Sundaram Mid Cap - Direct Plan - Growth Option

Sundaram Mid Cap - Direct Plan - Growth Option

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Equity
Direct
Mid-Cap
NAV: ₹ 1284.86 as on 17-05-2024

About the Fund

Sundaram Mid Cap - Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ratish Varier. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Mid Cap - Direct Plan - Growth Option has ₹10732 Cr worth of assets under management (AUM) as on Apr 2024 and is more than category average.
  2. The fund has an expense ratio 0.9.
Fund Performance
zero opening, trading, fund transfer fee
2385 people have invested ₹ 2.3Cr in Sundaram Mid Cap - Direct Plan - Growth Option in the last three months

Overview

Expense ratio
Expense ratio
0.87%
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹10732 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
44.84%

Sundaram Mid Cap - Direct Plan - Growth Option Distribution as on (30-Apr-24)

  • Equity 95.3%

  • Debt & Cash 4.7%

Size breakup

Mid cap
71.5%
Large cap
13%
Small cap
10.7%
Sector Allocation

Apr'24

Mar'24

Feb'24

Industrial
23%
Financial Services
22.8%
Consumer Cyclical
17.8%
Health
11.8%
Basic Materials
8.1%
Tech
5.9%
Utilities
3.2%
Consumer Defensive
2.2%
Real Estate
2.2%
Communication
1.6%
Energy
1.4%

Top Holdings of Sundaram Mid Cap - Direct Plan - Growth Option as on (30-Apr-24)

  • Equity

  • Debt & Cash

Equity Holdings74
Debt Holdings1

Monthly Changes Updates

All changes are between Feb'24 and Apr'24
Fund Performance
Apr'24
Mar'24
Feb'24
Fund Returns
4.99%
0.54%
1.82%
Nifty Midcap 150
4.47%
-1.16%
0.27%
  • This fund’s returns stands at 4.99% whereas the fund’s underlying benchmark Nifty Midcap 150 returns stands at 4.47% as on Apr'24
  • This fund outperformed Nifty Midcap 150 by 0.52% in Apr'24
AUM Change
Parameters
Apr'24
Mar'24
Feb'24
AUM
₹ 10.7K Cr
₹ 10.3K Cr
₹ 10.3K Cr
  • AUM of the fund stands at 10.7K Cr as of Apr'24
  • AUM increased by 470 Cr between Apr'24 and Mar'24
Fund Portfolio Changes

Mutual Fund Insights

Insights icon
In the last 3 years, Motilal Oswal Midcap Direct Growth has given 38.45% return, outperforming this fund by 10.16% per annum.
Insights icon
Over the last 6 months, this fund has experienced a 26.6% growth in AUM moving from 8.47K Cr to 10.73K Cr.
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This fund expense ratio is slightly on the lower side within the category (mid-cap). Its expense ratio is 0.87% which is lower than the category average expense ratio of 1.16%.
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In the last 5 years, Quant Mid Cap Fund Growth Option Direct Plan has given 37.44% return, outperforming this fund by 14.85% per annum.
Insights icon
In the last 1 year, Quant Mid Cap Fund Growth Option Direct Plan has given 77.86% return, outperforming this fund by 20.6%.

INDmoney Rank

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IND ranking is not available for this fund.

Pros

3Y returns in the top 25% of the category
Beats FD returns for both 3Y & 5Y duration

Cons

No bad points found for this fund.

Fund Manager

S. Bharath
S. Bharath
Fund Manager of Sundaram Mid Cap - Direct Plan - Growth Option, since 24 February 2021
Ratish Varier
Ratish Varier
Fund Manager of Sundaram Mid Cap - Direct Plan - Growth Option, since 24 February 2021

Sundaram Mid Cap - Direct Plan - Growth Option Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 19.28% since inception which is less than its category average return of 19.55%
Fund Allocations

Fund Allocations

This fund has an allocation of 95.32% in Equity, 0% in Debt and 4.67% in Cash related instruments
AUM size ₹10732 Cr

AUM size ₹10732 Cr

This fund has AUM of ₹10732 Cr which is more than its category average of ₹ 7818 Cr
Expense Ratio 0.87%

Expense Ratio 0.87%

This fund has an expense ratio of 0.87% which is less than its category average expense ratio of 1.39%

Frequently Asked Questions

The current NAV of Sundaram Mid Cap - Direct Plan - Growth Option is ₹1284.86 as on 17-May-2024.
Existing (Absolute + CAGR) as on 17-May-2024.
Sundaram Mid Cap - Direct Plan - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
6.46%
6.46%
6 Month Returns
25.21%
25.21%
1 Year Returns
57.26%
57.26%
3 Years Returns
111.17%
28.3%
5 Years Returns
176.95%
22.6%
With INDmoney, the process of investing is very simple and involves zero commission.
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  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.87% as on April 2024
₹10732 Cr as on April 2024
Cummins India Ltd(3.8%), The Federal Bank Ltd(3.22%), Kalyan Jewellers India Ltd(3.22%), Tube Investments of India Ltd Ordinary Shares(3.19%), Trent Ltd(3.17%) as on April 2024
Industrial(21.97%), Financial Services(21.73%), Consumer Cyclical(16.92%) as on April 2024
The alpha ratio for the Sundaram Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Mid Cap - Direct Plan - Growth Option
4.96
1.64
-2.4
As on April 2024
The alpha for Sundaram Mid Cap - Direct Plan - Growth Option is calculated against S&P BSE Midcap TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Mid Cap - Direct Plan - Growth Option
0.85
0.87
0.93
As on April 2024
The Beta for Sundaram Mid Cap - Direct Plan - Growth Option is calculated with S&P BSE Midcap TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Mid Cap - Direct Plan - Growth Option
3.49
1.48
0.8
As on April 2024
The sharpe ratio for Sundaram Mid Cap - Direct Plan - Growth Option is calculated with S&P BSE Midcap TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Mid Cap - Direct Plan - Growth Option for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Mid Cap - Direct Plan - Growth Option
11.44
13.47
20.92
As on April 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 3.3 as on April 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
S. Bharath, Ratish Varier are the fund managers of Sundaram Mid Cap - Direct Plan - Growth Option
The Exit load of Sundaram Mid Cap - Direct Plan - Growth Option is 1%