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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 2.55% returns, against a category average of 2.49% and a category best of 16.53%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.552.4916.53
6M12.441.4926.07
1Y38.605.3947.78
3Y16.2217.55142.86

Portfolio Analysis

  • Equity: 94.62%
  • Debt: 5.38%
  • Others
As on: 2025-01-31
View allocation % by

1. Lupin Ltd2.41%
2. Alkem Laboratories Ltd1.50%
3. Zydus Lifesciences Ltd1.41%
4. Mankind Pharma Ltd0.75%
5. Biocon Ltd0.31%

1. Persistent Systems Ltd2.51%
2. MphasiS Ltd1.38%
3. Coforge Ltd1.13%
4. Tata Elxsi Ltd0.49%

1. The Federal Bank Ltd3.10%
2. AU Small Finance Bank Ltd1.97%

1. Fortis Health Care Ltd2.13%
2. Max Healthcare Institute Ltd1.42%
3. Dr Lal Path Labs Ltd1.09%

1. Jubilant Foodworks Ltd1.67%
2. Chalet Hotels Ltd1.22%
3. Devyani international limited0.77%
4. The Indian Hotels Company Ltd0.40%

1. Indian Bank2.34%
2. Union Bank of India1.32%

1. Oberoi Realty Ltd2.16%
2. Prestige Estates Projects Ltd0.98%
3. The Phoenix Mills Ltd0.28%

1. Cummins India Ltd3.16%

1. Mahindra & Mahindra Financial Services Ltd2.08%
2. Shriram Finance Ltd1.01%

1. JK Cement Ltd1.60%
2. ACC Ltd1.22%

1. Coromandel International Ltd2.72%

1. Kalyan Jewellers India Ltd2.60%

1. Trent Ltd2.15%

1. Delhivery Ltd1.43%
2. Container Corporation of India Ltd0.68%

1. PB Fintech Ltd1.82%

1. Marico Ltd1.81%

1. ICICI Prudential Life Insurance Company Ltd0.97%
2. Max Financial Services Ltd0.75%

1. Bharat Forge Ltd1.06%
2. Sona BLW Precision Forgings Ltd0.64%

1. Hindustan Petroleum Corporation Ltd1.70%

1. United Breweries Ltd1.59%

1. TVS Motor Company Ltd0.98%
2. Ola Electric Mobility Ltd0.61%

1. Apollo Tyres Ltd1.55%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.51%

1. BSE Ltd1.50%

1. Bharat Electronics Ltd1.50%

1. GE Vernova T and D India Ltd1.47%

1. LIC Housing Finance Ltd1.03%
2. Aavas Financiers Ltd0.40%

1. Info Edge (IndiLtd1.43%

1. Torrent Power Ltd1.26%

1. TVS Holdings Ltd1.23%

1. Grindwell Norton Ltd1.16%

1. Jindal Steel & Power Ltd1.14%

1. Polycab India Ltd1.14%

1. Astral Ltd1.13%

1. Deepak Nitrite Ltd1.09%

1. Computer Age Management Services Ltd0.85%
2. Cholamandalam Financial Holdings Ltd0.22%

1. Supreme Industries Ltd1.05%

1. Power Finance Corporation Ltd1.02%

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.

Fund Managers

S Bharath

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundPGIM India Midcap Fund Growth29680.98 CR1.73
This FundTaurus Mid Cap Fund Growth0108.95 CR2.58
This FundSundaram Mid Cap Fund - Institutional Plan Growth010450.74 CR1.59
This FundInvesco India Midcap Fund Growth39895.34 CR1.72
This FundHSBC Midcap Fund Growth411341.83 CR1.73
Fund Name1Y3Y
This FundPGIM India Midcap Fund Growth3.71150.6679
This FundTaurus Mid Cap Fund Growth2.073755.6297
This FundSundaram Mid Cap Fund - Institutional Plan Growth38.60256.9746
This FundInvesco India Midcap Fund Growth12.4627105.4767
This FundHSBC Midcap Fund Growth18.8426105.8811

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 : 2.55%
  • 6 Months : 12.44%
  • 1 Year : 38.60%
  • 3 Years : 16.22%
Returns of Sundaram Mid Cap Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 767.7664 as on Dec 31,2021. Since inception, the return has been 56.97%.

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