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NAV as of ( Sep 09, 2022 )
₹ 822.58 0.58 % 1-D Change
You get upto 0.95% extra returns
ET Money Rank
Out of 20
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||19 Out of 20|
|Expense ratio||0.9% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 7,156 Crs|
|Age||9 yrs 8 m Since Jan 01, 2013|
|Benchmark||Nifty Midcap 150 TRI|
SIP ₹ 100 &
Lumpsum ₹ 100
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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.
Large Cap 24.33%
Mid Cap 64.41%
Small Cap 9.03%
Other Cap -0%
Capital Goods 10.29%
Bifurcation by Holding is not available for this fund
Bifurcation by Credit Quality is not available for this fund
Net Current Assets 1.51%
Cash Margin 0.22%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Quant Mid Cap Fund||22.05%|
|PGIM India Midcap Opportunities Fund||21.31%|
|Axis Midcap Fund||18.74%|
|Edelweiss Mid Cap Fund||17.15%|
|Kotak Emerging Equity Fund||17.09%|
|Invesco India Mid Cap Fund||16.36%|
|UTI Mid Cap Fund||14.41%|
|Aditya Birla Sun Life Mid Cap Fund||9.83%|
|L&T Midcap Fund||10.15%|
|Sundaram Mid Cap Fund||10.05%|
|Tata Midcap Growth Fund||14.23%|
Sign-up for free to compare fund with mid cap funds
|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
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
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.
Mr. Bharath is a B Com (H), MBA and ICWA.
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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.
As on Jun 30, 2022
The Sundaram Mid Cap Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 17.39% since inception.
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 -
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%|
|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|
|Metals & Mining||4.29%|