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About
Fund Name:
Sundaram Mid Cap - Direct Plan - Growth Option
Inception Date:
01/01/2013
Type:
Equity
NAV:
₹1680.3025
Expense Ratio:
0.88%
AUM:
₹14,026.07 Cr
Min SIP:
₹100
Fund Manager:
S. Bharath
Fund Benchmark:
Nifty Midcap 150 TR INR
Exit Load:
1.00% - 0-365 days Website www.sundarammutual.co UCITS - 0.00% - >365 days m Inc/Acc Acc
Fund Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Returns
5Y Returns (CAGR):
18.68%
5Y Benchmark Returns (CAGR):
17.76%
3Y Returns (CAGR):
21.75%
3Y Benchmark Returns (CAGR):
19.48%
1Y Returns (CAGR):
7.30%
1Y Benchmark Returns (CAGR):
5.04%
Advanced Ratios
3Y Alpha:
2.57
3Y Beta:
0.94
3Y Sharpe:
0.89
3Y Tracking Error:
3.57
3Y Standard Deviation:
17.31
Holdings
Cummins India Ltd
GE Vernova T&D India Ltd
Mahindra & Mahindra...
BSE Ltd
The Federal Bank Ltd
Coromandel International Ltd
Suzlon Energy Ltd
IDFC First Bank Ltd
Max Financial Services Ltd
Marico Ltd
3.03%
2.91%
2.63%
2.60%
2.58%
2.45%
2.42%
2.04%
2.04%
1.97%
Holdings Analysis
Top 10 Holdings:
24.80%
Stocks:
96.30%
Cash:
3.68%
Bond:
0.00%