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Business News/Market/Market Stats/    Sundaram Mid Cap Growth

Sundaram Mid Cap Growth

+
  • Equity
  • Mid-Cap
  • Rating 2
  • Plan
1200.76 +7.59 (0.64%) NAV as on 23 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)10732.06
  • CAGR 56.97%
  • Exit Load1.00%
  • Expense ratio1.76%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2002-07-30

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 327.62
  • 3.05%
View More

Risk & Volitility

  • Alpha -2.00%
  • Beta 0.89
  • Sharpe Ratio1.41
  • Std Deviation 13.46%
  • 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 10732.06 crores & has delivered CAGR of 21.15% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.76%. 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 Cummins India, Federal Bank, Kalyan Jewellers India & Tube Investments Of India.

 

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

 

Some of the similar funds are Sundaram Mid Cap Growth, UTI Mid Cap Fund Regular Plan 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 1.41 & a standard deviation of 13.46%.

FAQs about Sundaram Mid Cap Growth

According to the morning star rating Sundaram Mid Cap Growth has a Moderate risk & Exceptional return.
Sundaram Mid Cap Growth is managed by S. Bharath,Ratish Varier.
The expense ratio of Sundaram Mid Cap Growth is 1.76%.
The 5 year annualized return on Sundaram Mid Cap Growth is 21.15% & it has generated 56.97% in the last 1 year.
The minimum investment in Sundaram Mid Cap Growth is 100 Rs.
Sundaram Mid Cap Growth has an AUM of 10732.06 crores.
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