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

Sundaram Mid Cap Fund(G)

As on Jul-01-2022 change fund

633.19

2.02 (0.32%)

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 very high risk

5-Years History

financial year	2017-2018	2018-2019	2019-2020	2020-2021	2021-2022
NAV in Rs (as on 31-Mar-2022)	496.80	470.02	329.00	575.07	696.21
Net Assets(Rs Crores) (as on 31-Mar-2022)	6002.01	6157.68	4128.92	6152.10	7123.37
Scheme Returns(%)(Absolute)	10.96	-6.70	-30.27	77.04	19.86
B'mark Returns(%)(Absolute)	8.22	-4.39	-36.16	106.55	23.11
Category Rank	127/353	210/261	184/234	100/218	111/204

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

financial year	Q1	Q2	Q3	Q4
2022-2023	-9.34	NA	NA	NA
2021-2022	10.28	11.20	0.72	-1.98
2020-2021	17.52	12.43	18.85	11.31
2019-2020	-1.41	-4.42	4.34	-28.81
2018-2019	-2.12	-7.44	2.99	1.40

Top 10 holdings

company	(%)
Schaeffler India Ltd.	4.14
SRF Ltd.	2.92
Page Industries Ltd.	2.78
Cholamandalam Investment and F...	2.69
Grindwell Norton Ltd.	2.69
The Federal Bank Ltd.	2.56
Navin Fluorine International L...	2.55
Varun Beverages Ltd.	2.51
Axis Bank Ltd.	2.51
Max Financial Services Ltd.	2.46

Top 10 sectors

sectors	(%)
Bank - Private	9.86
IT - Software	5.83
Pharmaceuticals & Drugs	5.51
Finance - NBFC	4.48
Bearings	4.14
Consumer Food	3.83
Retailing	3.05
Hospital & Healthcare Services	3.02
Diversified	2.92
Textile	2.78

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	6,705.02	1.23	-3.89	-9.69	-0.04	10.95	6.27	16.06	23.09	BUY SIP
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	5,119.07	1.39	-4.35	-9.16	5.54	28.88	15.51	NA	17.07	BUY SIP
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	510.93	0.32	-5.95	-12.66	6.86	27.00	17.16	14.39	11.99	BUY SIP
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	6,891.23	2.13	-3.78	-5.33	7.70	20.98	11.04	19.72	15.99	BUY SIP
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	1,917.65	0.92	-4.57	-9.83	-0.12	19.11	12.80	19.51	10.92	BUY SIP
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	18,654.69	1.37	-4.78	-8.76	0.89	18.92	12.64	19.46	13.13	BUY SIP
Motilal Oswal Midcap 30 Fund-Reg(G)	Mid-Growth	24-Feb-2014	2,624.08	1.36	-4.52	-6.01	19.00	18.83	11.05	NA	18.80	BUY SIP
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	6,372.56	1.29	-3.67	-8.97	0.27	18.63	11.14	18.39	14.91	BUY SIP
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	11,628.70	0.65	-4.28	-8.52	5.30	17.96	12.76	15.97	21.57	BUY SIP
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Mid-Growth	02-May-2006	1,115.53	1.21	-3.72	-9.99	-1.32	17.90	10.29	17.92	10.79	BUY SIP
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)	Mid-Growth	30-Jan-2018	888.67	1.35	-5.33	-12.18	-1.95	17.66	NA	NA	10.26	BUY SIP
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	17,164.77	0.79	-4.70	-10.90	-1.53	17.56	15.34	18.96	17.06	BUY SIP
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	2,229.51	0.74	-5.48	-10.67	-1.73	16.64	12.48	18.16	14.33	BUY SIP
Tata Mid Cap Growth Fund(G)	Mid-Growth	01-Jul-1994	1,509.87	1.45	-4.52	-10.04	-0.13	15.53	11.63	17.91	11.62	BUY SIP
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	30,341.25	0.84	-4.41	-8.21	1.54	15.52	10.17	17.94	15.22	BUY SIP
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	3,172.95	1.30	-2.98	-8.07	-0.12	15.36	10.49	17.26	16.41	BUY SIP
Taurus Discovery (Midcap) Fund-Reg(G)	Mid-Growth	05-Sep-1994	70.25	1.08	-5.05	-11.57	-5.67	14.97	10.51	16.91	6.95	BUY SIP
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	3,281.19	0.86	-4.19	-9.71	4.31	13.89	7.64	15.19	20.81	BUY SIP
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	13,180.66	0.84	-4.97	-9.79	-9.03	12.55	8.99	16.86	14.05	BUY SIP
IDBI Midcap Fund(G)	Mid-Growth	25-Jan-2017	182.61	1.22	-4.36	-9.20	-5.45	12.42	6.60	NA	7.63	BUY SIP
L&T Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	6,227.29	1.78	-3.72	-8.71	-2.89	12.07	7.70	17.54	17.74	BUY SIP
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	6,875.17	1.16	-4.17	-10.03	-6.95	10.48	7.94	17.19	18.54	BUY SIP
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	7,311.85	1.86	-3.27	-8.66	1.79	NA	NA	NA	24.36	BUY SIP
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	428.25	1.44	-5.36	-8.17	1.48	NA	NA	NA	48.91	BUY SIP
ITI Mid Cap Fund-Reg(G)	Mid-Growth	05-Mar-2021	355.29	0.57	-3.94	-7.53	-11.61	NA	NA	NA	-0.27	BUY SIP
HSBC Mid Cap Fund-Reg(G)	Mid-Growth	24-Sep-2021	1,079.56	0.46	-7.16	-13.83	NA	NA	NA	NA	-17.37	BUY SIP

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