Sundaram Mid Cap Fund Regular Plan - Growth

Mid Cap NAV 919.3007 0 27 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 July, 2002
Benchmark S&P BSE Mid Cap
Asset Size(Cr) 7217.45096
Turn over 45%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.83
Fund Manager S Bharath, Ratish Varier
Fund House Sundaram Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.83% 1.58% 2.37%
1 M 4.04% 4.02% 4.58%
3 M 3.02% 1.44% 3.22%
6 M -1.83% 0.35% -1.25%
1 Y 7.33% 7.25% 5.82%
2 Y 14.03% 12.49% 13.66%
3 Y 27.37% 23.79% 29.67%
5 Y 7.35% 12.46% 11.57%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.45 1.39 -2.47 0.91
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.34%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Mid Cap Fund Regular Plan - Growth 7.33% 27.37% 7.35%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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Sundaram Select Midcap Fund - Earn High Yield Returns

The mutual fund programme facilitates an investor such solutions which possess the capacity to build a fortune as same as done by sundaram select midcap fund growth scheme. An investment is termed to be fruitful if it offers the desired yields. And, one always wants to put their hard-earned monies into such strategies which promise the same. As we desire to achieve high returns by investing, sundaram midcap growth aims to provide such yields in the most efficient manner. One can put his/her hard-earned monies into it through SIP(Systematic Investment Plan) or lump sum payment and earn aspiring returns with ease. And, Sundaram Select Midcap Fund growth is one of the most prominent products of the same.

Sundaram Mutual funds is among the top-performing AMCs in India, which is committed to delivering the best investment strategies. There are various asset management companies which are indulged in providing the MF programmes to cater the needs of varied investors.

Here we are providing you with an overview of Sundaram Mid Cap growth fund performance analysis which would help you get a brief idea about the same:

Sundaram Midcap Fund - Basic Details

  • Sundaram select midcap growth is an open-ended scheme which offers growth-oriented opportunities to the investors.
  • S&P BSE MID CAP is the set benchmark of the same, against which performance of sundaram midcap fund g is measured.
  • The foremost objective of sundaram mid cap scheme is to provide capital appreciation by investing in diversified stocks that are termed as mid caps.
  • One can start investing online in sundaram select midcap fund plan by putting a minimum amount of Rs.5000.

Sundaram Select Midcap Fund Growth : Performance Analysis

  1. Sundaram MidCap growth fund is ranked 3rd under the Small & Midcap category by CRISIL for the quarter ended June 2016.
  2. The returns generated by sundaram select midcap fund plans are higher when compared with average returns of its category.
  3. The annualised yield of an investment held for three years tenure fetches the highest percentage i.e., 41.00%.
  4. Sundaram Select Midcap Fund Growth NAV has been performing immensely since its inception and has provided great worth to the investment value.

Sundaram select MidCap growth : Portfolio Evaluation

  • The asset size of sundaram select midcap fund g nav amounts to Rs.3343.68 crore as on June 30, 2016, which is invested majorly in the equity and equity-related securities.
  • The top-five holdings of sundaram select midcap growth scheme include FAG Bearings India Ltd., SRF Ltd., Bajaj Finance Ltd., UPL Ltd., and The Ramco Cements Ltd.
  • A certain amount of money has also been invested into cash/call instruments to provide diversification.
  • The sector allocation graph of sundaram select mid cap growth fund depicts the asset allotment into banking/finance, manufacturing, engineering, automotive, chemicals and cement industries.

Peer Comparison

Sundaram MidCap fund g is among the top performing plans in the small & midcap category. The performance of sundaram select midcap fund growth amongst the competitors is appreciable enough that sundaram select midcap fund performance has maintained a stable position in the market. Furthermore, the three star rating that sundaram midcap fund holds shows its proficiency to provide the desired returns.

We at MySIPonline are indulged in catering the best investment solutions to our clients for investing in the mutual fund through SIP or lump sum mode.If you too are desirous of buying the Sundaram Select Midcap growth using online channels, then you must get associated with us. Compare the fund with other top 5 mid cap funds.

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I invested in Sundaram Select MidCap growth fund as it was recommended by the experts. I am a software engineer and I have little knowledge about stocks and shares. Somehow I got associated with MySIPonline, and thanks to its customer support service where I got complete detail about various schemes and related topics. Today, it has gained excellent growth. Fully satisfied!! Thanks again to the entire team.
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Sanjay Suthar
I used to work earlier, but have to quit the job after marriage. I was looking for a way to earn money from home, and as I was going through Google I found MySIPonline and investing with them was a piece of cake. I invested in Sundaram Select Midcap Fund in 2016, and I am getting good returns since then. Thank you MySIPonline for making the investment so easy.
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