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

Sundaram Mid Cap - Direct Plan - Growth Option

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Equity
Direct
Mid-Cap

NAV: ₹ 818.8 as on 08-12-2022

Fund Performance
zero opening, trading, fund transfer fee
1300 people have invested ₹ 82.1L in mutual fund in the last three months

INDmoney Rank

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

Fund Performance

Return
1M
3M
6M
1Y
3Y
5Y
This Fund
1%
0.1%
19.6%
8.8%
20.3%
8.8%
Benchmark
0.8%
17%
5.1%
25.4%
11.9%
12.2%
Category
0.3%
1%
15.6%
6.4%
24.1%
12%
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 818.7646 as on 08-12-2022.

2) Sundaram Mid Cap - Direct Plan - Growth Option has 7474 Cr worth of assets under management (AUM) as on 31-10-2022 and is more than category average.

3) The fund has an expense ratio 0.9 %.

Fund Overview

Expense ratio
Expense ratio
0.9%
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹7474 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
37.18%

Fund Distribution

  • Equity 98%
  • Debt & Cash 2%
Size breakup
Mid cap
65.2%
Large cap
22.1%
Small cap
9%

Sector Allocation

Oct'22

Sep'22

Aug'22

Financial Services

24.5%

Consumer Cyclical

24.1%

Industrial

15.2%

Basic Materials

11.9%

Health

7.6%

Consumer Defensive

6.2%

Tech

4.7%

Utilities

2.2%

Real Estate

1.5%

Communication

1.4%

Energy

0.7%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings67
Equity Holdings65
Debt Holdings2

What changed

in last one month
  • Scheme
  • Portfolio
AUM increased by 59.6 Cr in last 1M
Oct'22 return underperformed benchmark

Change in AUM

Oct'22
₹ 7.5K Cr
Sep'22
₹ 7.4K Cr
Aug'22
₹ 7.5K Cr

Fund Returns vs Benchmark

Oct'22
1.17%
2.90%
Sep'22
-0.89%
-2.04%
Aug'22
6.08%
4.42%
Fund Return
Benchmark Return

Concentration Analysis

Fund
Oct'22
Oct'22
Aug'22
No of Holdings
67
66
67
Top 5 Company Concentration
15.2%
15.5%
15.9%
Company having highest exposure
The Federal Bank Ltd (3.4%)
Schaeffler India Ltd (3.8%)
Schaeffler India Ltd (4%)
No of Sectors
12
12
12
Top 5 Sectors Concentration
80.1%
79.9%
81.7%
Sector having highest exposure
Financial Services (23.6%)
Consumer Cyclical (24%)
Consumer Cyclical (23.5%)

Fund Manager

S. Bharath

S. Bharath

Managing this fund since 24 February 2021

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Sundaram Mid Cap - Direct Plan - Growth Option
19.95%
24.32%
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
10.96%
11.78%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
16.95%
15.45%
Ratish Varier

Ratish Varier

Managing this fund since 24 February 2021

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Sundaram Multi Cap Fund-Direct Plan - Option
20.99%
21.27%
Sundaram Mid Cap - Direct Plan - Growth Option
19.95%
24.32%
Sundaram Consumption Fund Direct Plan - Growth Option
16.22%
--

AMC details

Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Phone
+914428583362/3367
Fund House
Sundaram Asset Management Company Ltd

Fund Highlights

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 16.94% since inception which is more than its category average return of 14.96%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.02% in Equity, 0% in Debt and 1.98% in Cash related instruments
AUM size ₹7474 Cr

AUM size ₹7474 Cr

This fund has AUM of ₹7474 Cr which is more than its category average of ₹ 4606 Cr
Expense Ratio 0.9%

Expense Ratio 0.9%

This fund has an expense ratio of 0.9% which is less than its category average expense ratio of 1.52%

Frequently Asked Questions

The current NAV of Sundaram Mid Cap - Direct Plan - Growth Option is 821.79.
Existing (Absolute + CAGR)
Sundaram Mid Cap - Direct Plan - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
1.99%
1.99%
6 Month Returns
18.61%
18.61%
1 Year Returns
10.4%
10.4%
3 Years Returns
72.92%
20.03%
5 Years Returns
54.71%
9.12%
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0.9 as on November 2022
7473 Cr as on November 2022
The Federal Bank Ltd(3.42%),Schaeffler India Ltd(3.29%),Axis Bank Ltd(2.97%),Trent Ltd(2.78%),Varun Beverages Ltd(2.77%) as on November 2022
Financial Services(23.6%),Consumer Cyclical(23.21%),Industrial(14.63%) as on November 2022
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
1.7
-3.83
-3.44
As on month end.
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
0.88
0.93
0.92
As on month end.
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
0.39
0.68
0.26
As on month end.
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
16.59
24.74
21.97
As on month end.
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.
0.91
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%

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.