Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

2 Morning Star

3 Value Research

NAV( 25 Apr 2024)

₹ 1131.22

4.45%

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Sundaram Mid Cap Reg-G

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Performance

26.57%3y Returns

0.35% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.76%
Exit load

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 10,269 Cr
Plan

REGULAR
Launch date

24 Jun 2002
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF903J01173

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Sundaram Liquid Direct-G	1.46%
Apollo Tyres Ltd	0.49%
Astral Ltd	0.98%
Sanofi India Ltd	0.47%
Balkrishna Industries Ltd	0.19%
Bharat Electronics Ltd	1.64%
Bharat Heavy Electricals Ltd	1.14%
APL Apollo Tubes Ltd	0.59%
Biocon Ltd	0.79%
Zydus Lifesciences Ltd	2.36%
Chalet Hotels Ltd	1.54%
Cholamandalam Investment & Finance Company Ltd	1.06%
Container Corporation Of India Ltd	1.16%
Coromandel International Ltd	1.86%
CG Power & Industrial Solutions Ltd	0.85%
Cummins India Ltd	3.64%
Schaeffler India Ltd	1.0%
The Federal Bank Ltd	3.36%
Fortis Healthcare Ltd	2.47%
Grindwell Norton Ltd	1.56%
Gujarat State Petronet Ltd	1.57%
Hatsun Agro Products Ltd	0.99%
Hindustan Petroleum Corporation Ltd	1.37%
Indian Bank	2.04%
Info Edge (India) Ltd	1.18%
Jindal Steel & Power Ltd	1.24%
JK Cement Ltd	0.66%
Kajaria Ceramics Ltd	0.66%
Kansai Nerolac Paints Ltd	0.54%
Lupin Ltd	1.92%
Mahindra & Mahindra Financial Services Ltd	0.98%
Max Financial Services Ltd	1.56%
UNO Minda Ltd	0.75%
Mphasis Ltd	0.48%
Coforge Ltd	1.26%
Navin Fluorine International Ltd	0.49%
PI Industries Ltd	0.78%
Power Finance Corporation Ltd	3.24%
REC Ltd	2.28%
Shriram Finance Ltd	1.95%
TVS Holdings Ltd	1.59%
TVS Motor Company Ltd	0.99%
Tata Elxsi Ltd	0.43%
Torrent Power Ltd	1.79%
Trent Ltd	3.01%
Cholamandalam Financial Holdings Ltd	0.87%
Union Bank of India	1.26%
United Breweries Ltd	0.98%
Voltas Ltd	1.57%
ZF Commercial Vehicle Control Systems India Ltd	1.35%
Jubilant FoodWorks Ltd	1.25%
Persistent Systems Ltd	2.1%
Oberoi Realty Ltd	2.12%
Prestige Estates Projects Ltd	0.08%
AU Small Finance Bank Ltd	1.3%
Cash/Net Current Assets	0.45%
Alkem Laboratories Ltd	1.45%
Laurus Labs Ltd	0.81%
Aavas Financiers Ltd	0.78%
Tube Investments Of India Ltd	3.33%
Dalmia Bharat Ltd	1.46%
Polycab India Ltd	1.4%
Indian Railway Catering & Tourism Corporation Ltd	0.61%
Max Healthcare Institute Ltd	1.28%
Computer Age Management Services Ltd	1.15%
Kalyan Jewellers India Ltd	3.48%
Sona BLW Precision Forgings Ltd	0.7%
Devyani International Ltd	0.75%
PB Fintech Ltd	1.31%
Star Health & Allied Insurance Co. Ltd	0.54%
Metro Brands Ltd	0.7%
Delhivery Ltd	1.5%
Sundaram - Clayton Ltd	0.26%
Sundaram - Clayton Ltd Pref. Shares 0.10	0.0%
Repo	2.81%

Sectors

Company	Allocation %
Others	3.26%
Automobile	9.39%
Construction	2.20%
Consumer Staples	1.97%
Materials	4.30%
Financial	20.94%
Capital Goods	9.67%
Consumer Discretionary	5.75%
Chemicals	3.13%
Services	13.46%
Energy	4.73%
Unclassified	1.46%
Technology	4.27%
Insurance	0.54%
Metals & Mining	3.39%
Healthcare	11.55%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

46
AUM

₹ 56,229 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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S Bharath

Funds Offered

6
AUM

₹ 18,332 Cr
Highest Return

26.57%

About

S Bharath Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now