Sundaram Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Mid Cap Growth Direct Plan

NAV
₹1,432.8782
+1.02%
(19 Nov)
AUM
12,350 Cr
TER
0.91%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+59.1%
+44.4%
+39.6%
+39.1%
+33.6%
+33.5%
3Y
+33.5%
+24.5%
+22.9%
+24.5%
+19.6%
+26.1%
5Y
+33.0%
+30.9%
+24.9%
+29.3%
+25.7%
+28.9%
ALL
+25.9%
+23.3%
+19.5%
+20.8%
+17.6%
+22.0%
VOL
17.6%
16.8%
16.6%
17.2%
-
15.7%
TER
0.6%
0.4%
0.9%
0.5%
-
0.7%
AUM
₹20,056 Cr
₹7,677 Cr
₹12,350 Cr
₹3,341 Cr
-
₹75,037 Cr
INFO
1.47
1.39
1.18
1.21
-
1.40
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Kalyan Jewellers India Ltd
4.0%
Treps
3.5%
Cummins India Ltd
3.5%
Trent Ltd
3.4%
Tube Investments of India Ltd Ordinary Shares
3.1%
The Federal Bank Ltd
3.1%
Coromandel International Ltd
2.5%
Lupin Ltd
2.4%
Power Finance Corp Ltd
2.4%
Persistent Systems Ltd
2.1%
Top industry exposure
Consumer Cyclical
20.0%
Financial Services
19.9%
Industrials
18.4%
Healthcare
11.0%
Basic Materials
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
34%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Fund manager(s)
S. Bharath
Ratish Varier

FAQs