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Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal
INF903J01223
Sundaram Mid Cap Institutional Reinvestmentof Income Distribution cum Capital Withdrawal
INF903J01223
NAV / 1-Day Return
40.67 /
1.10%
Total Assets
104.5 Bil
Inception Date
Jun 17, 2010
Expense Ratio
1.790%
Fee Level
—
Load
Deferred
Category
India Fund Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Limited
TTM Yield
6.51%
Turnover
42%
Overview
Portfolio
Detailed Portfolio
Performance
Risk & Rating
Factsheet
Morningstar's Analysis
Growth of 10,000
Category
49,052
Investment
42,273
Index
34,344
Growth
Investment
Category
Index
Investment Flows
Manager Change
Full
Partial
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
0.00
10,000.00
20,000.00
30,000.00
40,000.00
50,000.00
Growth
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Chart Data Not Available.
Manager Change
:
Full
Partial
Returns
Annual
Trailing
Annual
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Investment
-23.68
38.69
-2.89
76.12
11.64
11.62
41.78
-15.17
-0.23
12.68
38.60
Category
-25.67
38.91
2.31
76.79
9.21
5.42
47.90
-11.99
2.25
23.92
N/A
Index
-25.73
32.15
7.19
34.31
0.99
3.19
36.29
-2.11
9.69
19.99
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is fourth
Percentile Rank
40
55
73
53
28
14
80
69
68
92
78
# of Invest. in Cat.
161
163
162
183
192
189
268
156
168
163
—
Category Name
—
—
—
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
IN002
India Fund Mid-Cap
Top
Feedback
Annual
Trailing
Reverse
INR | YTD Investment as of Dec 31, 2021 | Category: Mid-Cap as of Mar 28, 2025 | Index: Morningstar India GR INR as of Mar 28, 2025
INR | YTD Investment as of Dec 31, 2021 | Category: Mid-Cap as of Mar 28, 2025 | Index: Morningstar India GR INR as of Mar 28, 2025
INR
| NAV as of Dec 31, 2021
| 1-Day Return as of Dec 31, 2021, 12:00 AM UTC
| The monthly expense ratio is as of Feb 28, 2025