Sundaram Mid Cap Fund Regular Plan - Growth

(Erstwhile Sundaram Select Midcap-Growth)

Category: Equity: Mid Cap
Launch Date: 01-07-2002
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.76% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,017.41 Cr As on (31-05-2024)
Turn over: 43
NAV as on 11-06-2024

1233.5853

8.22 (0.6668%)

CAGR Since Inception

24.66%

NIFTY 50 TRI 14.18%

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 11-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 56.5 25.32 21.4 17.56 24.66
NIFTY 50 TRI 26.82 15.13 15.62 13.17 14.18
Equity: Mid Cap 52.54 24.0 24.5 18.79 22.15

Yearly Performance (%)

Nav Movement

Fund Managers

S Bharath, Ratish Varier

Investment 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.

RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Mid Cap Fund Regular Plan - Growth 13.35 1.37 1.05 0.9 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Growth

Period
Data as on - 11-06-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 56.5 38.42 25.32 21.4 17.56
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 74.49 43.17 32.69 34.08 20.74
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 68.69 41.85 22.83 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 67.86 0.0 0.0 0.0 0.0
ICICI Prudential MidCap Fund - Growth 10-10-2004 61.05 37.06 24.1 23.78 18.04
HSBC Midcap Fund - Regular Growth 09-08-2004 60.19 36.89 22.98 21.79 18.87
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 60.1 40.16 26.33 27.0 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 58.85 40.16 28.48 26.96 19.15
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 56.28 46.12 35.22 28.59 21.29
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 56.0 37.88 25.23 24.64 19.43

PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth

Asset Allocation (%)