Sundaram Mid Cap Growth

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Equity
Mid-Cap
Rating 2
Plan

1111.89 -5.09 (-0.46%) NAV as on 18 Apr, 2024

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)10262.08
CAGR 53.36%
Exit Load1.00%
Expense ratio1.78%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2002-07-30

Asset Allocation

Holdings As On - 19 April 2024

Holdings

Sectors

Name
Value (Cr)
Holding %

Power Finance Corp
404.45
3.94%

Cummins India
343.44
3.35%

Federal Bank
337.88
3.29%

Trent
332.60
3.24%

Kalyan Jewellers India
331.18
3.23%

Fortis Healthcare
242.81
2.37%

Treps
235.31
2.29%

Shriram Finance
234.73
2.29%

PERSISTENT SYSTEMS ORD
233.02
2.27%

Peer Comparison

Fund Name
PGIM India Midcap Opportunities Fund Regular Growth29.55%
Sundaram Mid Cap Growth53.36%
Franklin India Prima Fund Growth49.02%
DSP Midcap Fund Growth42.33%
Mirae Asset Midcap Fund Regular Growth49.33%

Risk & Volitility

Alpha -2.00%
Beta 0.89
Sharpe Ratio1.30
Std Deviation 13.41%
Tracking Error 6.52%

About Fund

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

The Sundaram Mid Cap Growth has an AUM of 10262.08 crores & has delivered CAGR of 18.86% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.78%. The minimum investment in Sundaram Mid Cap Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Power Finance Corp, Cummins India, Federal Bank & Trent.

The major sectors where the fund is invested are Consumer Financial Services, Auto & Truck Parts, Biotechnology & Drugs & Regional Banks.

Some of the similar funds are PGIM India Midcap Opportunities Fund Regular Growth, Sundaram Mid Cap Growth, Franklin India Prima Fund Growth, DSP Midcap Fund Growth, Mirae Asset Midcap Fund Regular Growth. Sundaram Mid Cap Growth has a sharpe ratio of 1.30 & a standard deviation of 13.41%.