NAV on (31 Dec 2021 )
₹40.67 ▲
(+1.10%)
Fund Size
₹10450.74 Crores
1Y Returns
29.14 %
To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.
Sundaram Asset Management Company Ltd.
Launch Date
May 26, 2009
Fund Manager
Mr. S Bharath
Initial Price
10
AUM Fund
10450.74 Cr
Min investment
Rs 10000000
Expense Ratio
1.59%
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.
1 Month
+2.55%
6 Months
+12.44%
1 Year
+29.14%
2 Years (CAGR)
+19.39%
3 Years (CAGR)
+9.78%
5 Years (CAGR)
+5.20%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 39.46% | 0.00% | ₹2709.75 | |
| 38.60% | 56.97% | ₹10450.74 | |
| 30.66% | 67.83% | ₹13553.62 | |
| 29.59% | 70.65% | ₹38138.08 | |
| 29.14% | 32.31% | ₹10450.74 |
Q: What is the current NAV of Sundaram Mid Cap Fund - Institutional Plan - IDCW?
A: The latest NAV of Sundaram Mid Cap Fund - Institutional Plan - IDCW is ₹ 40.67 as on 31 Dec 2021.
Q: What type of mutual fund is Sundaram Mid Cap Fund - Institutional Plan - IDCW?
A: Sundaram Mid Cap Fund - Institutional Plan - IDCW is a 'Equity - Mid Cap' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Mid Cap Fund - Institutional Plan - IDCW?
A: The expense ratio of Sundaram Mid Cap Fund - Institutional Plan - IDCW is 1.59%, which impacts overall returns.
Q: Who manages Sundaram Mid Cap Fund - Institutional Plan - IDCW?
A: Sundaram Mid Cap Fund - Institutional Plan - IDCW is managed by Mr. S Bharath, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Mid Cap Fund - Institutional Plan - IDCW a good investment?
A: Sundaram Mid Cap Fund - Institutional Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Mid Cap Fund - Institutional Plan - IDCW?
A: The exit load of Sundaram Mid Cap Fund - Institutional Plan - IDCW is 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., applicable if redeemed within the specified period.
Q: How is Sundaram Mid Cap Fund - Institutional Plan - IDCW taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
© 2026 Rediff.com India Limited. All rights reserved. Disclaimer - Terms of Service - Privacy Policy - Feedback