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

Sundaram Mid Cap Fund-Inst(G)

As on Jan-19-2021 change fund

577.24

11.35 (2.01%)

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 low risk

5-Years History

financial year	2016-2017	2017-2018	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 19-Jan-2021)	463.08	521.29	497.00	350.64	577.24
Net Assets(Rs Crores) (as on 19-Jan-2021)	4941.22	6002.01	6157.68	4128.92	5925.81
Scheme Returns(%)(Absolute)	36.06	11.79	-5.99	-29.72	66.74
B'mark Returns(%)(Absolute)	34.44	8.22	-4.39	-36.16	91.52
Category Rank	50/312	127/353	210/261	184/234	135/217

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

financial year	Q1	Q2	Q3	Q4
2020-2021	17.76	12.66	19.08	NA
2019-2020	-1.21	-4.23	4.53	-28.67
2018-2019	-1.93	-7.28	3.19	1.62
2017-2018	5.22	3.69	13.59	-9.16
2016-2017	12.58	11.10	-4.87	14.40

Top 10 holdings

company	(%)
The Ramco Cements Ltd.	3.43
Sundaram-Clayton Ltd.	3.08
Whirlpool Of India Ltd.	3.04
Apollo Hospitals Enterprise Ltd.	2.78
Cummins India Ltd.	2.62
Max Financial Services Ltd.	2.54
Natco Pharma Ltd.	2.53
Trent Ltd.	2.51
Honeywell Automation India Ltd.	2.23
Voltas Ltd.	2.22

Top 10 sectors

sectors	(%)
Bank - Private	7.03
Consumer Food	5.89
Pharmaceuticals & Drugs	5.71
Consumer Durables - Domestic Appliances	4.85
Finance - Others	4.40
Retailing	4.19
Finance - NBFC	3.94
Consumer Durables - Electronics	3.90
Miscellaneous	3.75
Bearings	3.69

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	5,925.81	-1.16	5.68	24.97	10.38	-0.30	11.20	13.53	24.01	BUY SIP
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	8,514.60	-1.77	3.96	20.72	24.59	13.32	17.30	NA	17.83	BUY SIP
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	26.13	-0.83	5.70	29.91	42.23	12.03	13.27	11.39	11.12	BUY SIP
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	603.54	-1.38	8.08	25.96	47.58	11.26	15.10	NA	15.88	BUY SIP
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	1,228.48	-0.90	5.95	22.58	23.56	8.12	15.24	16.62	14.59	BUY SIP
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	9,822.97	-1.59	4.25	19.79	21.98	7.65	16.66	15.34	15.10	BUY SIP
Sundaram Value Fund-IX-Reg(G)	Large-Growth	10-Nov-2017	126.53	-0.38	6.92	35.99	39.10	7.51	NA	NA	7.45	BUY SIP
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	9,016.03	-1.26	5.26	25.20	20.78	7.03	16.46	15.98	12.61	BUY SIP
Tata Mid Cap Growth Fund(G)	Mid-Growth	01-Jul-1994	1,010.59	-0.78	5.18	23.79	22.49	6.91	14.44	15.55	11.56	BUY SIP
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	8,187.72	-1.61	5.31	27.14	22.24	6.77	14.81	12.14	21.80	BUY SIP
Taurus Discovery (Midcap) Fund-Reg(G)	Mid-Growth	05-Sep-1994	60.47	-2.04	3.56	18.22	23.12	6.39	15.21	13.83	6.75	BUY SIP
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	4,726.98	-1.69	5.79	25.36	30.27	5.43	13.46	16.14	15.04	BUY SIP
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	1,056.70	-1.40	6.97	27.33	27.07	5.10	15.37	16.74	10.31	BUY SIP
Baroda Mid-cap Fund(G)	Mid-Growth	04-Oct-2010	51.94	-1.64	4.44	23.48	29.06	4.75	11.67	3.27	1.78	BUY SIP
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	7,065.20	-1.11	4.67	27.54	18.06	4.69	13.66	15.84	19.21	BUY SIP
BNP Paribas Mid Cap Fund(G)	Mid-Growth	02-May-2006	792.75	-1.30	5.18	24.31	20.09	4.03	12.58	16.26	10.25	BUY SIP
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	24,714.42	-1.37	3.78	25.67	20.11	3.91	14.11	16.02	15.10	BUY SIP
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	4,253.49	-1.41	5.97	29.14	29.68	3.82	11.36	15.32	15.41	BUY SIP
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	2,155.18	-1.38	5.58	27.69	20.09	3.58	13.31	13.78	16.43	BUY SIP
Motilal Oswal Midcap 30 Fund-Reg(G)	Mid-Growth	24-Feb-2014	1,783.92	-1.76	3.97	22.15	7.36	3.41	9.98	NA	17.23	BUY SIP
L&T Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	6,182.90	-1.42	3.65	19.37	15.69	1.93	14.23	14.90	18.44	BUY SIP
IDBI Midcap Fund(G)	Mid-Growth	25-Jan-2017	192.92	-2.22	3.69	22.07	21.73	1.61	NA	NA	7.25	BUY SIP
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	2,576.77	-1.38	6.04	24.97	13.61	-0.32	10.22	11.69	21.05	BUY SIP
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	3,219.94	-0.45	7.86	28.95	26.71	NA	NA	NA	31.07	BUY SIP
Principal Midcap Fund-Reg(G)	Mid-Growth	30-Dec-2019	329.59	-1.15	6.37	25.10	23.65	NA	NA	NA	26.85	BUY SIP
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)	Mid-Growth	30-Jan-2018	558.38	-1.83	5.60	23.11	19.17	NA	NA	NA	6.69	BUY SIP
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	175.37	-2.18	4.67	21.49	NA	NA	NA	NA	92.80	BUY SIP

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