Comprehensive analysis of Sundaram Mid Cap Fund - (IDCW) (1279) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Outperformance vs benchmark
Fund manager experience
Market exposure level
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 0.87% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Coromandel International Ltd | Fertilizers | 3.66% |
| Cummins India Ltd | Capital Goods-Non Electrical Equipment | 3.64% |
| TREPS | Debt Others | 3.63% |
| Kalyan Jewellers India Ltd | Diamond, Gems and Jewellery | 2.84% |
| Fortis Healthcare Ltd | Healthcare | 2.64% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 2.55% |
| Mahindra & Mahindra Financial Services Ltd | Finance | 2.44% |
| Lupin Ltd | Pharmaceuticals | 2.37% |
| Hindustan Petroleum Corporation Ltd | Refineries | 2.04% |
| J K Cements Ltd | Cement | 2.02% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1322.65 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 20.91% | 0.93% | 25.28% |
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