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About
Fund Name:
Sundaram Mid Cap - Direct Plan - Growth Option
Inception Date:
01/01/2013
Type:
Equity
NAV:
₹1568.9434
Expense Ratio:
0.86%
AUM:
₹13,378.01 Cr
Min SIP:
₹100
Fund Manager:
S. Bharath
Fund Benchmark:
Nifty Midcap 150 TR INR
Exit Load:
1.00% - 0-365 days; 0.00% - >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.
Returns
5Y Returns (CAGR):
20.38%
5Y Benchmark Returns (CAGR):
19.50%
3Y Returns (CAGR):
24.80%
3Y Benchmark Returns (CAGR):
23.34%
1Y Returns (CAGR):
8.91%
1Y Benchmark Returns (CAGR):
8.60%
Advanced Ratios
3Y Alpha:
2.53
3Y Beta:
0.93
3Y Sharpe:
1.02
3Y Tracking Error:
3.54
3Y Standard Deviation:
17.59
Holdings
Cummins India Ltd
GE Vernova T&D India Ltd
Mahindra & Mahindra...
BSE Ltd
Coromandel International Ltd
The Federal Bank Ltd
Kalyan Jewellers India Ltd
IDFC First Bank Ltd
Max Financial Services Ltd
Marico Ltd
3.35%
3.34%
2.67%
2.57%
2.43%
2.23%
2.08%
1.99%
1.99%
1.97%
Holdings Analysis
Top 10 Holdings:
24.61%
Stocks:
96.78%
Cash:
3.21%
Bond:
0.00%