Mutual Fund- 

sundaram Mid cap fund

By Rajendra

Mar 23, 2023

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Scheme Analysis

Category 

Mid Cap

Inception

July, 2002

Benchmark

Nifty Mid Cap 150

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AUM  - 7,049 Cr

Fund Manager

S Bharath &  Ratish B Varier

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Sundaram Mid Cap Fund

– Invests   in high growth stocks which are reasonably valued

– Stock  selection is bottom-up using in-house research

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,338

46,7341

84,350

Returns

5.28%

17.73%

13.60%

Monthly SIP of 1,000

– Currently  overweight on sectors aligned towards impending domestic economic recovery  & consumption

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Top 5 Holding

Schaeffler

Federal Bank

Shriram Transport

Persistent

Navin Fluorine

3.90

3.70

2.50

2.50

2.50

Total  -  15.10

suitable for investors seeking capital appreciation by investing in diversified stocks that are generally termed as mid-caps

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Banks

Auto Components

Industrial Product

Top 5 Sector

12.20

11.00

9.00

7.10

6.90

Finance

Consumer Durable

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

6.50%

15.40%

7.00%