Sundaram Mid Cap - Direct Plan - Growth Option
Sundaram Mid Cap - Direct Plan - Growth Option

Sundaram Mid Cap - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Mid-Cap

NAV: ₹ 758.5 as on 24-11-2021

INDmoney RANK
21
/21
among Mid-Cap Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
19%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
24%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
37%
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 a NAV of 758.4559 as on 29-Nov-2021.

2) Sundaram Mid Cap - Direct Plan - Growth Option has 6916 Cr worth of assets under management (AUM) as on 29-Nov-2021 and is more than category average.

3) The fund has an expense ratio 1.15 %.

Fund Overview

Expense ratio
Expense ratio
1.15%
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹6916 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
63.46%

Fund Distribution

  • Equity 97.9%
  • Debt & Cash 2.1%
Size breakup
Mid cap
51.3%
Large cap
47.74%
Small cap
0.96%
Sector Allocation
Financial Services21.6%
Industrial19.3%
Cyclical18.2%
Basic Materials13.9%
Tech9.6%
Health8.7%
Defensive4%
Utilities2.9%
Real Estate0.9%
Communication0.7%
Energy0.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings5
MindTree Ltd
MindTree Ltd
4%
Grindwell Norton Ltd
Grindwell Norton Ltd
3.1%
Cholamandalam Investment and Finance Co Ltd
Cholamandalam Investment and Finance Co Ltd
2.9%
Max Financial Services Ltd
Max Financial Services Ltd
2.8%
Apollo Hospitals Enterprise Ltd
Apollo Hospitals Enterprise Ltd
2.6%
Ramco Cements Ltd
Ramco Cements Ltd
2.6%
Schaeffler India Ltd
Schaeffler India Ltd
2.5%
Voltas Ltd
Voltas Ltd
2.4%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 18.1% since inception which is less than its category average return of 19.24%
Fund Allocations

Fund Allocations

This fund has an allocation of 97.9% in Equity, 0% in Debt and 2.1% in Cash related instruments
AUM size ₹6916 Cr

AUM size ₹6916 Cr

This fund has AUM of ₹6916 Cr which is more than its category average of ₹ 4341 Cr
Expense Ratio 1.15%

Expense Ratio 1.15%

This fund has an expense ratio of 1.15% which is less than its category average expense ratio of 1.57%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

What are the average returns of Sundaram Mid Cap - Direct Plan - Growth Option Fund ?

What is the current NAV of Sundaram Mid Cap - Direct Plan - Growth Option Fund?

How do I invest in Sundaram Mid Cap - Direct Plan - Growth Option Fund?

What is the expense ratio of Sundaram Mid Cap - Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of Sundaram Mid Cap - Direct Plan - Growth Option fund ?

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