• 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

709.3948

NAV (Mar 17)

7.2%
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

Satisfactory

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

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

709.3948

NAV (Mar 17)

Fund Returns

Last 1Y

3.4%

Last 3Y

23.4%

Last 5Y

7.2%

Last 10Y

16.2%

Since Inception

22.9%

6 Month CAGR

-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

1.87

Launched (21y ago)

Jul 30, 2002

AUM in Crores

7048.789

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)

21.9

Beta (3yr)

0.94

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.534

Sharpe Ratio (5yr)

0.19

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

AssetReturnsTotal CorpusGainsCAGR
Sundaram Mid Cap fund (Growth)70%871,983 139,3717.2%
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 2023-03-17

Top Stock Holdings

treps

4.2%
4.2%

schaeffler india ltd

3.9%
3.9%

the federal bank ltd

3.7%
3.7%

shriram finance ltd

2.5%
2.5%

persistent systems ltd

2.5%
2.5%
See all holdings

Allocation by Sector

consumer cyclical

24.1%
24.1%

financial services

20.9%
20.9%

industrials

14.2%
14.2%

basic materials

11.4%
11.4%

healthcare

9.2%
9.2%
See all sectors

Compare Sundaram Mid Cap fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,129 cr

₹ 4,641 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,084 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

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

    14.6%

    8.1%

    26.4%

    17.2%

    22.5%

    10.8%

    20.7%

    13.2%

    14.6%

    7.1%

    Sundaram Mid Cap fund (G) Review

    Sundaram Mid Cap fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 22.9% 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 3/17/2023 is ₹709.39 with the total AUM as of 3/20/2023 is ₹7048.789. 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 3.4% 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 instruments 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 1.87% for regular plan.