Sundaram Mid Cap Fund-Reg(G)
Scheme Returns
0.67%
Category Returns
0.81%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram Mid Cap Fund-Reg(G) | -0.21 | 1.58 | 0.67 | 3.00 | 5.76 | 25.05 | 18.89 | 22.06 | 23.58 |
| Equity - Mid Cap Fund | -0.22 | 1.74 | 0.81 | 2.09 | 4.31 | 23.03 | 16.98 | 21.38 | 18.89 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
19-Jul-2002
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
721,745.10
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Scheme Plan
--
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Scheme Class
Equity - Mid Cap Fund
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Objectives
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
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Scheme Type
Open ended scheme
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Min. Investment
₹100
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Exit Load
--
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Latest NAV
1446.9551
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Fund Manager
Mr. S. Bharath
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Fund Manager Profile
Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
+91 (22) 22858 3156
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Dr Lal Path Labs Ltd | 15849.55 | 1.19 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Healthcare | 1.19% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| ICICI Prudential MidCap Fund - Growth | 3662.45 | 3.12 | 6.75 | 4.78 | 14.02 | 23.84 |
| Mirae Asset Midcap Fund - Regular Plan-Growth | 9270.17 | 0.63 | 3.81 | 5.05 | 11.06 | 20.83 |
| HDFC Mid Cap Fund - Growth Plan | 36911.62 | 0.81 | 5.05 | 3.84 | 9.22 | 26.01 |
| Invesco India Midcap Fund - Regular Plan - Growth Option | 2803.25 | -0.34 | 1.88 | 2.72 | 7.92 | 27.37 |
| Tata Mid Cap Fund Regular Plan- Growth | 1882.43 | 2.2 | 5.67 | 4.04 | 7.76 | 22.82 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 437.87 | 3.07 | 5.8 | 4.78 | 7 | 24.95 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 591.45 | 0.32 | 4.03 | 4.5 | 6.75 | 26.57 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 1112.94 | 0.17 | 0.4 | 0.87 | 6.22 | 21.18 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | 14143.01 | 1.44 | 2.66 | 2.17 | 6.15 | 25.77 |
| Aditya Birla Sun Life MIDCAP Fund-Growth | 3525.69 | 1.65 | 3.72 | 1.95 | 5.95 | 21.87 |
Other Funds From - Sundaram Mid Cap Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13344.99 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.84 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13129.32 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12818.1 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12619.32 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12595.54 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12585.11 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12501.03 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12465.38 | 0.67 | 3 | 3.77 | 5.76 | 25.05 |