• mf@tradejini.com
  • +91-80-40204020

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: 1.81% As on (31-10-2023)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 8,477.71 Cr As on (31-10-2023)
Turn over: 44
NAV as on Fri Dec 01 00:00:00 IST 2023

989.0598

10.65 (1.0769%)

CAGR Since Inception

24.05%

NIFTY Midcap 150 TRI 17.47%

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 01-12-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 29.62 26.4 17.28 19.58 24.05
NIFTY MIDCAP 150 TRI 33.01 29.96 22.1 21.83 17.47
Equity: Mid Cap 27.27 26.31 20.09 20.24 19.84

Yearly Performance (%)

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 14.96 1.39 -0.97 0.91 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Growth

Period
Data as on - 01-12-2023
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 29.62 19.04 26.4 17.28 19.58
JM Midcap Fund (Regular) - Growth 21-11-2022 38.43 0.0 0.0 0.0 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 34.87 22.48 31.53 23.62 20.49
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 34.4 25.15 30.9 21.94 22.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 34.06 19.83 30.22 21.7 0.0
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 32.04 0.0 0.0 0.0 0.0
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 31.3 17.2 25.72 21.13 21.19
HSBC Midcap Fund - Regular Growth 09-08-2004 31.16 17.4 22.52 16.34 20.88
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 29.68 0.0 0.0 0.0 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 29.49 23.93 33.94 23.58 0.0

PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth

Asset Allocation (%)