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Sundaram Mid Cap Fund Regular Plan - Growth

Fund House:
Sundaram Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
01-07-2002
ISIN Number:
INF903J01173
Minimum Investment:
100
Minimum SIP:
250
Total Assets: (29-11-2024):
12427.17
Nav (20-12-2024)
1365.239
CAGR Since Inception:
24.58
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
1.73 %
Risko-Meter:
Very High
Exit Load:
W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 1% if redeemed/ SWP/STP within 365 days from the date of allotment. NIL if redeemed /SWP/STP after 365 days from the date of allotment
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Fund Manager
Bharath S., Ratish Varier:
Scheme Objective
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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Sundaram Mid Cap Fund Regular Plan - Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 24.58% 13.95% 21.06%
1 Year 35.63% 12.84% 32.91%
3 Year 26.68% 13.73% 23.47%
5 Year 24.79% 15.28% 26.40%
10 Year 16.35% 12.46% 17.10%
Nav / Index Value as on2024-12-22 12,427.17% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.14
Mutual Funds 2.43
Cash & Cash Equivalents 3.64
Equity 94.07
Company Holding
KALYAN JEWELLERS INDIA LIMITED 3.55
CUMMINS INDIA LIMITED 3.45
THE FEDERAL BANK LIMITED 3.39
TRENT LIMITED 2.83
COROMANDEL INTERNATIONAL LIMITED 2.52
SUNDARAM MUTUAL FUND 2.43
FORTIS HEALTHCARE LIMITED. 2.41
LUPIN LIMITED 2.29
OBEROI REALTY LIMITED 2.24
INDIAN BANK 2.11
FAQ's of Sundaram Mid Cap Fund Regular Plan - Growth
How do I use the SIP Calculator to calculate Sundaram Mutual Fund ?

To calculate the Sundaram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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