Buy Sundaram Mid Cap Fund(G) - Equity Mutual Fund - NAV, AUM, Portfolio, Performance, Returns.

Sundaram Mid Cap Fund(G)

As on Sep-25-2020 change fund

423.66

7.12 (1.71%)

fund objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 31-Mar-2020)	327.70	444.65	496.80	470.02	329.00
Net Assets(Rs Crores) (as on 31-Mar-2020)	3272.16	4941.22	6002.01	6157.68	4128.92
Scheme Returns(%)(Absolute)	-2.82	35.63	10.96	-6.70	-30.27
B'mark Returns(%)(Absolute)	-3.05	34.44	8.22	-4.39	-36.16
Category Rank	37/317	50/312	127/353	210/261	184/234

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	17.52	NA	NA	NA
2019-2020	-1.41	-4.42	4.34	-28.81
2018-2019	-2.12	-7.44	2.99	1.40
2017-2018	5.02	3.49	13.37	-9.33
2016-2017	12.54	11.01	-4.93	14.23

Top 10 holdings

company	(%)
Tata Consumer Products Ltd.	5.31
Trent Ltd.	4.35
The Ramco Cements Ltd.	3.55
Honeywell Automation India Ltd.	3.36
Whirlpool Of India Ltd.	3.02
Cummins India Ltd.	2.61
Timken India Ltd.	2.52
Max Financial Services Ltd.	2.40
Varun Beverages Ltd.	2.32
Sundaram-Clayton Ltd.	2.26

Top 10 sectors

sectors	(%)
Pharmaceuticals & Drugs	5.97
Retailing	5.94
Tea/Coffee	5.31
Bank - Private	4.98
Consumer Durables - Domestic Appliances	4.86
Bearings	4.54
Finance - Others	4.33
Hospital & Healthcare Services	3.61
Consumer Food	3.60
Finance - NBFC	3.56

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Mid Cap Fund(G)	Mid-Growth	19-Jul-2002	5,310.46	-4.31	-3.85	7.66	-4.89	-3.94	4.56	9.97	22.86	BUY SIP
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	6,306.68	-3.70	-2.67	8.60	8.95	10.46	9.87	NA	15.87	BUY SIP
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	12.00	-2.79	-1.80	10.96	18.50	6.35	7.10	8.16	9.78	BUY SIP
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	934.55	-4.03	-2.49	11.53	11.01	6.07	9.24	12.85	13.11	BUY SIP
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	247.95	-3.52	-0.59	19.89	26.67	5.96	7.55	NA	12.21	BUY SIP
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	7,883.08	-4.29	-2.10	11.85	11.21	5.11	11.26	12.12	13.81	BUY SIP
Taurus Discovery (Midcap) Fund-Reg(G)	Mid-Growth	05-Sep-1994	52.18	-4.11	-2.46	11.23	12.51	4.25	9.53	10.11	6.10	BUY SIP
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	7,018.02	-4.22	-3.84	13.02	4.79	2.72	7.48	8.33	20.87	BUY SIP
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	7,300.47	-4.52	-2.75	11.89	4.55	2.69	9.16	11.55	10.82	BUY SIP
Tata Mid Cap Growth Fund(G)	Mid-Growth	01-Jul-1994	838.28	-4.46	-3.09	9.31	3.52	2.69	6.85	11.64	10.66	BUY SIP
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	916.54	-5.30	-3.95	13.05	5.00	2.59	7.43	12.48	8.25	BUY SIP
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	3,880.00	-4.21	-2.23	14.14	10.64	2.06	6.06	11.93	13.47	BUY SIP
Baroda Mid-cap Fund(G)	Mid-Growth	04-Oct-2010	50.55	-4.07	-3.48	11.08	7.29	1.99	5.25	NA	-0.60	BUY SIP
L&T Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	5,790.76	-3.68	-1.61	12.43	5.80	0.04	9.04	11.82	17.50	BUY SIP
BNP Paribas Mid Cap Fund(G)	Mid-Growth	02-May-2006	726.85	-4.47	-4.14	9.34	6.70	-0.09	6.02	12.21	8.71	BUY SIP
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	22,125.10	-5.21	-4.96	9.70	1.55	-0.10	7.29	12.50	13.38	BUY SIP
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	6,571.98	-4.65	-4.58	6.78	-4.69	-0.39	6.57	11.52	18.23	BUY SIP
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	1,868.91	-4.34	-4.42	14.82	-1.01	-0.69	5.49	9.31	14.87	BUY SIP
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	3,596.46	-4.98	-3.08	10.09	4.83	-1.54	4.40	10.95	13.64	BUY SIP
Motilal Oswal Midcap 30 Fund-Reg(G)	Mid-Growth	24-Feb-2014	1,619.68	-4.65	-4.03	9.86	-7.06	-1.54	3.73	NA	14.31	BUY SIP
IDBI Midcap Fund(G)	Mid-Growth	25-Jan-2017	181.90	-4.75	-3.52	8.43	2.26	-2.58	NA	NA	1.13	BUY SIP
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	2,283.56	-4.48	-3.97	10.99	-3.54	-4.84	4.03	7.98	19.86	BUY SIP
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	2,377.50	-4.94	-4.26	11.44	4.81	NA	NA	NA	9.22	BUY SIP
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)	Mid-Growth	30-Jan-2018	520.10	-4.20	-3.79	7.30	3.46	NA	NA	NA	-0.93	BUY SIP
Sundaram Value Fund-IX-Reg(G)	Large-Growth	10-Nov-2017	103.15	-6.52	-8.88	-0.34	-0.35	NA	NA	NA	-3.96	BUY SIP
Principal Midcap Fund-Reg(G)	Mid-Growth	30-Dec-2019	258.80	-4.31	-3.75	8.93	NA	NA	NA	NA	NA	BUY SIP
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	178.94	-3.98	-0.45	18.65	NA	NA	NA	NA	54.60	BUY SIP

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