₹ 13,378.01 Cr
2.25%
NIFTY Midcap 150 TRI
INF903J01173
100.0
100.0
100
Bharath S, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 4.72 | 22.04 | 18.33 |
| NIFTY MIDCAP 150 TRI | 5.26 | 21.34 | 18.31 |
Equity
Debt
Others
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.35 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.34 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.67 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.57 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.43 |
| TREPS | 2.38 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.23 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.08 |
| IDFC FIRST BANK LIMITED EQ | 1.99 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 1.99 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.71 |
| Capital Goods | 16.02 |
| Healthcare | 9.47 |
| Automobile and Auto Components | 7.42 |
| Fast Moving Consumer Goods | 5.51 |
| Consumer Durables | 5.33 |
| Consumer Services | 5.17 |
| Information Technology | 4.62 |
| Chemicals | 3.9 |
| Realty | 3.2 |
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Gr | 18.33 |