• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Mid Cap Institutional fund (Growth)

Formerly Sundaram Sel Mid Cap Instl Gr

Sundaram Mutual Fund

Sundaram Mid Cap Institutional fund (Growth)

EquityMid Cap

767.7664

NAV (Dec 31)

13.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

767.7664

NAV (Dec 31)

Fund Returns

Last 1Y
38.6%
Last 3Y
16.2%
Last 5Y
13.7%
Last 10Y
19.7%
Since Inception
16%
6 Month CAGR
12.4%

Scheme Information

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

Expense Ratio
1.81
Launched (14y ago)
May 20, 2009
AUM in Crores
8477.713
ISIN
INF903J01207
Lock-in
No Lock-in
Benchmark
IISL Nifty Midcap 150 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
24.6
Standard Deviation (5yr)
21.3
Beta (3yr)
0.94
Beta (5yr)
0.92
Sharpe Ratio (3yr)
0.562
Sharpe Ratio (5yr)
0.471
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Ratish Varier

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Mid Cap Institutional fund (Growth)70%10,28,881 2,96,26913.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Stock Holdings

treps

5.3%
5.3%

the federal bank ltd

3.7%
3.7%

power finance corp ltd

3.6%
3.6%

shriram finance ltd

3.4%
3.4%

tube investments of india ltd ordinary shares

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

23.4%
23.4%

industrials

18.4%
18.4%

consumer cyclical

17.7%
17.7%

healthcare

10%
10%

basic materials

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 64,618 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.6%

25.1%

20.4%

21.7%

12.5%

19.9%

14.5%

12.4%

7.5%

Sundaram Mid Cap Institutional fund (G) Review

Sundaram Mid Cap Institutional fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16% over a period of 14 years. The fund was previously known as Sundaram Sel Mid Cap Instl Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ratish Varier, Rohit Seksaria, S. Bharath.

Nav of Sundaram Mid Cap Institutional fund (G) as of 12/31/2021 is ₹767.77 with the total AUM as of 12/1/2023 is ₹8477.713. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Mid Cap Institutional fund (G) was launched on May 20, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Mid Cap Institutional fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Mid Cap Institutional fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

Sundaram Mid Cap Institutional fund (G) is rated as a 1 fund in Equity and delivered 38.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Mid Cap Institutional fund (G).

Frequently Asked Questions

What is Sundaram Mid Cap Institutional fund (G)?

Sundaram Mid Cap Institutional fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Mid Cap Institutional fund (G)?

You can invest in Sundaram Mid Cap Institutional fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Mid Cap Institutional fund (G)?

The minimum sip amount for Sundaram Mid Cap Institutional fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Mid Cap Institutional fund (G) good to invest in?

As per Scripbox experts, Sundaram Mid Cap Institutional fund (G) is a Not Recommended fund. You can investSundaram Mid Cap Institutional fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Mid Cap Institutional fund (G)?

The expense ratio of the Sundaram Mid Cap Institutional fund (G) is 1.81% for regular plan.