• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Mid Cap fund (Growth)

Formerly Sundaram Sel Mid Cap Gr

Sundaram Mutual Fund

Sundaram Mid Cap fund (Growth)

EquityMid Cap

756.8089

NAV (Nov 30)

7.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

756.8089

NAV (Nov 30)

Fund Returns

Last 1Y

8.5%

Last 3Y

17.8%

Last 5Y

7.3%

Last 10Y

16.2%

Since Inception

23.7%

6 Month CAGR

16.7%

Scheme Information

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

Expense Ratio

1.84

Launched (20y ago)

Jul 30, 2002

AUM in Crores

7472.626

ISIN

INF903J01173

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.7

Standard Deviation (5yr)

22

Beta (3yr)

0.93

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.644

Sharpe Ratio (5yr)

0.247

YTM

0

Fund Managers

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Ratish Varier

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-30

Top Stock Holdings

the federal bank ltd

3.4%
3.4%

schaeffler india ltd

3.3%
3.3%

axis bank ltd

3%
3%

varun beverages ltd

2.8%
2.8%

trent ltd

2.8%
2.8%
See all holdings

Allocation by Sector

financial services

23.6%
23.6%

consumer cyclical

23.2%
23.2%

industrials

14.6%
14.6%

basic materials

11.4%
11.4%

healthcare

7.3%
7.3%
See all sectors

Compare Sundaram Mid Cap fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.5%

    8.4%

    13.5%

    11.7%

    12.1%

    14%

    12%

    7.3%

    11.7%

    13.7%

    Sundaram Mid Cap fund (G) Review

    Sundaram Mid Cap fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 23.7% over a period of 20 years. The fund was previously known as Sundaram Sel Mid Cap Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, Rohit Seksaria, S. Bharath.

    Nav of Sundaram Mid Cap fund (G) as of 11/30/2022 is ₹756.81 with the total AUM as of 12/1/2022 is ₹7472.626. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Mid Cap fund (G) was launched on Jul 30, 2002. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Mid Cap fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Mid Cap fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

    Sundaram Mid Cap fund (G) is rated as a 1 fund in Equity and delivered 8.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Mid Cap fund (G).

    Frequently Asked Questions

    What is Sundaram Mid Cap fund (G)?

    Sundaram Mid Cap fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Mid Cap fund (G)?

    You can invest in Sundaram Mid Cap fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Mid Cap fund (G)?

    The minimum sip amount for Sundaram Mid Cap fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Mid Cap fund (G) good to invest in?

    As per Scripbox experts, Sundaram Mid Cap fund (G) is a Not Recommended fund. You can investSundaram Mid Cap fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Mid Cap fund (G)?

    The expense ratio of the Sundaram Mid Cap fund (G) is 1.84% for regular plan.