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  • Mutual Funds
  • Sundaram Asset Management Company Ltd
  • Sundaram Mid Cap fund (Growth)

Formerly Sundaram Sel Mid Cap Gr

Sundaram Mid Cap fund (Growth)

Sundaram Mid Cap fund (Growth)

EquityMid Cap

567.0667

NAV (Apr 16)

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

6,230 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

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    Historical growth rate of 12% per annum
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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

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Very High Risk

1.92 %

Expense Ratio

Jul 30, 2002

Launched (19y ago)

₹ 6,230

AUM in Crores

INF903J01173

ISIN

No Lock-in

Lock-in

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Ratish Varier

Fund Manager

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S. Bharath

Fund Manager

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S Krishnakumar

Fund Manager

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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.

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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

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Invesco India Growth Opportunities Fund (G)

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Top Ranked

14 Years

Age

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Track Record

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

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Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

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Recommended

Top Ranked

16 Years

Age

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Mirae Asset Tax Saver Fund (G)

Mirae Asset Tax Saver Fund (G)

Tax Saving

Recommended

Top Ranked

6 Years

Age

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UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 33,154 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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,478 Cr

    Fund Size

    9.1%

    3Y returns

    Sundaram Low Duration fund (G)

    Sundaram Low Duration fund (G)

    Low Duration

    Top Ranked

    ₹ 449 Cr

    Fund Size

    3%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,483 Cr

    Fund Size

    5.5%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,483 Cr

    Fund Size

    5.5%

    3Y returns

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,041 Cr

    Fund Size

    8.6%

    3Y returns

    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 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 24.1% 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, S Krishnakumar

    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 as of 2021-04-16 is ₹ 567.0667. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 6229.863. The category risk of the Sundaram Mid Cap fund (G) fund is Very High Risk. The fund charges 1.92 % as expense ratio.

    Sundaram Mid Cap fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 99.0% in this asset class. The top three holdings of the fund are ramco cements ltd,cummins india ltd shs dematerialised and sundaram clayton 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

    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 4 out of 5 based on consistency of performance over various years / tenures.

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