- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Mid Cap Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1383.9146
NAV (Oct 21)
Fund Returns
Last 1Y | 52.9% |
Last 3Y | 23.2% |
Last 5Y | 25.9% |
Last 10Y | 18% |
Since Inception | 24.9% |
6 Month CAGR | 26.1% |
Scheme Information
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.
Expense Ratio | 1.74% |
Launched 22Y ago | 2002-07-30 |
AUM in Crores | 13129.3 |
ISIN | INF903J01173 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 1.4 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Mid Cap Fund (G) | 14,33,459 | 7,00,847 | 25.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
4.3%Kalyan Jewellers India Ltd.
3.86%Cummins India Ltd.
3.83%The Federal Bank Ltd.
3.23%Tube Investments Of India Ltd.
3.22%Allocation by Sector
Financial
16.99%Services
13.52%Healthcare
10.98%Automobile
9.91%Capital Goods
9.82%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.3% | 22.1% | ||
16.4% | 15.1% | ||
10.2% | 8.5% | ||
5.7% | 5% | ||
15.5% | 12% |
Sundaram Mid Cap Fund (G) Review
Sundaram Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 24.94% over 22 years. The fund has grown over a period of 22 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Ratish Varier.
Nav of Sundaram Mid Cap Fund (G) as of 10/21/2024 is ₹1383.91 with the total AUM as of 10/22/2024 is ₹13129.32. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Mid Cap Fund (G) was launched on 2002-07-30. The category risk of the fund is Average.
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 NIFTY Midcap 150 Total Return Index.
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)?
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?
According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your 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 1.74% for regular plan.
What is the NAV of Sundaram Mid Cap Fund (G)?
Today's Sundaram Mid Cap Fund (G) NAV is ₹1383.91.