Sundaram Mid Cap Fund Regular Plan - Growth
(Erstwhile Sundaram Select Midcap-Growth)
Fund House: Sundaram Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-07-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.76% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 10,269.46 Cr As on (31-03-2024) |
| Turn over: 44% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
1109.1069
-2.78 (-0.2508%)
24.23%
Benchmark: 17.83%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
2 Years 10 Months
3 Years 2 Months
5 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.41 |
| Sharpe Ratio | 1.31 |
| Alpha | 0.28 |
| Beta | 0.9 |
| 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 Regular Plan - Growth | 01-07-2002 | 51.26 | 26.02 | 26.05 | 19.02 | 18.75 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 66.56 | 30.65 | 35.61 | 30.4 | 20.1 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 61.51 | 30.59 | 23.29 | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 61.12 | - | - | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 60.31 | 27.36 | 28.88 | 24.51 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 59.67 | 32.98 | 37.44 | 26.25 | 22.46 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 55.9 | 26.06 | 22.84 | 18.94 | 20.31 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 54.62 | 30.92 | 30.17 | 23.35 | 21.11 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 54.58 | 27.83 | 29.69 | 24.14 | 20.19 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 53.53 | 25.11 | 24.87 | 21.85 | 20.69 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.19%
Others
6.82%
Large Cap
18.07%
Mid Cap
64.93%
