Sundaram Mid Cap Fund Direct Plan - Growth
(Erstwhile Sundaram Select Mid Cap - Direct Plan - Growth Option)
Fund House: Sundaram Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.86% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 11,898 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 37.2% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 %, if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP. |
1609.7605
13.82 (0.8583%)
18.25%
Benchmark: 17.3%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.63 |
| Sharpe Ratio | 1.07 |
| Alpha | 2.33 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Direct Plan - Growth | 01-01-2013 | 15.96 | 14.09 | 26.23 | 21.61 | 16.66 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 27.7 | 16.73 | 27.3 | 21.12 | 17.81 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 24.57 | 15.78 | 27.87 | 19.78 | 17.88 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 21.27 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 18.58 | 16.05 | 26.69 | - | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 18.47 | 11.08 | 22.0 | 17.95 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.23 | 18.31 | 26.91 | 21.8 | 18.9 |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 17.75 | 12.07 | 22.35 | 18.47 | 16.33 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 16.87 | 12.26 | 21.17 | 18.82 | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 16.87 | 14.48 | 22.6 | 19.41 | 18.22 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
14.35%
Others
4.06%
Large Cap
11.83%
Mid Cap
69.76%
