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

Sundaram Mid Cap Fund(G)

As on Dec-06-2019 change fund

452.03

-4.25 (-0.93%)

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	2014-2015	2015-2016	2016-2017	2017-2018	2018-2019
NAV in Rs (as on 29-Mar-2019)	333.16	327.70	444.65	496.80	470.02
Net Assets(Rs Crores) (as on 29-Mar-2019)	2908.85	3272.16	4941.22	6002.01	6157.68
Scheme Returns(%)(Absolute)	72.34	-2.82	35.63	10.96	-6.70
B'mark Returns(%)(Absolute)	51.20	0.30	33.98	13.56	-3.43
Category Rank	23/305	37/317	50/312	127/353	210/261

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

financial year	Q1	Q2	Q3	Q4
2019-2020	-1.41	-4.42	NA	NA
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
2015-2016	1.48	0.16	3.24	-6.27

Top 10 holdings

company	(%)
The Ramco Cements Ltd.	4.44
Trent Ltd.	4.27
Honeywell Automation India Ltd.	3.28
Apollo Hospitals Enterprise Ltd.	2.99
Whirlpool Of India Ltd.	2.98
Indraprastha Gas Ltd.	2.76
Sundaram-Clayton Ltd.	2.45
Aditya Birla Fashion and Retai...	2.44
Schaeffler India Ltd.	2.41
Tata Global Beverages Ltd.	2.34

Top 10 sectors

sectors	(%)
Retailing	7.79
Bank - Private	7.72
Bearings	4.66
Cement & Construction Materials	4.44
Auto Ancillary	4.40
Pharmaceuticals & Drugs	4.33
Finance - NBFC	3.99
Miscellaneous	3.47
Household & Personal Products	3.46
Consumer Durables - Electronics	3.28

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-Inst(G)	Mid-Growth	20-May-2009	5,882.64	-1.49	-0.05	8.04	4.04	5.95	8.18	13.77	17.01	BUY SIP
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	3,551.05	-1.28	0.56	11.02	15.95	16.81	9.83	NA	16.78	BUY SIP
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	621.49	-0.36	1.82	9.09	7.42	10.91	8.28	15.79	13.43	BUY SIP
Tata Mid Cap Growth Fund(G)	Mid-Growth	01-Jul-1994	767.69	-1.46	0.25	8.26	10.59	10.39	8.26	13.60	10.90	BUY SIP
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	5,341.15	-1.27	1.95	10.59	11.01	10.09	10.38	14.13	11.46	BUY SIP
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	6,691.39	-0.61	0.41	10.26	11.15	10.01	10.05	14.75	14.11	BUY SIP
Taurus Discovery (Midcap) Fund-Reg(G)	Mid-Growth	05-Sep-1994	50.94	-1.43	0.09	10.61	4.49	9.66	8.33	11.56	5.93	BUY SIP
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	6,631.96	-1.76	1.09	8.11	8.50	9.60	7.65	10.40	21.54	BUY SIP
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	944.61	-2.03	0.04	8.16	6.74	9.09	8.14	15.15	8.46	BUY SIP
L&T Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	5,928.08	-1.98	0.01	9.58	0.97	9.02	9.81	13.80	18.20	BUY SIP
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	7,510.28	-1.51	0.07	7.56	6.50	8.89	8.85	14.77	19.13	BUY SIP
Sahara Midcap Fund-Auto Payout	Mid-Growth	22-Dec-2004	7.91	-0.69	1.49	10.80	9.76	8.06	7.91	12.12	16.54	BUY SIP
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	11.26	-2.29	-0.13	8.41	1.69	7.63	5.26	7.77	9.51	BUY SIP
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	1,846.72	-2.46	-0.62	7.12	2.56	7.63	6.32	12.43	15.92	BUY SIP
BNP Paribas Mid Cap Fund(G)	Mid-Growth	02-May-2006	757.37	-1.31	0.90	8.83	7.89	7.22	7.61	14.95	8.95	BUY SIP
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	22,791.83	-1.74	0.78	6.03	2.55	6.67	7.87	15.94	14.24	BUY SIP
Motilal Oswal Midcap 30 Fund-Reg(G)	Mid-Growth	24-Feb-2014	1,625.45	-0.57	2.40	11.70	13.77	6.46	9.03	NA	18.23	BUY SIP
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	3,711.40	-1.45	0.08	8.17	2.20	5.21	5.35	13.79	13.57	BUY SIP
Baroda Mid-cap Fund(G)	Mid-Growth	04-Oct-2010	46.84	-1.37	-1.82	5.24	2.01	5.16	-1.05	NA	-1.59	BUY SIP
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	124.44	-1.51	0.34	10.24	2.98	4.11	4.02	NA	9.91	BUY SIP
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	2,356.48	-1.47	0.14	5.93	-1.63	3.96	6.14	10.17	21.14	BUY SIP
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	3,522.85	-1.54	0.31	6.46	2.54	2.06	5.80	12.61	14.19	BUY SIP
Mahindra Unnati Emerging Business Yojana-Reg(G)	Mid-Growth	30-Jan-2018	504.62	-1.22	-1.05	10.01	6.80	NA	NA	NA	-2.06	BUY SIP
IDBI Midcap Fund(G)	Mid-Growth	25-Jan-2017	202.71	-2.21	-1.36	6.26	-1.45	NA	NA	NA	0.66	BUY SIP
Sundaram Value Fund-IX-Reg(G)	Large-Growth	10-Nov-2017	93.43	-3.14	-2.32	2.79	-7.13	NA	NA	NA	-7.50	BUY SIP
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	999.75	-1.64	0.47	10.59	NA	NA	NA	NA	9.72	BUY SIP

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