Sundaram Mid Cap Institutional Growth
EquityMid-Cap
767.77
8.36(1.10%)
NAV as on 31 Dec, 2021
CAGR
16.22%
- AUM (Crs.)13,344.99
- Expense Ratio1.74 %
- Sharpe Ratio / Category Average0.56 / 0.94
- Standard Deviation / Category Average24.62 / 15.67
- Beta / Category Average0.94 / 0.94
- Portfolio Turnover / Category Average45.68 / 74.36
- Top 5 Stocks Wt.15.25
- Top 10 Stocks Wt.26.31
- Top 3 Sectors Wt.50.93
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryS. Bharath, Ratish Varier
- Launch Date20 May, 2009
- BenchmarkS&P BSE 500
Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Riskometer
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