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Sundaram Mid Cap Fund

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Sundaram Mid Cap Fund

Growth
1,218.230.62% (+7.51)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OverviewPeersPortfolioFund ManagerOpinions

Asset Allocation

Actual

Target

Jun 2023

Sep 2023

Dec 2023

Mar 2024

ACTUAL
Pref SharesMutual FundsCash & EquivalentsEquity0.00%1.46%3.26%95.28%

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Distribution

+33 moreIT Services & ConsultingConsumer FinanceSpecialized FinanceAuto PartsPharmaceuticals69.34 %5.45 %5.52 %5.55 %6.34 %7.80 %

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Weightage

Dec 22Mar 23Jun 23Sep 23Dec 23Mar 245.14%5.93%5.71%6.85%7.08%7.80%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Cummins India Ltd
    CUMMINSIND
    3M change : 0.90 %

    Holdings

    3.64 %

    0.90 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.46 %

    Holdings

    3.48 %

    0.46 %
  • Federal Bank Ltd
    FEDERALBNK
    3M change : -0.14 %

    Holdings

    3.36 %

    -0.14 %
  • Tube Investments of India Ltd
    TIINDIA
    3M change : 0.05 %

    Holdings

    3.33 %

    0.05 %
  • Power Finance Corporation Ltd
    PFC
    3M change : -1.40 %

    Holdings

    3.24 %

    -1.40 %
  • Trent Ltd
    TRENT
    3M change : 0.28 %

    Holdings

    3.01 %

    0.28 %
  • Fortis Healthcare Ltd
    FORTIS
    3M change : -0.16 %

    Holdings

    2.47 %

    -0.16 %
  • Zydus Lifesciences Ltd
    ZYDUSLIFE
    3M change : 0.75 %

    Holdings

    2.36 %

    0.75 %
  • REC Limited
    RECLTD
    3M change : 0.13 %

    Holdings

    2.28 %

    0.13 %
  • Oberoi Realty Ltd
    OBEROIRLTY
    3M change : -0.14 %

    Holdings

    2.12 %

    -0.14 %
  • Persistent Systems Ltd
    PERSISTENT
    3M change : 0.08 %

    Holdings

    2.10 %

    0.08 %
  • Indian Bank
    INDIANB
    3M change : 1.28 %

    Holdings

    2.04 %

    1.28 %
  • Shriram Finance Ltd
    SHRIRAMFIN
    3M change : -0.84 %

    Holdings

    1.95 %

    -0.84 %
  • Lupin Ltd
    LUPIN
    3M change : 0.27 %

    Holdings

    1.92 %

    0.27 %
  • Coromandel International Ltd
    COROMANDEL
    3M change : -0.38 %

    Holdings

    1.86 %

    -0.38 %
  • Torrent Power Ltd
    TORNTPOWER
    3M change : 0.57 %

    Holdings

    1.79 %

    0.57 %
  • Bharat Electronics Ltd
    BEL
    3M change : -0.09 %

    Holdings

    1.64 %

    -0.09 %
  • TVS Holdings Ltd
    TVSHLTD
    3M change : 0.03 %

    Holdings

    1.59 %

    0.03 %
  • Voltas Ltd
    VOLTAS
    3M change : 0.12 %

    Holdings

    1.57 %

    0.12 %
  • Gujarat State Petronet Ltd
    GSPL
    3M change : 0.06 %

    Holdings

    1.57 %

    0.06 %
  • Max Financial Services Ltd
    MFSL
    3M change : 0.02 %

    Holdings

    1.56 %

    0.02 %
  • Grindwell Norton Ltd
    GRINDWELL
    3M change : -0.40 %

    Holdings

    1.56 %

    -0.40 %
  • Chalet Hotels Ltd
    CHALET
    3M change : 0.29 %

    Holdings

    1.54 %

    0.29 %
  • Delhivery Ltd
    DELHIVERY
    3M change : 0.26 %

    Holdings

    1.50 %

    0.26 %
  • Dalmia Bharat Ltd
    DALBHARAT
    3M change : -0.34 %

    Holdings

    1.46 %

    -0.34 %
  • Alkem Laboratories Ltd
    ALKEM
    3M change : -0.14 %

    Holdings

    1.45 %

    -0.14 %
  • Polycab India Ltd
    POLYCAB
    3M change : -0.38 %

    Holdings

    1.40 %

    -0.38 %
  • Hindustan Petroleum Corp Ltd
    HINDPETRO
    3M change : 0.50 %

    Holdings

    1.37 %

    0.50 %
  • ZF Commercial Vehicle Control Systems India Ltd
    ZFCVINDIA
    3M change : -0.15 %

    Holdings

    1.35 %

    -0.15 %
  • PB Fintech Ltd
    POLICYBZR
    3M change : 0.33 %

    Holdings

    1.31 %

    0.33 %
  • AU Small Finance Bank Ltd
    AUBANK
    3M change : -0.56 %

    Holdings

    1.30 %

    -0.56 %
  • Max Healthcare Institute Ltd
    MAXHEALTH
    3M change : 0.45 %

    Holdings

    1.28 %

    0.45 %
  • Coforge Ltd
    COFORGE
    3M change : -0.23 %

    Holdings

    1.26 %

    -0.23 %
  • Union Bank of India Ltd
    UNIONBANK
    3M change : 0.22 %

    Holdings

    1.26 %

    0.22 %
  • Jubilant Foodworks Ltd
    JUBLFOOD
    3M change : -0.19 %

    Holdings

    1.25 %

    -0.19 %
  • Jindal Steel And Power Ltd
    JINDALSTEL
    3M change : -0.43 %

    Holdings

    1.24 %

    -0.43 %
  • Info Edge (India) Ltd
    NAUKRI
    3M change : 0.04 %

    Holdings

    1.18 %

    0.04 %
  • Container Corporation of India Ltd
    CONCOR
    3M change : 0.03 %

    Holdings

    1.16 %

    0.03 %
  • Computer Age Management Services Ltd
    CAMS
    3M change : 0.10 %

    Holdings

    1.15 %

    0.10 %
  • Bharat Heavy Electricals Ltd
    BHEL
    3M change : 0.85 %

    Holdings

    1.14 %

    0.85 %
  • Cholamandalam Investment and Finance Company Ltd
    CHOLAFIN
    3M change : -1.28 %

    Holdings

    1.06 %

    -1.28 %
  • Schaeffler India Ltd
    SCHAEFFLER
    3M change : -0.33 %

    Holdings

    1.00 %

    -0.33 %
  • TVS Motor Company Ltd
    TVSMOTOR
    3M change : -0.26 %

    Holdings

    0.99 %

    -0.26 %
  • Hatsun Agro Product Ltd
    HATSUN
    3M change : -0.13 %

    Holdings

    0.99 %

    -0.13 %
  • Astral Ltd
    ASTRAL
    3M change : -0.32 %

    Holdings

    0.98 %

    -0.32 %
  • United Breweries Ltd
    UBL
    3M change : 0.30 %

    Holdings

    0.98 %

    0.30 %
  • Mahindra and Mahindra Financial Services Ltd
    M&MFIN
    3M change : 0.98 %

    Holdings

    0.98 %

    0.98 %
  • Cholamandalam Financial Holdings Ltd
    CHOLAHLDNG
    3M change : 0.22 %

    Holdings

    0.87 %

    0.22 %
  • CG Power and Industrial Solutions Ltd
    CGPOWER
    3M change : 0.85 %

    Holdings

    0.85 %

    0.85 %
  • Laurus Labs Ltd
    LAURUSLABS
    3M change : -0.11 %

    Holdings

    0.81 %

    -0.11 %
  • Biocon Ltd
    BIOCON
    3M change : -0.03 %

    Holdings

    0.79 %

    -0.03 %
  • Aavas Financiers Ltd
    AAVAS
    3M change : -0.13 %

    Holdings

    0.78 %

    -0.13 %
  • PI Industries Ltd
    PIIND
    3M change : 0.04 %

    Holdings

    0.78 %

    0.04 %
  • Devyani International Ltd
    DEVYANI
    3M change : 0.75 %

    Holdings

    0.75 %

    0.75 %
  • UNO Minda Ltd
    UNOMINDA
    3M change : 0.02 %

    Holdings

    0.75 %

    0.02 %
  • Sona BLW Precision Forgings Ltd
    SONACOMS
    3M change : -0.32 %

    Holdings

    0.70 %

    -0.32 %
  • Metro Brands Ltd
    METROBRAND
    3M change : -0.41 %

    Holdings

    0.70 %

    -0.41 %
  • J K Cement Ltd
    JKCEMENT
    3M change : 0.66 %

    Holdings

    0.66 %

    0.66 %
  • Kajaria Ceramics Ltd
    KAJARIACER
    3M change : -0.08 %

    Holdings

    0.66 %

    -0.08 %
  • Indian Railway Catering and Tourism Corporation Ltd
    IRCTC
    3M change : 0.61 %

    Holdings

    0.61 %

    0.61 %
  • APL Apollo Tubes Ltd
    APLAPOLLO
    3M change : 0.01 %

    Holdings

    0.59 %

    0.01 %
  • Kansai Nerolac Paints Ltd
    KANSAINER
    3M change : 0.54 %

    Holdings

    0.54 %

    0.54 %
  • Star Health and Allied Insurance Company Ltd
    STARHEALTH
    3M change : 0.54 %

    Holdings

    0.54 %

    0.54 %
  • Apollo Tyres Ltd
    APOLLOTYRE
    3M change : 0.49 %

    Holdings

    0.49 %

    0.49 %
  • Navin Fluorine International Ltd
    NAVINFLUOR
    3M change : -1.23 %

    Holdings

    0.49 %

    -1.23 %
  • Mphasis Ltd
    MPHASIS
    3M change : 0.48 %

    Holdings

    0.48 %

    0.48 %
  • Sanofi India Ltd
    SANOFI
    3M change : -0.02 %

    Holdings

    0.47 %

    -0.02 %
  • Tata Elxsi Ltd
    TATAELXSI
    3M change : -0.02 %

    Holdings

    0.43 %

    -0.02 %
  • Sundaram Clayton Ltd
    SUNCLAY
    3M change : -0.04 %

    Holdings

    0.26 %

    -0.04 %
  • Balkrishna Industries Ltd
    BALKRISIND
    3M change : -0.07 %

    Holdings

    0.19 %

    -0.07 %
  • Prestige Estates Projects Ltd
    PRESTIGE
    3M change : 0.08 %

    Holdings

    0.08 %

    0.08 %
  • Emami Ltd
    EMAMILTD
    3M change : -0.62 %

    Holdings

    0.00 %

    -0.62 %
  • Zee Entertainment Enterprises Ltd
    ZEEL
    3M change : -1.16 %

    Holdings

    0.00 %

    -1.16 %
  • Ashok Leyland Ltd
    ASHOKLEY
    3M change : -0.72 %

    Holdings

    0.00 %

    -0.72 %
  • KPR Mill Ltd
    KPRMILL
    3M change : -0.14 %

    Holdings

    0.00 %

    -0.14 %
  • Petronet LNG Ltd
    PETRONET
    3M change : -0.34 %

    Holdings

    0.00 %

    -0.34 %
  • JSW Infrastructure Ltd
    JSWINFRA
    3M change : -0.26 %

    Holdings

    0.00 %

    -0.26 %
  • Bank of India Ltd
    BANKINDIA
    3M change : -0.45 %

    Holdings

    0.00 %

    -0.45 %
  • KPIT Technologies Ltd
    KPITTECH
    3M change : -0.80 %

    Holdings

    0.00 %

    -0.80 %
  • Indian Renewable Energy Development Agency Ltd
    IREDA
    3M change : -0.08 %

    Holdings

    0.00 %

    -0.08 %
  • Century Plyboards (India) Ltd
    CENTURYPLY
    3M change : -0.02 %

    Holdings

    0.00 %

    -0.02 %