Receivables 0.10%
TREPS TREPS 0.04%
Reverse Repo Reverse Repo 0.01%

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
PGIM India Midcap Opportunities Fund - Growth 5 1107.77 3.54 12.73 42.56 109.07 17.60
SBI Magnum Midcap Fund - Regular Plan - Growth 4 4887.25 1.99 12.62 47.16 99.49 10.34
Union Midcap Fund - Regular Plan - Growth NA 197.70 2.22 10.13 36.62 92.18 0.00
Mirae Asset Midcap Fund - Regular Plan - Growth NA 4223.73 1.04 11.35 43.66 92.14 0.00
Kotak Emerging Equity - Growth 3 10937.53 2.32 12.90 42.94 90.92 13.19
ICICI Prudential MidCap Fund - Growth 3 2338.33 0.30 8.70 38.94 90.50 8.20
Quant Mid Cap Fund - Growth 1 35.85 8.54 10.65 42.71 88.33 16.83
Edelweiss Mid Cap Fund - Regular Plan - Growth 3 1215.05 0.82 10.02 42.22 87.15 10.70
UTI Mid Cap Fund - Growth 4 5190.25 1.33 7.40 36.37 85.76 9.84
HDFC Mid-Cap Opportunities Fund - Growth 3 26471.11 0.92 9.95 37.66 83.70 8.75

More Funds from Sundaram Mutual Fund

Out of 63 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 3 is/are ranked 4 * , 6 is/are ranked 3 * , 1 is/are ranked 2 * , 5 is/are ranked 1 * , and 47 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Growth 1 6229.86 -1.31 7.78 35.32 70.18 4.18
Sundaram Money Fund - Regular Plan - Growth 3 3483.24 0.30 0.80 1.57 3.53 5.68
Sundaram Diversified Equity - Growth 1 2394.94 -1.88 4.79 27.43 61.80 5.86
Sundaram Equity Hybrid Fund - Growth 3 1656.29 -0.93 3.20 20.57 41.01 10.45
Sundaram Large and Mid Cap Fund - Growth 3 1478.58 -2.18 6.84 28.31 61.69 10.46
Sundaram Rural and Consumption Fund - Growth 5 1361.84 -1.63 0.28 22.40 47.16 5.01
Sundaram Ultra Short Term Fund - Regular Plan - Growth 2 1334.54 0.24 0.51 1.19 3.75 0.00
Sundaram Services Fund - Growth NA 1330.95 -2.44 4.66 29.87 63.37 0.00
Sundaram Small Cap Fund - Growth 3 1229.87 2.96 12.22 40.84 96.07 2.02
Sundaram Select Focus - Growth 3 1216.71 -1.93 2.97 23.54 51.84 11.88

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