- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Mid Cap Institutional fund (RIDCW-A)
Formerly Sundaram Mid Cap Instl DR
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
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 | 1.78 |
Launched (14y ago) | Jun 17, 2010 |
AUM in Crores | 10262.075 |
ISIN | INF903J01223 |
Lock-in | No Lock-in |
Benchmark | 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) | 0.552 |
Sharpe Ratio (5yr) | 0.46 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Mid Cap Institutional fund (RIDCW-A) | 10,20,880 | 2,88,268 | 13.4% | |
| 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
power finance corp ltd
3.9%the federal bank ltd
3.3%cummins india ltd
3.3%trent ltd
3.2%kalyan jewellers india ltd
3.2%Allocation by Sector
financial services
23.1%industrials
20.1%consumer cyclical
18%healthcare
11.3%basic materials
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.7% | ||
23% | 20.6% | ||
5.1% | 4.8% | ||
21.8% | 12.9% | ||
20.4% | % |
Sundaram 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 13 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 4/17/2024 is ₹10262.075. 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 Nifty Midcap 150 TR INR.
Sundaram Mid Cap Institutional fund (RIDCW-A) is rated as a 2 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 Neutral 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 1.78% for regular plan.