• right-arrow
  • Mutual Funds
    right-arrow
  • Sundaram Mutual Fund
    right-arrow
  • Sundaram Mid Cap fund (Growth)

Formerly Sundaram Sel Mid Cap Gr

Sundaram Mutual Fund

Sundaram Mid Cap fund (Growth)

EquityMid Cap

716.6291

NAV (Oct 21)

10.8%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in mid cap.

Click here to see our recommendations.

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 ->

Track Record

19 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

7,008 Cr. Category leader in size

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

716.6291

NAV (Oct 21)

Fund Returns

Last 1Y
66.4%
Last 3Y
18.5%
Last 5Y
10.8%
Last 10Y
17.7%
Since Inception
24.9%
6 Month CAGR
28.6%
info-icon-blue

Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.89
Launched (19y ago)
Jul 30, 2002
AUM in Crores
7007.288
ISIN
INF903J01173
Lock-in
No Lock-in
Benchmark
IISL NIFTY Midcap 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Ratish Varier

Fund Manager

user-avatar

S. Bharath

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Sundaram Mid Cap fund (G)

    About Sundaram Mid Cap fund (G)

    Sundaram Mid Cap fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 24.9% over a period of 19 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, S. Bharath

    Sundaram Mid Cap fund (G) Investment Objective

    The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Mid Cap fund (G) NAV,AUM,Risk

    The Sundaram Mid Cap fund (G) fund was launched on Jul 30, 2002. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-10-21 is ₹716.63. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹7007.288. The category risk of the Sundaram Mid Cap fund (G) fund is Very High Risk. The fund charges 1.89 % as expense ratio.

    Sundaram Mid Cap fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.2% in this asset class. The top three holdings of the fund are , mindtree ltd , grindwell norton ltd , max financial services ltd , cummins india ltd , apollo hospitals enterprise ltd , schaeffler india ltd , cholamandalam investment and finance co ltd , jubilant foodworks ltd , srf ltd , voltas ltd , ramco cements ltd , navin fluorine international ltd , pi industries ltd , varun beverages ltd , ipca laboratories ltd , emami ltd , crompton greaves consumer electricals ltd , au small finance bank ltd , trent ltd , axis bank ltd , bharat electronics ltd , natco pharma ltd , page industries ltd , quess corp ltd , gland pharma ltd , the federal bank ltd , jindal steel & power ltd , icici securities ltd , indraprastha gas ltd , shriram transport finance co ltd , container corporation of india ltd , mrf ltd , l&t technology services ltd , bharat forge ltd , bank of baroda , ashok leyland ltd , indian railway catering and tourism corp ltd , hcl technologies ltd , honeywell automation india ltd , city union bank ltd , dixon technologies (india) ltd , aarti industries ltd , sundaram clayton ltd , coromandel international ltd , kalyan jewellers india ltd , whirlpool of india ltd , mahindra holidays & resorts india ltd , aavas financiers ltd , mphasis ltd , zomato ltd , lic housing finance ltd , godrej properties ltd , bajaj finserv ltd , gujarat state petronet ltd , dalmia bharat ltd , tata consumer products ltd , tube investments of india ltd ordinary shares , treps , laurus labs ltd , zee entertainment enterprises ltd , minda industries ltd , aditya birla fashion and retail ltd , cash and other net current assets , tata power co ltd

    Sundaram Mid Cap fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Sundaram Mid Cap fund (G) Investment volatility and Horizon

    This fund 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 100 TR INR

    Sundaram Mid Cap fund (G) Review

    Sundaram Mid Cap fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Mid Cap fund (G) has a score of 5 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.