₹ 10,732.06 Cr
1.76%
NIFTY Midcap 150 TRI
INF903J01173
100.0
100.0
250
S Bharath, Ratish Varier
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Mid Cap Fund Regular Plan - Growth | 58.07 | 26.46 | 21.12 |
NIFTY MIDCAP 150 TRI | 59.64 | 28.0 | 26.9 |
Equity
Debt
Others
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Company | Holdings (%) |
---|---|
Cummins India Ltd. | 3.8 |
Kalyan Jewellers India Ltd. | 3.22 |
The Federal Bank Ltd. | 3.22 |
Tube Investments Of India Ltd. | 3.19 |
Trent Ltd. | 3.17 |
Others | 3.05 |
Power Finance Corporation Ltd. | 2.83 |
Fortis Healthcare Ltd. | 2.46 |
Zydus Lifesciences Ltd. | 2.13 |
Indian Bank | 2.05 |
Sector | Holdings (%) |
---|---|
Financial | 19.78 |
Services | 13.88 |
Healthcare | 11.26 |
Capital Goods | 10.45 |
Automobile | 8.86 |
Consumer Discretionary | 5.35 |
Materials | 5.11 |
Energy | 4.47 |
Technology | 4.37 |
Metals & Mining | 3.56 |
Scheme Name | 5Y (%) |
---|---|
Sundaram MidCap Gr | 21.12 |
Quant MidCap Gr | 33.97 |
ITI Mid Cap Fund Reg Gr | 0.0 |
JM Midcap Fund Reg Gr | 0.0 |
Mahindra Manulife Mid Cap Fund Reg Gr | 27.02 |
HSBC Midcap Fund Reg Growth | 21.42 |
ICICI Pru MidCap Gr | 22.91 |
Nippon India Growth Fund Gr Gr | 26.17 |
Tata Mid Cap Gr Fund Reg Gr | 24.21 |
HDFC Mid-Cap Opportunities Gr | 25.58 |