• 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

Good

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

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

1.84

Launched (13y ago)

May 20, 2009

AUM in Crores

7472.626

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

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

the federal bank ltd

3.4%
3.4%

schaeffler india ltd

3.3%
3.3%

axis bank ltd

3%
3%

varun beverages ltd

2.8%
2.8%

trent ltd

2.8%
2.8%
See all holdings

Allocation by Sector

financial services

23.6%
23.6%

consumer cyclical

23.2%
23.2%

industrials

14.6%
14.6%

basic materials

11.4%
11.4%

healthcare

7.3%
7.3%
See all sectors

Compare Sundaram Mid Cap Institutional fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.5%

    8.4%

    13.7%

    11.6%

    12.2%

    14%

    12%

    7.3%

    11.8%

    13.7%

    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 13 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 11/27/2022 is ₹7472.626. 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 stocks 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 1.84% for regular plan.