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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Mid Cap - Direct Plan - Growth Option

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previously known as Sundaram Sel Mid Cap Dir Gr until

832.696 (0.065%)
NAV on May 31, 2023
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 7,217 cr
Turnover Ratio 37.18%
Expense Ratio 0.99%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 5.17%
  • 1Y: 19.22%
  • 3M: 8.07%
  • 3Y: 31.06%
  • 6M: 3.00%
  • 5Y: 9.74%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since over 2 years) Ratish Varier (Since over 2 years)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 22.85
P/B Ratio 3.44
Launch Date January 01, 2013
Benchmark IISL Nifty Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty Midcap 150 TR INR

Alpha -
Beta -
R-Squared -
Info Ratio -1.34
Tracking Err 4.29
Sortino 3.731
Sharpe 1.395
Std Dev 15.504
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 23.91%
Industrial 15.3%
Technology 3.07%
Basic Materials 12.97%
Consumer Cyclical 21.97%
Utilities Services 3.75%
Healthcare Services 9.65%
Energy Services 0.45%
Communication Services 1.43%
Consumer Defensive 5.63%
Real Estate 1.87%
INVESTMENT OBJECTIVE

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
63.410 19.92% 2,787 cr 0.52% Average
Sbi
SBI Magnum Midcap Fund Direct Growth
175.036 19.62% 9,370 cr — Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
90.639 18.13% 25,972 cr 0.41% Below Average
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
50.770 14.32% 8,072 cr 0.43% Above Average
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
119.806 26.96% 36,912 cr 0.94% Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Motilal
Motilal Oswal Midcap 30 Direct Growth
62.562 29.26% 4,033 cr 0.76% Average
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
119.806 26.96% 36,912 cr 0.94% Average
Taurus mutual fund
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
85.790 21.28% 77 cr 2.23% Above Average
Reliance
Nippon India Growth Fund - Direct Plan - Growth
2493.974 21.16% 14,143 cr 0.85% Average
Sbi
SBI Magnum Midcap Fund Direct Growth
175.036 19.62% 9,370 cr — Average
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
50.770 14.32% 8,072 cr 0.43% Above Average


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