Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹10000000
AUM (Fund size)
₹10,451 Cr
Lock In Period
N/A
Expense Ratio
1.59
Benchmark
Nifty Midcap 100
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Summary
Latest details for Sundaram Mid Cap Fund - Institutional Plan Growth include a ₹767.7664 NAV as of Dec 31,2021 and returns since inception of 56.97%. Minimum investments start at SIP ₹0. The Sundaram Mid Cap Fund - Institutional Plan Growth AUM is ₹10,451 Cr, with a lock-in of N/A years, expense ratio of 1.59%, and benchmark Nifty Midcap 100. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-01-31
View allocation % by
About Fund
Sundaram Mid Cap Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹10,451 Crore. The fund benchmarks its performance against the Nifty Midcap 100 while maintaining an expense ratio of 1.59. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundQuant Mid Cap Fund Growth | 2 | 7283.39 CR | 1.82 |
| This FundTaurus Mid Cap Fund Growth | 3 | 123.2 CR | 2.54 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10450.74 CR | 1.59 |
| This FundNippon India Growth Mid Cap Fund Growth | 4 | 41727.36 CR | 1.54 |
| This FundInvesco India Midcap Fund Growth | 5 | 10058.39 CR | 1.72 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Mid Cap Fund Growth | -0.3272 | 52.3796 |
| This FundTaurus Mid Cap Fund Growth | 9.1341 | 52.9389 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundNippon India Growth Mid Cap Fund Growth | 21.551 | 101.5226 |
| This FundInvesco India Midcap Fund Growth | 23.3526 | 106.4036 |
FAQs
Sundaram Mid Cap Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Mid Cap Fund - Institutional Plan Growth is 1.59. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Mid Cap Fund - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Mid Cap Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Mid Cap Fund - Institutional Plan Growth is ₹10,451 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Mid Cap Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500