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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

747.853 (0.671%)
NAV on September 22, 2021
Category Equity:
Mid-Cap
Investment StyleBox
Mid Growth
Total Assets 6,926 cr
Turnover Ratio 63.46%
Expense Ratio 1.15%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 7.27%
  • 1Y: 68.10%
  • 3M: 14.36%
  • 3Y: 15.47%
  • 6M: 23.61%
  • 5Y: 12.25%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since 7 months) Ratish Varier (Since 7 months)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 30.29
P/B Ratio 4.50
Launch Date January 01, 2013
Benchmark IISL NIFTY Midcap 100 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL NIFTY Midcap 100 TR INR

Alpha -1.20
Beta 0.89
R-Squared 95.25
Info Ratio -0.33
Tracking Err 6.43
Sortino 0.475
Sharpe 0.372
Std Dev 25.742
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 20.31%
Industrial 19.51%
Technology 9.35%
Basic Materials 15.08%
Consumer Cyclical 17.6%
Utilities Services 2.6%
Healthcare Services 9.91%
Energy Services 0.00%
Communication Services 0.00%
Consumer Defensive 5.07%
Real Estate 0.57%
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
46.440 98.12% 2,709 cr 0.34% Above Average
Axis
Axis Midcap Fund Direct Plan Growth
77.410 70.69% 14,804 cr 0.49% Low
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
97.176 71.60% 30,949 cr 1.04% Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
46.440 98.12% 2,709 cr 0.34% Above Average
Sbi
SBI Magnum Midcap Fund Direct Growth
143.084 83.56% 6,056 cr 1.09% Above Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
77.698 77.38% 15,709 cr 0.57% Above Average
Birla new
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth
493.070 76.69% 3,226 cr 1.21% Average
Axis
Axis Midcap Fund Direct Plan Growth
77.410 70.69% 14,804 cr 0.49% Low


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