Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

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Category: Equity: Mid Cap
Launch Date: 01-07-2002
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.76% As on (31-03-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 10,269.46 Cr As on (31-03-2024)
Turn over: 44
NAV as on 16-04-2024

1116.9781

-0.7 (-0.0624%)

CAGR Since Inception

24.28%

NIFTY Midcap 150 TRI 17.9%

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 16-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 53.36 25.5 19.04 18.95 24.28
NIFTY MIDCAP 150 TRI 57.69 28.19 24.03 21.68 17.9
Equity: Mid Cap 50.25 24.51 21.65 20.03 20.63

Yearly Performance (%)

Nav Movement

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)

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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 13.41 1.31 0.28 0.9 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Growth

Period
Data as on - 16-04-2024
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 53.36 25.2 25.5 19.04 18.95
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 66.84 29.06 35.08 30.18 20.18
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 63.02 29.53 22.91 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 61.04 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 60.3 26.33 28.11 24.44 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 59.56 30.46 36.05 25.87 22.48
HSBC Midcap Fund - Regular Growth 09-08-2004 57.21 25.14 22.66 18.94 20.58
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 56.07 30.31 29.61 23.36 21.34
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 55.79 26.9 29.17 24.08 20.4
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 54.73 23.97 24.49 21.86 20.86

PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300