Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | - |
INDMoney rank | - | 6/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 12596 Cr | 57375 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.93% | 0.37% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 79 | 64 | ||
Top 5 Holdings | Coromandel International Ltd (3.66%) Cummins India Ltd (3.64%) Kalyan Jewellers India Ltd (2.84%) Fortis Healthcare Ltd (2.64%) GE Vernova T&D India Ltd (2.55%) | Fortis Healthcare Ltd (3.69%) GE Vernova T&D India Ltd (3.61%) Dixon Technologies (India) Ltd (3.24%) Mphasis Ltd (3.21%) Ipca Laboratories Ltd (3.06%) | ||
No of Sectors | 13 | 12 | ||
Top 3 Sectors | Financial Services (20.4%) Consumer Cyclical (18.95%) Industrial (15.1%) | Consumer Cyclical (20.07%) Industrial (15.82%) Tech (14.74%) | ||
Equity % | 94.51% | 97.96% | ||
Debt % | - | - | ||
P/E | 29.89 | 30.37 | ||
P/B | 4.34 | 4.92 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.1% | 0.06% | ||
3-Month Return | 1.62% | 4.2% | ||
6-Month Return | 20.11% | 24.2% | ||
1-Year Return | -0.12% | 2.13% | ||
3-Year Return | 23.59% | 22.33% | ||
5-Year Return | 26.33% | 27.99% |
Sharpe | 1.18 | 1.11 | ||
Alpha | 1.84 | 1.49 | ||
Beta | 0.94 | 0.89 | ||
Standard Deviation | 15.13 | 15.11 | ||
Information Ratio | 0.3 | -0.05 |
Description | Sundaram Mid Cap - Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | S. Bharath,Ratish Varier | Atul Bhole |