Sign up TODAY and try all premium features FREE for a Month!
Sign Up
Home Mf Research Sundaram Mid Cap Fund Institutional
SUNDARAM MUTUAL FUND

SUNDARAM MID CAP FUND - INSTITUTIONAL

Equity Equity Mid Cap
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2021-12-31)
767.77 1.10%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2021-12-24 ₹1,000.00 ₹1,027.63
2.76 %
Two Week 2021-12-16 ₹1,000.00 ₹1,002.11
0.21 %
1 Month 2021-12-01 ₹1,000.00 ₹1,018.78
1.88 %
Three Months 2021-10-04 ₹3,000.00 ₹2,994.64
-0.18 %
Six Months 2021-07-05 ₹6,000.00 ₹6,187.04
3.12 %
One Year 2020-12-31 ₹12,000.00 ₹13,896.24
15.80 %
Three Year 2019-01-01 ₹36,000.00 ₹54,283.42
50.79 %
Five Year 2017-01-02 ₹60,000.00 ₹91,583.08
52.64 %
Ten Year 2012-01-03 ₹120,000.00 ₹302,414.92
152.01 %
Since Inception 2008-04-15 ₹167,000.00 ₹587,490.97
251.79 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Kalyan Jewellers India Ltd Consumer Durables Equity 3.9
Cummins India Ltd Industrial Products Equity 3.8
The Federal Bank Ltd Banks Equity 3.2
Tube Investments of India Ltd Auto Components Equity 3.2
Trent Ltd Retailing Equity 2.9
Power Finance Corporation Ltd Utilities Equity 2.4
Coromandel International Ltd Fertilizers & Agrochemicals Equity 2.4
Indian Bank Banks Equity 2.2
Lupin Ltd Pharmaceuticals & Biotechnology Equity 2.1
Oberoi Realty Ltd Realty Equity 2.1
Zydus Lifesciences Ltd Pharmaceuticals & Biotechnology Equity 2.0
Torrent Power Ltd Utilities Equity 2.0
Persistent Systems Ltd IT - Software Equity 2.0
Fortis Health Care Ltd Healthcare Services Equity 1.9
TVS Holdings Ltd Automobiles Equity 1.9
Voltas Ltd Electrical Equipment Equity 1.8
Computer Age Management Services Ltd Financial Technology (Fintech) Equity 1.5
Grindwell Norton Ltd Industrial Products Equity 1.4
Max Financial Services Ltd Insurance Equity 1.4
PB Fintech Ltd Financial Technology (Fintech) Equity 1.4
Alkem Laboratories Ltd Pharmaceuticals & Biotechnology Equity 1.4
Hindustan Petroleum Corporation Ltd Petroleum Products Equity 1.4
Jubilant Foodworks Ltd Food Products Equity 1.4
AU Small Finance Bank Ltd Banks Equity 1.4
Bharat Electronics Ltd Electronics Equity 1.4
Deepak Nitrite Ltd Chemicals & Petrochemicals Equity 1.3
Shriram Finance Ltd Financial Services Equity 1.3
MphasiS Ltd IT - Software Equity 1.2
Delhivery Ltd Logistics Equity 1.2
Chalet Hotels Ltd Leisure Services Equity 1.2
Info Edge Ltd IT - Software Equity 1.2
Max Healthcare Institute Ltd Healthcare Services Equity 1.2
ZF Commercial Vehicle Control Systems I Ltd Automobiles Equity 1.2
Apollo Tyres Ltd Automobiles Equity 1.1
Jindal Steel & Power Ltd Ferrous Metals Equity 1.1
Mahindra & Mahindra Financial Services Ltd Financial Services Equity 1.1
Container Corporation of India Ltd Logistics Equity 1.1
Cholamandalam Financial Holdings Ltd Financial Services Equity 1.1
United Breweries Ltd Beverages Equity 1.1
Polycab India Ltd Electrical Equipment Equity 1.1
Schaeffler India Ltd Automobiles Equity 1.1
CG Power and Industrial Solutions Ltd Electrical Equipment Equity 1.0
Bharat Heavy Electricals Ltd Electrical Equipment Equity 1.0
Union Bank of India Banks Equity 1.0
JK Cement Ltd Cement & Cement Products Equity 1.0
Cholamandalam Investment and Finance Company Ltd Financial Services Equity 1.0
Hatsun Agro Product Ltd Food Products Equity 1.0
Coforge Ltd IT - Software Equity 1.0
TVS Motor Company Ltd Automobiles Equity 1.0
UNO Minda Ltd Auto Components Equity 0.9
Astral Ltd Plumbing & Sanitaryware Equity 0.9
Supreme Industries Ltd Plastic Products Equity 0.8
Aavas Financiers Ltd Financial Services Equity 0.8
Laurus Labs Ltd Pharmaceuticals & Biotechnology Equity 0.8
SIP Calculator
Risk Ratios
Standard Deviation
13.7
Beta
0.9
Sharpe Ratio
1.5
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : S Bharath (22 years), Ratish B Varier (18 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
If up to 25% of the units are redeemed within 365 days: No Exit Load. If more than 25%, exit load of 1% applies.

FAQs

Is a Mutual Fund with a Lower NAV Better?
What Are the Charges in Mutual Fund Investments?
What Are the Tax Benefits of Mutual Funds?
Is It a Good Time to Invest in Mutual Funds?
What Is the Difference Between Dividend and Growth Plans?
Should I Invest in Infrastructure Funds?
What Are Sector-Specific Funds/Schemes?
What Happens If I Miss an SIP Payment?
How Can I Compare Different Mutual Funds?