Sundaram Mid Cap Fund
Mutual Fund-
sundaram Mid cap fund
By Rajendra
Mar 23, 2023
image source -Unsplash
Scheme Analysis
Category
Mid Cap
Inception
July, 2002
Benchmark
Nifty Mid Cap 150
AUM - 7,049 Cr
Fund Manager
S Bharath & Ratish B Varier
Sundaram Mid Cap Fund
– Invests in high growth stocks which are reasonably valued
– Stock selection is bottom-up using in-house research
Image Credit - Unsplash
SIP Performance Exit Load upto 12 month - 1%
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
Image Credit - Unsplash
Top 5 Holding
Schaeffler
Federal Bank
Shriram Transport
Persistent
Navin Fluorine
3.90
3.70
2.50
Total - 15.10
suitable for investors seeking capital appreciation by investing in diversified stocks that are generally termed as mid-caps
Image Credit - Unsplash
Banks
Auto Components
Industrial Product
Top 5 Sector 12.20
11.00
9.00
7.10
6.90
Finance
Consumer Durable
Scheme Performance Exit Load Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
Period
Returns
6.50%
15.40%
7.00%
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