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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

684.852 (1.893%)
NAV on May 20, 2022
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 7,127 cr
Turnover Ratio 63.46%
Expense Ratio 0.90%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -7.93%
  • 1Y: 10.72%
  • 3M: -5.15%
  • 3Y: 12.87%
  • 6M: -11.21%
  • 5Y: 7.65%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since about 1 year) Ratish Varier (Since about 1 year) Rohit Seksaria (Since 5 months)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 26.04
P/B Ratio 3.75
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 -4.39
Beta 0.93
R-Squared 95.44
Info Ratio -1.19
Tracking Err 5.49
Sortino 0.730
Sharpe 0.567
Std Dev 24.210
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 24.19%
Industrial 17.05%
Technology 7.04%
Basic Materials 10.74%
Consumer Cyclical 21.56%
Utilities Services 2.81%
Healthcare Services 9.11%
Energy Services 0.96%
Communication Services 1.06%
Consumer Defensive 4.80%
Real Estate 0.68%
INVESTMENT OBJECTIVE

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

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
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
43.400 17.08% 5,012 cr 0.46% Above Average
Axis
Axis Midcap Fund Direct Plan Growth
68.750 9.32% 17,679 cr 0.46% Low
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
92.387 10.09% 31,837 cr 1.00% Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Motilal
Motilal Oswal Midcap 30 Direct Growth
47.380 30.16% 2,751 cr 0.93% Above Average
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average
Sbi
SBI Magnum Midcap Fund Direct Growth
144.184 19.26% 7,136 cr 1.01% Above Average
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
43.400 17.08% 5,012 cr 0.46% Above Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
75.722 14.61% 19,303 cr 0.48% Average


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