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

Sundaram Mid Cap Growth Direct Plan

NAV
₹1,564.0919
+0.20%
(20 Feb)
AUM
12,917 Cr
TER
0.87%
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
In beta. Send feedback here.
Compare with other fund
1Y
+21.5%
+20.0%
+19.3%
+19.1%
+19.1%
+15.4%
3Y
+28.4%
+27.2%
+25.9%
+27.6%
+27.4%
+22.6%
5Y
+22.7%
+23.7%
+21.1%
NA
+23.2%
+19.2%
ALL
+21.1%
+18.6%
+18.2%
+23.3%
+21.7%
+15.8%
VOL
15.9%
16.7%
16.4%
14.5%
16.7%
-
TER
0.5%
0.7%
0.9%
0.5%
0.4%
-
AUM
₹10,058 Cr
₹41,727 Cr
₹12,917 Cr
₹4,468 Cr
₹13,802 Cr
-
INFO
1.32
1.11
1.11
1.61
1.30
-
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 Jan
Top holdings
Cummins India Ltd
3.6%
Mahindra & Mahindra Financial Services Ltd
3.3%
Treps
3.1%
GE Vernova T&D India Ltd
3.0%
Coromandel International Ltd
2.8%
IDFC First Bank Ltd
2.5%
The Federal Bank Ltd
2.4%
Jindal Steel Ltd
2.1%
Hindustan Petroleum Corp Ltd
2.1%
BSE Ltd
2.0%
Top industry exposure
Financial Services
22.6%
Consumer Cyclical
15.2%
Industrials
15.0%
Healthcare
10.0%
Basic Materials
10.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
41%
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