Sundaram Mid Cap Fund Regular Plan Growth

1105.47
NAV (Feb 23,2024)

Sundaram Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    50.04
  • P/B Ratio
    UM_URBAN_MONEY

    8.21
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.85
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

1.79%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

9880.34 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 25, 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 %)

11,474.63 (14.75%)12,562.73 (25.63%)15,207.81 (52.08%)19,437.81 (94.38%)25,785.02 (157.85%)
34,423.89 (14.75%)37,688.19 (25.63%)45,623.43 (52.08%)58,313.43 (94.38%)77,355.06 (157.85%)
57,373.15 (14.75%)62,813.65 (25.63%)76,039.05 (52.08%)97,189.05 (94.38%)1,28,925.1 (157.85%)
91,797.04 (14.75%)1,00,501.84 (25.63%)1,21,662.48 (52.08%)1,55,502.48 (94.38%)2,06,280.16 (157.85%)
1,14,746.3 (14.75%)1,25,627.3 (25.63%)1,52,078.1 (52.08%)1,94,378.1 (94.38%)2,57,850.2 (157.85%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Power Finance Corporation Ltd4.65%
  • The Federal Bank Ltd3.50%
  • TREPS3.38%
  • Tube Investments of India Ltd3.28%
  • Kalyan Jewellers India Ltd3.02%
  • Shriram Finance Ltd2.79%
  • Cummins India Ltd2.74%
  • Trent Ltd2.73%
  • Fortis Health Care Ltd2.63%
  • Cholamandalam Investment and Finance Company Ltd2.34%
  • Oberoi Realty Ltd2.25%
  • Coromandel International Ltd2.24%
  • REC Ltd2.15%
  • Persistent Systems Ltd2.02%
  • Grindwell Norton Ltd1.96%
  • AU Small Finance Bank Ltd1.86%
  • Dalmia Cement Bharat Ltd1.80%
  • Polycab India Ltd1.77%
  • Bharat Electronics Ltd1.72%
  • Navin Fluorine International Ltd1.72%
  • Jindal Steel & Power Ltd1.67%
  • Lupin Ltd1.65%
  • Zydus Lifesciences Ltd1.60%
  • Alkem Laboratories Ltd1.59%
  • TVS Holdings Ltd1.56%
  • Max Financial Services Ltd1.55%
  • Gujarat State Petronet Ltd1.51%
  • ZF Commercial Vehicle Control Systems I Ltd1.50%
  • Coforge Ltd1.50%
  • Voltas Ltd1.46%
  • Jubilant Foodworks Ltd1.44%
  • Schaeffler India Ltd1.33%
  • Astral Ltd1.30%
  • TVS Motor Company Ltd1.25%
  • Chalet Hotels Ltd1.25%
  • Delhivery Ltd1.25%
  • Torrent Power Ltd1.22%
  • Zee Entertainment Enterprises Ltd1.16%
  • Info Edge India Ltd1.14%
  • Container Corporation of India Ltd1.13%
  • Hatsun Agro Product Ltd1.11%
  • Metro Brands Ltd1.11%
  • Computer Age Management Services Ltd1.05%
  • Union Bank of India1.04%
  • Sona BLW Precision Forgings Ltd1.02%
  • PB Fintech Ltd0.97%
  • Laurus Labs Ltd0.92%
  • Aavas Financiers Ltd0.91%
  • Hindustan Petroleum Corporation Ltd0.87%
  • Max Healthcare Institute Ltd0.83%
  • Biocon Ltd0.82%
  • KPIT Technologies Ltd0.80%
  • Indian Bank0.75%
  • PI Industries Ltd0.74%
  • Kajaria Ceramics Ltd0.73%
  • UNO Minda Ltd0.72%
  • Ashok Leyland Ltd0.72%
  • United Breweries Ltd0.68%
  • Cholamandalam Financial Holdings Ltd0.65%
  • Emami Ltd0.62%
  • APL Apollo Tubes Ltd0.58%
  • Sanofi India Ltd0.49%
  • Tata Elxsi Ltd0.45%
  • Bank of India0.45%
  • Cash and Other Net Current Assets0.36%
  • Petronet LNG Ltd0.34%
  • Sundaram Clayton Ltd0.31%
  • Bharat Heavy Electricals Ltd0.29%
  • TVS Holdings Ltd Preference share0.27%
  • Balkrishna Industries Ltd0.26%
  • JSW Infrastructure Ltd0.26%
  • K P R Mill Ltd0.14%
  • Indian Renewable Energy Development Agency Ltd0.08%
  • Century Plyboards India Ltd0.02%
  • 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)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

33.64%

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

EQUITY

Very High

27.06%

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

EQUITY

Very High

26.05%

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

EQUITY

Very High

25.03%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

23.41%

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

EQUITY

Very High

22.87%

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

EQUITY

Very High

22.18%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

19.86%

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

EQUITY

Very High

17.38%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

54.62%

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

EQUITY

Very High

50.94%

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

EQUITY

Very High

48.70%

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

EQUITY

Very High

48.28%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

44.66%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

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

EQUITY

Very High

42.78%

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

EQUITY

Very High

38.98%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

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

EQUITY

Very High

32.68%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

30.15%

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

EQUITY

Very High

26.15%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.87%

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%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

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

EQUITY

Very High

23.68%

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

EQUITY

Very High

22.01%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

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

EQUITY

Very High

19.06%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

30.18%

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

EQUITY

Very High

25.77%

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

EQUITY

Very High

25.14%

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

EQUITY

Very High

24.80%

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

EQUITY

Very High

24.80%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

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

EQUITY

Very High

22.96%

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

EQUITY

Very High

22.57%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.18%

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

EQUITY

Very High

18.56%

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