Mutual Fund- 

sundaram Mid cap fund

By Rajendra

Sep 25, 2022

image source -Unsplash

Scheme Analysis

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Sundaram Mid Cap Fund

Category 

Mid Cap

Inception

Jul,   2002

Benchmark

Nifty Midcap 150

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AUM  - 7,515 Cr

Fund Manager

S. Bharath

– Invests   in high growth stocks which are reasonably valued

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

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

Top 5 Holding

Schaeffler

Grindwell

Federal Bank

Varun Beverages

SRF

4.00

3.10

3.10

3.00

2.80

Total  -  16.00

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

Bank

Auto Components

Finance

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Top 5 Sector -47.50%

12.50

10.20

8.80

8.60

7.40

Consumer Durables

Industrial Products

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Scheme Performance

Exit Load

1 Year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

9.40%

21.50%

9.40%