Sundaram Mid Cap Institutional Growth

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Equity
Mid-Cap
Rating 2
Plan

767.77 +8.36 (1.10%) NAV as on 31 Dec, 2021

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)7413.01
CAGR 38.60%
Exit Load1.00%
Expense ratio1.84%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2009-05-20

Asset Allocation

Holdings As On - 16 July 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Cummins India
438.57
3.42%

Federal Bank
416.55
3.25%

Kalyan Jewellers India
334.45
2.61%

Fortis Healthcare
308.21
2.40%

Persistent Systems
292.95
2.29%

Lupin
292.83
2.28%

Ge Vernova T&d India
278.51
2.17%

Risk & Volitility

Alpha -1.20%
Beta 0.89
Sharpe Ratio0.56
Std Deviation 24.62%
Tracking Error 6.51%

About Fund

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

The Sundaram Mid Cap Institutional Growth has an AUM of 7413.01 crores & has delivered CAGR of 13.66% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.84%. The minimum investment in Sundaram Mid Cap Institutional Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Cummins India, Coromandel International, Federal Bank & Kalyan Jewellers India.

The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Software & Programming & Construction Services.

Sundaram Mid Cap Institutional Growth has a sharpe ratio of 0.56 & a standard deviation of 24.62%.