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Sundaram Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 56.14 | 26.61 | 26.44 | 17.37 |
Average Rolling Returns(%) | 22.56 | 18.81 | 16.25 | 16.84 |
The Current NAV of Sundaram Mid Cap Fund - Regular Plan - Growth is ₹1403.52.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
Sundaram Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.74%
The process for redemption is
The AUM of Sundaram Mid Cap Fund - Regular Plan - Growth is currently ₹13,129 Crores.
The Top three stocks are Kalyan Jewell.India, Cummins India and Tube Investments and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 28% of fund’s portfolio respectively.
Top three sectors of Sundaram Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Healthcare accounting for 44% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Mid Cap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
S. Bharath and Ratish Varier manage the Sundaram Mid Cap Fund - Regular Plan - Growth Fund.
Sundaram Mid Cap Fund - Regular Plan - Growth current PE ratio is 59.41 and PB ratio is 11.16
The asset allocation of Sundaram Mid Cap Fund - Regular Plan - Growth is Stocks : 94.67%, Debt : 0.94% and Gold : 4.39%
The minimum SIP amount for Sundaram Mid Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Mid Cap Fund - Regular Plan - Growth is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days