- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Mid Cap Institutional fund (Growth)
Formerly Sundaram Sel Mid Cap Instl Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Mid Cap Institutional fund (Growth) | 10,28,881 | 2,96,269 | 13.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
treps
5.3%the federal bank ltd
3.7%power finance corp ltd
3.6%shriram finance ltd
3.4%tube investments of india ltd ordinary shares
3.1%Allocation by Sector
financial services
23.4%industrials
18.4%consumer cyclical
17.7%healthcare
10%basic materials
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox 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)?
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.