Sundaram Mid Cap Fund
 
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Fund Manager Name
S Krishnakumar
Inception/Allotment Date
Jul 30, 2002
Benchmark
S&P BSE Midcap Index
Minimum Investment Amount (Rs.)
5000.00
SIP Allowed
Yes
Average AUM (Cr. Rs.)
5809.00
Scheme Type
Mid Cap
Expense Ratio (Direct)
1.19
Expense Ratio (Regular)
1.95
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Fund Family
Fund Manager
S Krishnakumar
Inception Date
Jul 30, 2002
Benchmark
S&P BSE Midcap Index
Minimum Investment
Rs. 5000.00
SIP Allowed
Yes
Average AUM
5809.00 (Cr. Rs.)
Scheme Type
Mid Cap
Expense Ratio (D)
1.19
Expense Ratio (R)
1.95
CompanyQuantityMarket Value
TATA CONSUMER PRODUCTS LTD 6318818 2609987774.9
TRENT LTD. 4132075 2565605367.5
The Ramco Cements Limited 3314880 2176218720
HONEYWELL AUTOMATION INDIA LTD. 64124 1821634592
WHIRLPOOL OF INDIA LTD. 755000 1654658000
Varun Beverages Ltd 2048206 1396978902.3
ICICI Securities Ltd 2470153 1301523615.7
TIMKEN INDIA LTD. 1221143 1267912776.9
WABCO INDIA LTD. 181075 1254297471.25
CUMMINS INDIA LTD. 2996356 1139364369
INDRAPRASTHA GAS LTD. 2800000 1131620000
SUNDARAM-CLAYTON LTD. 690850 1100731305
APOLLO HOSPITALS ENTERPRISE LTD. 722866 1059179406.5
Schaeffler India Ltd 300000 1058835000
COROMANDEL INTERNATIONAL LTD. 1374018 1039719420.6
NATCO PHARMA LTD. 1525613 1017278748.4
KANSAI NEROLAC PAINTS LTD. 2132143 947844170.65
LUPIN LTD. 1067605 915097625.75
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Fund Performance
Sundaram Mid Cap Fund - Direct Plan - Dividend Option
5 Years
-3.85 %
3 Years
-13.22 %
1 Year
-16.92 %
6 Months
-24.16 %
3 Months
13.01 %
1 Month
6.00 %

 

CHARTS
Sundaram Mid Cap Fund - Direct Plan - Growth Option
5 Years
2.97 %
3 Years
-5.80 %
1 Year
-12.59 %
6 Months
-21.97 %
3 Months
13.01 %
1 Month
6.00 %

 

CHARTS
Sundaram Mid Cap Fund-Dividend
5 Years
-4.68 %
3 Years
-14.18 %
1 Year
-17.79 %
6 Months
-24.79 %
3 Months
12.83 %
1 Month
5.94 %

 

CHARTS
Sundaram Mid Cap Fund-Growth
5 Years
2.33 %
3 Years
-6.53 %
1 Year
-13.27 %
6 Months
-22.46 %
3 Months
12.83 %
1 Month
5.94 %

 

CHARTS
12

 

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