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Business News/Market/Market Stats/    Sundaram Mid Cap Institutional Growth

Sundaram Mid Cap Institutional Growth

+
  • 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

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 16 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 500.34
  • 4.23%
View More

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 Treps, Cummins India, Kalyan Jewellers India & Tube Investments Of India.

 

The major sectors where the fund is invested are Auto & Truck Parts, Consumer Financial Services, Regional Banks & Biotechnology & Drugs.

 

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

FAQs about Sundaram Mid Cap Institutional Growth

According to the morning star rating Sundaram Mid Cap Institutional Growth has a Medium risk & Exceptional return.
Sundaram Mid Cap Institutional Growth is managed by S. Bharath,Ratish Varier.
The expense ratio of Sundaram Mid Cap Institutional Growth is 1.84%.
The 5 year annualized return on Sundaram Mid Cap Institutional Growth is 13.66% & it has generated 38.60% in the last 1 year.
The minimum investment in Sundaram Mid Cap Institutional Growth is 100 Rs.
Sundaram Mid Cap Institutional Growth has an AUM of 7413.01 crores.
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