Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

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Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

Very High Risk
Equity
Mid-Cap

NAV as on Dec 31, 2021

Price per unit of the scheme.

₹ 40.6730 1.10% 1 Day Change

2.55%

Minimum Investment ₹100

Expense Ratio 1.81%

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 --)

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

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

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

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 Reinvestmentof Income Distribution cum Capital Withdrawal

Equity: Mid-Cap Average NAV

Topper in Equity: Mid-Cap

Motilal Oswal Midcap 30 Direct Growth

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

Investment Type

MONTHLY SIP ONE -TIME

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

₹ 11,638.05 Cr(As on Jan, 2025)

Inception Date

Jun 17, 2010

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Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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 Reinvestmentof Income Distribution cum Capital Withdrawal is an Equity - Mid-Cap fund. The fund was launched in Jun 17, 2010. Its risk level is Very High. The NAV of the fund as on Dec 31, 2021 is ₹40.67. Its expense ratio is 1.81 %. The fund has an AUM of ₹11,638.05 Cr.The fund is managed by S. 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 Rank 39 Out of 53
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 managed 9
Total AUM ₹ 35,220.64 Cr
Highest Return In 1 Yr 8.83 %

Other Funds

table
card

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

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

-4.17%

-3.80%

Very High Risk

₹11,638.05Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹167.04

-2.13%

-2.88%

High Risk

₹5,435.68Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.28

0.38%

0.39%

Moderately High risk

₹27.12Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

-17.58%

-17.62%

Very High Risk

₹11,638.05Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹167.04

-8.95%

-10.60%

High Risk

₹5,435.68Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.28

-1.44%

-2.17%

Moderately High risk

₹27.12Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

-15.63%

-16.65%

Very High Risk

₹11,638.05Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹167.04

-8.11%

-10.03%

High Risk

₹5,435.68Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.28

0.25%

0.85%

Moderately High risk

₹27.12Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

6.55%

3.97%

Very High Risk

₹11,638.05Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹167.04

4.48%

3.65%

High Risk

₹5,435.68Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.28

5.59%

6.25%

Moderately High risk

₹27.12Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

21.27%

18.54%

Very High Risk

₹11,638.05Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹167.04

12.29%

12.64%

High Risk

₹5,435.68Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.28

7.78%

8.47%

Moderately High risk

₹27.12Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

22.67%

23.79%

Very High Risk

₹11,638.05Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹167.04

16.79%

16.81%

High Risk

₹5,435.68Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.28

9.21%

9.23%

Moderately High risk

₹27.12Cr

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

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return -4.17%

Category Return -3.80%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹167.04
Fund Size ₹5,435.68Cr

Fund Return -2.13%

Category Return -2.88%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.28
Fund Size ₹27.12Cr

Fund Return -0.38%

Category Return 0.39%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return -17.58%

Category Return -17.62%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹167.04
Fund Size ₹5,435.68Cr

Fund Return -8.95%

Category Return -10.60%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.28
Fund Size ₹27.12Cr

Fund Return -1.44%

Category Return -2.17%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return -15.63%

Category Return -16.65%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹167.04
Fund Size ₹5,435.68Cr

Fund Return -8.11%

Category Return -10.03%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.28
Fund Size ₹27.12Cr

Fund Return -0.25%

Category Return 0.85%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return 6.55%

Category Return 3.97%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹167.04
Fund Size ₹5,435.68Cr

Fund Return 4.48%

Category Return 3.65%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.28
Fund Size ₹27.12Cr

Fund Return 5.59%

Category Return 6.25%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return 21.27%

Category Return 18.54%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹167.04
Fund Size ₹5,435.68Cr

Fund Return 12.29%

Category Return 12.64%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.28
Fund Size ₹27.12Cr

Fund Return 7.78%

Category Return 8.47%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return 22.67%

Category Return 23.79%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹167.04
Fund Size ₹5,435.68Cr

Fund Return 16.79%

Category Return 16.81%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.28
Fund Size ₹27.12Cr

Fund Return 9.21%

Category Return 9.23%

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

Ratish Varier

Feb 24, 2021- Present

Schemes managed 5
Total AUM ₹ 17,588.10 Cr
Highest Return In 1 Yr 8.45 %

Other Funds

table
card

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

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

-4.17%

-3.80%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹94.50

-5.38%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹367.43

-2.96%

-3.43%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

-17.58%

-17.62%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹94.50

-12.67%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹367.43

-13.50%

-15.56%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

-15.63%

-16.65%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹94.50

-14.88%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹367.43

-12.92%

-14.50%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

6.55%

3.97%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹94.50

8.45%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹367.43

4.69%

3.19%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

21.27%

18.54%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹94.50

18.08%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹367.43

14.87%

17.02%

Very High Risk

₹2,643.76Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,269.48

22.67%

23.79%

Very High Risk

₹11,638.05Cr

Sundaram Consumption Fund Direct Plan - Growth Option

₹94.50

17.42%

Very High Risk

₹1,518.44Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹367.43

21.70%

22.28%

Very High Risk

₹2,643.76Cr

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

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return -4.17%

Category Return -3.80%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹94.50
Fund Size ₹1,518.44Cr

Fund Return -5.38%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹367.43
Fund Size ₹2,643.76Cr

Fund Return -2.96%

Category Return -3.43%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return -17.58%

Category Return -17.62%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹94.50
Fund Size ₹1,518.44Cr

Fund Return -12.67%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹367.43
Fund Size ₹2,643.76Cr

Fund Return -13.50%

Category Return -15.56%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return -15.63%

Category Return -16.65%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹94.50
Fund Size ₹1,518.44Cr

Fund Return -14.88%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹367.43
Fund Size ₹2,643.76Cr

Fund Return -12.92%

Category Return -14.50%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return 6.55%

Category Return 3.97%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹94.50
Fund Size ₹1,518.44Cr

Fund Return 8.45%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹367.43
Fund Size ₹2,643.76Cr

Fund Return 4.69%

Category Return 3.19%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return 21.27%

Category Return 18.54%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹94.50
Fund Size ₹1,518.44Cr

Fund Return 18.08%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹367.43
Fund Size ₹2,643.76Cr

Fund Return 14.87%

Category Return 17.02%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,269.48
Fund Size ₹11,638.05Cr

Fund Return 22.67%

Category Return 23.79%

Sundaram Consumption Fund Direct Plan - Growth Option

Very High Risk

NAV ₹94.50
Fund Size ₹1,518.44Cr

Fund Return 17.42%

Category Return --

Sundaram Multi Cap Fund-Direct Plan - Option

Very High Risk

NAV ₹367.43
Fund Size ₹2,643.76Cr

Fund Return 21.70%

Category Return 22.28%

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

DETAILED PORTFOLIO

As on Feb 2025

EQUITY (94.37%)

DEBT (0.00%)

CASH (5.63%)

OTHERS (0.00%)

Allocation by Market Cap

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.

-1.83

This Fund

VS

0.80

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.

0.98

This Fund

VS

0.91

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.

0.71

This Fund

VS

1.07

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.

94.76

This Fund

VS

90.30

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.

0.55

This Fund

VS

0.67

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.

24.64

This Fund

VS

16.75

Category Avg

Benchmark used in calculation : BSE Midcap TR INR

PEER ANALYSIS

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

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap Institutional Payoutof Income Distribution cum Capital Withdrawal

₹40.67

2.55%

-3.80%

Very High Risk

₹11,638.05 Cr

Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

₹40.67

2.55%

-3.80%

Very High Risk

₹11,638.05 Cr

Mahindra Manulife Mid Cap Fund Regular Payout of Income Dis cum Cptl Wdrl

₹23.50

-2.13%

-3.80%

Very High Risk

₹3,326.35 Cr

Mahindra Manulife Mid Cap Fund Regular Reinvestment of Income Dis cum Cptl Wdrl

₹23.50

-2.13%

-3.80%

Very High Risk

₹3,326.35 Cr

Aditya Birla Sun Life Mid Cap Fund Payout Inc Dist cum Cap Wdrl

₹50.09

-2.26%

-3.80%

Very High Risk

₹5,532.80 Cr

Aditya Birla Sun Life Mid Cap Fund Reinvestment Inc Dist cum Cap Wdrl

₹50.09

-2.26%

-3.80%

Very High Risk

₹5,532.80 Cr

Sundaram Mid Cap Institutional Payoutof Income Distribution cum Capital Withdrawal

VERY HIGH RISK

NAV ₹40.67
Fund Size ₹11,638.05 Cr

Fund Return 2.55%

Category Return -3.80%

Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

VERY HIGH RISK

NAV ₹40.67
Fund Size ₹11,638.05 Cr

Fund Return 2.55%

Category Return -3.80%

Mahindra Manulife Mid Cap Fund Regular Payout of Income Dis cum Cptl Wdrl

VERY HIGH RISK

NAV ₹23.50
Fund Size ₹3,326.35 Cr

Fund Return -2.13%

Category Return -3.80%

Mahindra Manulife Mid Cap Fund Regular Reinvestment of Income Dis cum Cptl Wdrl

VERY HIGH RISK

NAV ₹23.50
Fund Size ₹3,326.35 Cr

Fund Return -2.13%

Category Return -3.80%

Aditya Birla Sun Life Mid Cap Fund Payout Inc Dist cum Cap Wdrl

VERY HIGH RISK

NAV ₹50.09
Fund Size ₹5,532.80 Cr

Fund Return -2.26%

Category Return -3.80%

Aditya Birla Sun Life Mid Cap Fund Reinvestment Inc Dist cum Cap Wdrl

VERY HIGH RISK

NAV ₹50.09
Fund Size ₹5,532.80 Cr

Fund Return -2.26%

Category Return -3.80%

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

Top funds from this amc

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

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Arbitrage Fund - Direct Plan - Growth

₹14.89

0.57%

0.39%

Low to Moderate Risk

₹215.76 Cr

Sundaram Liquid Fund -Direct Plan - Growth Option

₹2,280.61

0.54%

0.42%

Moderate Risk

₹6,042.81 Cr

Sundaram Low Duration Fund Direct Plan Growth Option

₹3,609.77

0.54%

0.35%

Moderate Risk

₹378.14 Cr

Sundaram Money Market Direct Growth

₹14.70

0.52%

0.39%

Low to Moderate Risk

₹573.85 Cr

Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option

₹2,855.60

0.51%

0.42%

Low to Moderate Risk

₹2,147.14 Cr

Sundaram Overnight Fund Direct Growth

₹1,351.87

0.48%

Low Risk

₹815.29 Cr

Sundaram Arbitrage Fund - Direct Plan - Growth

LOW TO MODERATE RISK --

NAV ₹14.89
Fund Size ₹215.76 Cr

Fund Return 0.57%

Category Return 0.39%

Sundaram Liquid Fund -Direct Plan - Growth Option

MODERATE RISK --

NAV ₹2,280.61
Fund Size ₹6,042.81 Cr

Fund Return 0.54%

Category Return 0.42%

Sundaram Low Duration Fund Direct Plan Growth Option

MODERATE RISK

NAV ₹3,609.77
Fund Size ₹378.14 Cr

Fund Return 0.54%

Category Return 0.35%

Sundaram Money Market Direct Growth

LOW TO MODERATE RISK

NAV ₹14.70
Fund Size ₹573.85 Cr

Fund Return 0.52%

Category Return 0.39%

Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option

LOW TO MODERATE RISK

NAV ₹2,855.60
Fund Size ₹2,147.14 Cr

Fund Return 0.51%

Category Return 0.42%

Sundaram Overnight Fund Direct Growth

LOW RISK --

NAV ₹1,351.87
Fund Size ₹815.29 Cr

Fund Return 0.48%

Category Return --

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 ₹ 65,267.05 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

rahulm@sundarammutual.com

AUM

₹ 65,267.05 Cr (

As on Jan 2025

)

Address

Sundaram Towers, ,Chennai ,600 014

FAQ’S

What is the category of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal ?

The category of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal is Equity - Mid-Cap

What is the current NAV of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal ?

The current NAV of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal (as on Dec 31, 2021) is ₹ 40.67

How safe is Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal?

The risk level of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal is Very High .

What are short term returns given by Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal?

The return given by Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal 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 Reinvestmentof Income Distribution cum Capital Withdrawal?

The return given by Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal in 3 years is 15.93% and 5 years is 13.38%.

What is the expense ratio of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal?

The expense ratio of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal is 1.81 %

What is the AUM of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

The assets under Management (AUM) of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal is Rs 11,638.05 crores.

What is the minimum investment in Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal?

The minimum Lumpsum investment in Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal is ₹100 and the minimum SIP investment in Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal is ₹100

What is the asset allocation of Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal?

The Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal has an exposure of 94.37% in Equity, and 5.63% in Cash & Money Market Securities

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Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal

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