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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.
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Growth Review
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Portfolio Analysis
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- Others
As on: 2025-01-31
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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
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 : %
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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