Balance between large and small-caps, investment in cos with single-focus—should Sundaram Mid-cap fund make it to your portfolio?
ET Wealth collaborates with Value Research to analyze top mutual funds. We examine the key fundamentals of the fund, its portfolio, and performance to help you make an informed investment decision.BASIC FACTS
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Budget with ET
Tax calculator
30 JULY 2002
CATEGORY
EQUITY
TYPE
MID CAP
AUM*
Rs.12,619 crore
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BENCHMARK
NIFTY MIDCAP 150
TOTAL RETURN INDEX
WHAT IT COSTS
NAV**
GROWTH OPTION
Rs.1221.11
IDCW
Rs.60.63
MINIMUM INVESTMENT
Rs.100
MINIMUM SIP AMOUNTRs.100
EXPENSE RATIO# (%)1.72
EXIT LOAD
For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days
*AS ON 31 DEC 2024
**AS ON 27 JAN 2025
#AS ON 31 DEC 2024
FUND MANAGER
BHARATH S/RATISH VARIER
3 YEARS, 10 MONTHS
Recent portfolio changes
New entrants
Blue Star (Nov), Mankind Pharma (Dec)
Complete exits
CG Power & Industrial Solutions, Laurus Labs,Sanofi Consumer Healthcare India (Nov)
Should You Buy
This fund currently runs a sizeable presence in both large- and smallcaps, apart from its mid-cap tilt. It strives for a balance between structural and cyclical picks. The preference is for businesses that adopt a single-focus approach. The fund portfolio is heavily diversified, with the fund managers preferring modest exposure even in top bets to keep risks at bay. The fund struggled with chronic underperformance between 2017 and 2021. It has since improved its return profile while also elevating its risk metrics. A sustained improvement in performance could make this fund a worthy bet in this space.
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This story originally appeared on: India Times - Author:Faqs of Insurances
