Sundaram Mid Cap Institutional Growth

Very High Risk
Equity
Mid-Cap

NAV as on Dec 31, 2021

Price per unit of the scheme.

₹ 767.76641.10%1 Day Change

2.55%

Minimum Investment₹100

Expense Ratio1.81%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Mid Cap Institutional Growth

Equity: Mid-Cap Average NAV

Topper in Equity: Mid-Cap

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Mid Cap Institutional Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

IISL Nifty Midcap 150 TR INR

Expense Ratio

1.81%

Category Avg Expense Ratio

0.75%

Minimum Investment (Lumpsum/SIP)

₹ 100 /₹ 100

Lock In (Years)

No Lock-in

Fund Size

₹ 13,344.99 Cr(As on Nov, 2025)

Inception Date

May 20, 2009

Turnover

44.00 %

Exit Load

Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

ABOUT THE FUND

Objective: The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

Sundaram Mid Cap Institutional Growth is an Equity - Mid-Cap fund. The fund was launched inMay 20, 2009. Its risk level is . The NAV of the fund as onDec 31, 2021 is ₹767.77. Its expense ratio is 1.81 %. The fund has an AUM of ₹13,344.99 Cr.The fund is managed byS. Bharath,Ratish Varier.
The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

S. Bharath

Lead Fund Manager.

Feb 24, 2021 - Present

Fund Manager Rank13Out of 29
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed9
Total AUM₹ 41,199.69 Cr
Highest Return In 1 Yr10.62 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Mid Cap - Direct Plan - Growth Option

₹ 1,563.03

-1.26%

-1.66%

Very High Risk

₹13,344.99Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹ 189.71

-1.22%

-0.98%

High Risk

₹7,655.04Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹ 33.13

0.30%

-0.62%

Moderately High risk

₹20.52Cr

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV₹ 1,563.03
Fund Size₹13,344.99Cr

Fund Return-1.26%

Category Return-1.66%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV₹ 189.71
Fund Size₹7,655.04Cr

Fund Return-1.22%

Category Return-0.98%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV₹ 33.13
Fund Size₹20.52Cr

Fund Return0.30%

Category Return-0.62%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Ratish Varier

Lead Fund Manager.

Feb 24, 2021 - Present

Schemes managed5
Total AUM₹ 19,772.63 Cr
Highest Return In 1 Yr4.85 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Mid Cap - Direct Plan - Growth Option

₹ 1,563.03

-1.26%

-1.66%

Very High Risk

₹13,344.99Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹ 107.15

-2.66%

-2.20%

Very High Risk

₹1,628.06Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹ 432.68

-1.65%

-1.71%

Very High Risk

₹2,915.33Cr

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV₹ 1,563.03
Fund Size₹13,344.99Cr

Fund Return-1.26%

Category Return-1.66%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV₹ 107.15
Fund Size₹1,628.06Cr

Fund Return-2.66%

Category Return-2.20%

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV₹ 432.68
Fund Size₹2,915.33Cr

Fund Return-1.65%

Category Return-1.71%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Nov, 2025

EQUITY (94.26%)

DEBT (-%)

CASH (5.72%)

Allocation by Market Cap

Large Cap(10.68%)

Mid Cap(68.81%)

Small Cap(13.83%)

Industry Holdings

Banks Regional8.87%
Diversified Industrials8.14%
Auto Parts7.54%
Information Technology Services5.54%
Drug Manufacturers Specialty Generic5.15%
Household Personal Products5.10%

Stock Holdings

Cummins India Ltd4.15%
Mahindra & Mahindra Financial Services Ltd3.30%
Coromandel International Ltd3.09%
GE Vernova T&D India Ltd2.50%
Fortis Healthcare Ltd2.47%
The Federal Bank Ltd2.29%

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
----
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
----
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
----
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
----
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
----
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
----

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
-4.94
This Fund
VS
-0.35
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
96.14
This Fund
VS
90.50
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
0.94
This Fund
VS
0.94
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
0.56
This Fund
VS
0.94
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
0.73
This Fund
VS
1.55
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
24.62
This Fund
VS
15.67
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 76,663.30 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

rahulm@sundarammutual.com

AUM

₹ 76,663.30 Cr (

As on Nov 30, 2025

)

Address

Sundaram Towers, Chennai,600 014

FAQ's

What is the category of Sundaram Mid Cap Institutional Growth ?

The category of Sundaram Mid Cap Institutional Growth is Equity - Mid-Cap

What is the current NAV of Sundaram Mid Cap Institutional Growth ?

The current NAV of Sundaram Mid Cap Institutional Growth as on Dec 31, 2021 is ₹767.77

How safe is Sundaram Mid Cap Institutional Growth ?

The risk level of Sundaram Mid Cap Institutional Growth is Very High.

What are short term returns given by Sundaram Mid Cap Institutional Growth ?

The return given by Sundaram Mid Cap Institutional Growth in 1 month is 2.55%, 3 months is 0.92%, 6 months is 12.44%, and 1 year is 38.60%

What are the long term returns given by Sundaram Mid Cap Institutional Growth ?

The return given by Sundaram Mid Cap Institutional Growth in 3 years is 16.22% and 5 years is 13.66%.

What is the expense ratio of Sundaram Mid Cap Institutional Growth ?

The expense ratio of Sundaram Mid Cap Institutional Growth is 1.81%

What is the AUM of Sundaram Mid Cap Institutional Growth ?

The assets under Management (AUM) of Sundaram Mid Cap Institutional Growth is Rs 13,344.99 crores.

What is the minimum investment in Sundaram Mid Cap Institutional Growth ?

The minimum Lumpsum investment in Sundaram Mid Cap Institutional Growth is ₹100.00 and the minimum SIP investment in Sundaram Mid Cap Institutional Growth is ₹100.00

What is the asset allocation of Sundaram Mid Cap Institutional Growth?

Sundaram Mid Cap Institutional Growth has an exposure of 94.26% in Equity and 5.72% in Cash & Money Market Securities