Sundaram Mid Cap Fund Growth Direct Plan

1228.15
NAV (Apr 26,2024)

Invest in the Sundaram Mid Cap Fund - Growth - Direct Plan for potential growth in your investment portfolio. With an expense ratio of 0.96%, this fund aims to provide long-term capital appreciation by investing primarily in mid-cap stocks. As of the latest data, the fund has an impressive PE ratio of 50.04 and PB ratio of 8.21, indicating its potential for growth. The minimum investment required is INR 100, and there is no lock-in period. The fund was established on January 2, 2013, and currently has an AUM of INR 9,880.34.

Sundaram Mid Cap Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Mid Cap Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    51.81
  • P/B Ratio
    UM_URBAN_MONEY

    8.57
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.87
  • Sharpe
    UM_URBAN_MONEY

    0.23
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.87%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

10269.45 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,818.84 (8.19%)13,053.82 (30.54%)15,704.97 (57.05%)20,653.75 (106.54%)25,648.3 (156.48%)
32,456.52 (8.19%)39,161.46 (30.54%)47,114.91 (57.05%)61,961.25 (106.54%)76,944.9 (156.48%)
54,094.2 (8.19%)65,269.1 (30.54%)78,524.85 (57.05%)1,03,268.75 (106.54%)1,28,241.5 (156.48%)
86,550.72 (8.19%)1,04,430.56 (30.54%)1,25,639.76 (57.05%)1,65,230 (106.54%)2,05,186.4 (156.48%)
1,08,188.4 (8.19%)1,30,538.2 (30.54%)1,57,049.7 (57.05%)2,06,537.5 (106.54%)2,56,483 (156.48%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Cummins India Ltd3.64%
  • Kalyan Jewellers India Ltd3.48%
  • The Federal Bank Ltd3.36%
  • Tube Investments of India Ltd3.33%
  • Power Finance Corporation Ltd3.24%
  • Trent Ltd3.01%
  • TREPS2.81%
  • Fortis Health Care Ltd2.47%
  • Zydus Lifesciences Ltd2.36%
  • REC Ltd2.28%
  • Oberoi Realty Ltd2.12%
  • Persistent Systems Ltd2.10%
  • Indian Bank2.04%
  • Shriram Finance Ltd1.95%
  • Lupin Ltd1.92%
  • Coromandel International Ltd1.86%
  • Torrent Power Ltd1.79%
  • Bharat Electronics Ltd1.64%
  • TVS Holdings Ltd1.59%
  • Voltas Ltd1.57%
  • Gujarat State Petronet Ltd1.57%
  • Max Financial Services Ltd1.56%
  • Grindwell Norton Ltd1.56%
  • Chalet Hotels Ltd1.54%
  • Delhivery Ltd1.50%
  • Dalmia Cement Bharat Ltd1.46%
  • Sundaram Liquid Fund Direct Growth1.46%
  • Alkem Laboratories Ltd1.45%
  • Polycab India Ltd1.40%
  • Hindustan Petroleum Corporation Ltd1.37%
  • ZF Commercial Vehicle Control Systems I Ltd1.35%
  • PB Fintech Ltd1.31%
  • AU Small Finance Bank Ltd1.30%
  • Max Healthcare Institute Ltd1.28%
  • Coforge Ltd1.26%
  • Union Bank of India1.26%
  • Jubilant Foodworks Ltd1.25%
  • Jindal Steel & Power Ltd1.24%
  • Info Edge India Ltd1.18%
  • Container Corporation of India Ltd1.16%
  • Computer Age Management Services Ltd1.15%
  • Bharat Heavy Electricals Ltd1.14%
  • Cholamandalam Investment and Finance Company Ltd1.06%
  • Schaeffler India Ltd1.00%
  • TVS Motor Company Ltd0.99%
  • Hatsun Agro Product Ltd0.99%
  • Astral Ltd0.98%
  • United Breweries Ltd0.98%
  • Mahindra & Mahindra Financial Services Ltd0.98%
  • Cholamandalam Financial Holdings Ltd0.87%
  • CG Power and Industrial Solutions Ltd0.85%
  • Laurus Labs Ltd0.81%
  • Biocon Ltd0.79%
  • Aavas Financiers Ltd0.78%
  • PI Industries Ltd0.78%
  • Devyani international limited0.75%
  • UNO Minda Ltd0.75%
  • Sona BLW Precision Forgings Ltd0.70%
  • Metro Brands Ltd0.70%
  • JK Cement Ltd0.66%
  • Kajaria Ceramics Ltd0.66%
  • Indian Railway Catering & Tourism Corporation Ltd0.61%
  • APL Apollo Tubes Ltd0.59%
  • Kansai Nerolac Paints Ltd0.54%
  • Star Health and Allied Insurance Company Ltd0.54%
  • Apollo Tyres Ltd0.49%
  • Navin Fluorine International Ltd0.49%
  • MphasiS Ltd0.48%
  • Sanofi India Ltd0.47%
  • Cash and Other Net Current Assets0.45%
  • Tata Elxsi Ltd0.43%
  • Sundaram Clayton Ltd0.26%
  • Balkrishna Industries Ltd0.19%
  • Prestige Estates Projects Ltd0.08%
  • Sundaram Clayton DCD Ltd Unlisted Preference share0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

33.75%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.34%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.28%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.71%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.87%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.39%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.76%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

55.75%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

53.96%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

50.94%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

40.55%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

40.07%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

31.74%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

35.02%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.72%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

25.03%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.03%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.82%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.57%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.97%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

20.75%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

RV

Mr. Ratish VarierFund Manager

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