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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 Midcap 150 TRI
Expense Ratio: 1.79% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,163.8 Cr As on (31-01-2025)
Turn over: 40
NAV as on Mon Mar 10 00:00:00 IST 2025

1160.9525

-14.69 (-1.2655%)

CAGR Since Inception

23.42%

NIFTY Midcap 150 TRI 16.97%

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 10-03-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 5.22 20.32 21.64 13.29 23.42
NIFTY MIDCAP 150 TRI 0.72 20.35 26.06 16.13 16.97
Equity: Mid Cap 3.78 18.02 23.05 14.11 17.4

Yearly Performance (%)

Fund Managers

Bharath S., 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 0.76 0.11 0.95 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Growth

Period
Data as on - 10-03-2025
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 5.22 26.61 20.32 21.64 13.29
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 13.92 32.04 27.66 27.51 16.01
Invesco India Midcap Fund - Growth Option 19-04-2007 11.9 28.53 20.7 23.35 15.05
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 8.81 27.66 21.15 26.33 15.76
Franklin India Prima Fund-Growth 01-12-1993 8.36 25.73 20.05 21.58 13.42
Kotak Emerging Equity Scheme - Growth 30-03-2007 8.23 21.37 18.03 23.49 15.66
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 7.7 28.67 0.0 0.0 0.0
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 7.27 25.68 16.95 20.27 0.0
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 7.14 21.24 14.33 19.72 14.15
JM Midcap Fund (Regular) - Growth 21-11-2022 6.3 27.71 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth

Asset Allocation (%)