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

Sundaram Mid Cap Growth

+
  • Equity
  • Mid-Cap
  • Rating 2
  • Plan
1209.22 +0.47 (0.04%) NAV as on 13 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)12619.32
  • CAGR 12.60%
  • Exit Load1.00%
  • Expense ratio1.72%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2002-07-30

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Sundaram Liquid Dir Gr
  • 402.49
  • 3.19%
  • Treps
  • 338.54
  • 2.68%
View More

Risk & Volitility

  • Alpha -2.00%
  • Beta 0.89
  • Sharpe Ratio0.98
  • Std Deviation 15.20%
  • 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 12619.32 crores & has delivered CAGR of 19.31% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. 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 Medium & Exceptional respectively.

 

The top holdings of the fund include Kalyan Jewellers India, Cummins India, Sundaram Liquid Dir Gr & Federal Bank.

 

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

 

Some of the similar funds are Sundaram Mid Cap Growth, Franklin India Prima Fund Growth, HSBC Midcap Fund Growth, Mirae Asset Midcap Fund Regular Growth, DSP Midcap Fund Growth. Sundaram Mid Cap Growth has a sharpe ratio of 0.98 & a standard deviation of 15.20%.

FAQs about Sundaram Mid Cap Growth

According to the morning star rating Sundaram Mid Cap Growth has a Medium risk & Exceptional return.
Sundaram Mid Cap Growth is managed by S. Bharath,Ratish Varier.
The expense ratio of Sundaram Mid Cap Growth is 1.72%.
The 5 year annualized return on Sundaram Mid Cap Growth is 19.31% & it has generated 12.60% in the last 1 year.
The minimum investment in Sundaram Mid Cap Growth is 100 Rs.
Sundaram Mid Cap Growth has an AUM of 12619.32 crores.
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