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Sundaram Mid Cap Growth INF903J01173

NAV / 1-Day Return
1,190.03 / -1.20%
Total Assets
116.4 Bil
Inception Date
Jul 30, 2002
Expense Ratio
1.770%
Fee Level
Load
1.00%
Category
India Fund Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
0.00%
Turnover
42%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
11.15 11.33 40.77 -15.41 -0.30 11.79 37.49 4.84 40.35 32.01 -13.75
Category
9.21 5.42 47.90 -11.99 2.25 23.92 44.79 2.60 38.12 28.43 -13.06
Index
0.99 3.19 36.29 -2.11 9.69 19.99 32.84 2.47 26.07 15.94 -7.47
Quartile Rank
Quartile Rank is second Quartile Rank is first Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is third Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is second Quartile Rank is second Quartile Rank is second Quartile Rank is third
Percentile Rank
33 20 86 76 68 94 82 26 37 26 74
# of Invest. in Cat.
192 189 268 156 168 163 166 162 190 192 194
Category Name
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap
IN002 India Fund Mid-Cap

Articles related to this fund


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 94.63 0.00 94.63 94.24 100.00
Fixed Income 0.00 0.00 0.00 0.15 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 5.37 0.29 5.66 5.87 0.00
Other 0.00 0.00 0.00 0.03 0.00

Stock Style

People

Inception Date
Jul 30, 2002
Number of Managers
2
Longest Tenure
4.0 Years
Average Tenure
4.0 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Feb 24, 2021 –Present
Feb 24, 2021 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
79 0
Bond Holding
0 0
Other Holding
2 1
Total Holding
81 1
Equity Holdings
79
Bond Holdings
0
Other Holdings
2
Total Holdings
81
% Assets in Top 10 Holdings
25
Reported Turnover %
42.36
As of 03 / 31 / 24
Active Share
66.24
Women Directors %
19
Women Executives %
6
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
3.16 Dec 31, 2017 3,676,359,652
INR Indian Rupee
10.16 Industrials
3.10 Dec 31, 2018 3,603,298,640
INR Indian Rupee
17.76 Financial Services
2.72 Nov 30, 2010 3,161,613,188
INR Indian Rupee
58.84 Basic Materials
2.60 Mar 31, 2021 3,027,062,645
INR Indian Rupee
29.29 Consumer Cyclical
2.51 Apr 30, 2022 2,925,159,479
INR Indian Rupee
34.75 Technology
2.41 Jan 31, 2023 2,809,275,324
INR Indian Rupee
19.65 Healthcare
2.34 Jul 31, 2023 2,721,588,890
INR Indian Rupee
-2.04 Financial Services
2.16 Jan 31, 2022 2,518,755,119
INR Indian Rupee
20.36 Real Estate
2.15 Dec 31, 2006 2,498,212,036
INR Indian Rupee
29.67 Consumer Cyclical
2.13 Dec 31, 2021 2,483,495,210
INR Indian Rupee
39.04 Healthcare
Holdings as of Jan 31, 2025 | The top 81 largest holdings are available for display across Equity, Bond and Other.


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