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Previously called: Sundaram Select Midcap Direct-G

NAV as of ( Sep 09, 2022 )

822.58 0.58 % 1-D Change

17.39% p.a.

You get upto 0.95% extra returns

ET Money's Fund Report Card - Sundaram Mid Cap Fund

ET Money Rank

19

Out of 20

ranking
Performance Quality info

Poor drop-arrow

Generated returns consistently

2/5

Increased returns for each unit of additional risk info

1/5

Downside Protection info

Poor drop-arrow

Controlled losses during market corrections

1/5

Delivered returns without frequent ups and downs

2/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
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Scheme Details

ET Money Rank 19 Out of 20
VRO Rating 1
Expense ratio 0.9%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 7,156 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark Nifty Midcap 150 TRI
Min. Investment

SIP 100  &

Lumpsum 100

About Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from Sundaram Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Sundaram Mid Cap Fund Direct-Growth has ₹7,156 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.9%, which is higher than what most other Mid Cap funds charge.
  • Sundaram Mid Cap Fund Direct-Growth returns of last 1-year are 10.49%. Since launch, it has delivered 17.55% average annual returns. The fund has doubled the money invested in it every 3 yrs.
  • Sundaram Mid Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is low.
  • The fund has the majority of its money invested in Financial, Capital Goods, Automobile, Healthcare, Services sectors. It has taken less exposure in Financial, Capital Goods sectors compared to other funds in the category.
  • The fund's top 5 holdings are in Schaeffler India Ltd., Federal Bank Ltd., Navin Fluorine International Ltd., SRF Ltd., Page Industries Ltd..
.....
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Total value Profit
This fund
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2022
Allocation by Market Cap

Large Cap 24.33%

Mid Cap 64.41%

Small Cap 9.03%

Other Cap -0%

Allocation by Sector

Financial 23.94%

Capital Goods 10.29%

Automobile 9.74%

Healthcare 8.45%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Net Current Assets 1.51%

Repo 1.14%

Cash Margin 0.22%

Other Holdings

Others 0.22%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with mid cap Funds

as on Sep 12, 2022
Average
4.22%
4.96 % p.a
This fund

Lowest
1.76%

Highest
8.07%
Pick time period to see return
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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 4.96% 4.22% 5 / 28
3 months 23.53% 19.72% 2 / 27
6 months 15.12% 13.34% 5 / 25
1 year 9.56% 9.73% 12 / 23
3 years 23.16% 28.83% 18 / 21
5 years 10.05% 14.92% 18 / 19

Know in detail about the returns of this fund See detailed Return Analysis

Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Sundaram Mid Cap Fund

EQUITY MID CAP

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

  • Std. Dev : 24.65
  • Alpha : -4.46
  • Beta : 0.96
  • Sharpe : 0.83
  • Sortino : 0.8
  • Profile

    S Bharath

    Mr. Bharath is a B Com (H), MBA and ICWA.

    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

  • Profile

    Ratish Varier

    Mr. Varier is a B.Com. & MBA (Finance)

    Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Sundaram Mutual Fund

Sundaram Mutual Fund

# SCHEMES

27

See all schemes

TOTAL AUM:

₹39,954 Crs

As on Jun 30, 2022

  • Phone: 1860-425-7237
  • Address: Sundaram Towers, 2nd Floor,
    46, Whites Road,
    Royapettah
    Chennai, 600014

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Frequently asked questions

How are the returns of Sundaram Mid Cap Fund ?

The Sundaram Mid Cap Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 17.39% since inception.

Sundaram Mid Cap Fund Returns

1-Year 3-Year 5-Year Since Inception
9.56% 23.16% 10.05% 17.39%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Mid Cap Fund for Sep 09, 2022 is 822.58 .

Sundaram Mid Cap Fund has an ET Money Rank of # 19 of 20 and a consistency rating of 2 .

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Sundaram Mid Cap Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Mid Cap Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Mid Cap Fund is 0.9%.  .

Redeeming your investments in Sundaram Mid Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Mid Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Mid Cap Fund is ₹7,156 Crs.

The Sundaram Mid Cap Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
Schaeffler India Ltd. 4.16%
Federal Bank Ltd. 2.88%
Navin Fluorine International Ltd. 2.86%
SRF Ltd. 2.82%
Page Industries Ltd. 2.8%
Varun Beverages Ltd. 2.75%
Grindwell Norton Ltd. 2.56%
Axis Bank Ltd. 2.48%
Bharat Electronics Ltd. 2.46%
Cholamandalam Investment & Finance Co. Ltd. 2.43%

The Sundaram Mid Cap Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 23.94%
Capital Goods 10.29%
Automobile 9.74%
Healthcare 8.45%
Services 6.45%
Chemicals 6.06%
Consumer Discretionary 5.94%
Consumer Staples 5.37%
Technology 5.06%
Metals & Mining 4.29%
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