Sundaram Mid Cap Fund Regular Plan Growth Adjusted

1152.66
NAV (Apr 30,2024)

The Sundaram Mid Cap Fund - Regular Plan - Growth (Adjusted) is a mutual fund that aims to provide growth opportunities to investors by investing in mid-cap companies. With an expense ratio of 1.79%, this fund has a price-to-earnings ratio (PE) of 50.04 and a price-to-book ratio (PB) of 8.21. The scheme's assets under management (AUM) are INR 9,880.34 crore, and the minimum investment required is INR 100. There is no lock-in period, and the fund was established on July 30, 2002.

Sundaram Mid Cap Fund Regular Plan Growth Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Mid Cap Fund Regular Plan Growth Adjusted 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

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.76%

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 May 02, 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 %)

15,603.73 (56.04%)20,147.48 (101.47%)25,259.17 (152.59%)10,857.6 (8.58%)12,977.04 (29.77%)
46,811.19 (56.04%)60,442.44 (101.47%)75,777.51 (152.59%)32,572.8 (8.58%)38,931.12 (29.77%)
78,018.65 (56.04%)1,00,737.4 (101.47%)1,26,295.85 (152.59%)54,288 (8.58%)64,885.2 (29.77%)
1,24,829.84 (56.04%)1,61,179.84 (101.47%)2,02,073.36 (152.59%)86,860.8 (8.58%)1,03,816.32 (29.77%)
1,56,037.3 (56.04%)2,01,474.8 (101.47%)2,52,591.7 (152.59%)1,08,576 (8.58%)1,29,770.4 (29.77%)

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)

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

EQUITY

Very High

32.59%

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

EQUITY

Very High

28.19%

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

EQUITY

Very High

24.47%

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

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

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

EQUITY

Very High

21.24%

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

EQUITY

Very High

20.01%

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

EQUITY

Very High

19.28%

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

EQUITY

Very High

18.47%

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

EQUITY

Very High

14.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

60.05%

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

EQUITY

Very High

59.73%

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

EQUITY

Very High

57.05%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

54.40%

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

EQUITY

Very High

50.94%

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

EQUITY

Very High

44.66%

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

EQUITY

Very High

42.78%

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

31.43%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

30.15%

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%

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

EQUITY

Very High

24.05%

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

EQUITY

Very High

23.12%

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

19.58%

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

EQUITY

Very High

19.57%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

32.18%

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%

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

EQUITY

Very High

24.80%

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

EQUITY

Very High

24.54%

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

EQUITY

Very High

22.96%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.69%

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

EQUITY

Very High

21.29%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

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

EQUITY

Very High

18.56%

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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