- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Mid Cap Institutional fund (RIDCW-A)
Formerly Sundaram Mid Cap Instl DR
However, Scripbox does not recommend investing in mid cap mutual funds.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Scripbox Recommended Large and Mid Cap Funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 40.673
NAV (Dec 31)
Fund Returns
Last 1Y | 38.6% |
Last 3Y | 15.9% |
Last 5Y | 13.4% |
Last 10Y | 18.7% |
Since Inception | 13.2% |
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 | 1.87 |
Launched (12y ago) | Jun 17, 2010 |
AUM in Crores | 6444.477 |
ISIN | INF903J01223 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
schaeffler india ltd
4%treps
3.4%varun beverages ltd
2.9%srf ltd
2.8%grindwell norton ltd
2.7%Allocation by Sector
financial services
22.9%consumer cyclical
22.6%industrials
15.8%basic materials
10.1%healthcare
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,100 cr | ||
₹ 12,768 cr | ||
₹ 12,768 cr | ||
₹ 4,100 cr | ||
₹ 4,100 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 52,230 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5% | 7.5% | ||
4.5% | 5.4% | ||
4.5% | 5.4% | ||
5.3% | 6.9% | ||
4.7% | 6.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSundaram Mid Cap Institutional fund (RIDCW-A) Review
Sundaram Mid Cap Institutional fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 13.2% over a period of 12 years. The fund was previously known as Sundaram Mid Cap Instl DR. 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 (RIDCW-A) as of 12/31/2021 is ₹40.67 with the total AUM as of 8/6/2022 is ₹6444.477. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Mid Cap Institutional fund (RIDCW-A) was launched on Jun 17, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Mid Cap Institutional fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A).
Frequently Asked Questions
What is Sundaram Mid Cap Institutional fund (RIDCW-A)?
How to invest in Sundaram Mid Cap Institutional fund (RIDCW-A)?
You can invest in Sundaram Mid Cap Institutional fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Sundaram Mid Cap Institutional fund (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Mid Cap Institutional fund (RIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Mid Cap Institutional fund (RIDCW-A) is a Not Recommended fund. You can investSundaram Mid Cap Institutional fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Sundaram Mid Cap Institutional fund (RIDCW-A) is 1.87% for regular plan.