- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Sundaram Mid Cap Fund vs Quant Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.77 | 2.1 |
NAV | ₹1275.20 | ₹208.55 |
Fund Started | 24 Jun 2002 | 12 Feb 2001 |
Fund Size | ₹12619.32 Cr | ₹8891.20 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 0.50% if redeemed within 3 months. |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.77
2.1
NAV
₹1275.20
₹208.55
Fund Started
24 Jun 2002
12 Feb 2001
Fund Size
₹12619.32 Cr
₹8891.20 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 0.50% if redeemed within 3 months.
Returns
1 Year | 16.87% | -0.12% |
3 Year | 22.14% | 19.71% |
5 Year | 20.67% | 29.02% |
1 Year
16.87%
-0.12%
3 Year
22.14%
19.71%
5 Year
20.67%
29.02%
Holding Analysis
Equity | 94.27% | 97.50% |
Cash | 5.73% | -0.57% |
Equity
94.27%
97.50%
Cash
5.73%
-0.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Kalyan Jewellers India Ltd. | 3.65% |
Cummins India Ltd. | 3.20% |
The Federal Bank Ltd. | 3.05% |
Trent Ltd. | 2.82% |
Coromandel International Ltd. | 2.60% |
Lupin Ltd. | 2.59% |
Oberoi Realty Ltd. | 2.55% |
Persistent Systems Ltd. | 2.48% |
Fortis Healthcare Ltd. | 2.27% |
PB Fintech Ltd. | 2.02% |
Name | Assets |
|---|---|
Aurobindo Pharma Ltd. | 8.96% |
Reliance Industries Ltd. | 8.92% |
IRB Infrastructure Developers Ltd. | 7.94% |
Container Corporation Of India Ltd. | 7.25% |
Tata Communications Ltd. | 5.83% |
Marico Ltd. | 5.76% |
Steel Authority Of India Ltd. | 5.39% |
ITC Ltd. | 5.32% |
Lloyds Metals & Energy Ltd. | 4.82% |
Bharat Forge Ltd. | 3.49% |
Fund Manager
Name | Ratish Varier | Ankit A Pande |
Start Date | 01 Jan 2022 | 22 Aug 2023 |
Name
Ratish Varier
Ankit A Pande
Start Date
01 Jan 2022
22 Aug 2023
About Fund
Description | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. |
Launch Date | 24 Jun 2002 | 12 Feb 2001 |
Description
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
24 Jun 2002
12 Feb 2001
