Sundaram Mid Cap Institutional Growth
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.1%
Sharpe Ratio2.50
Beta0.89
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cummins India LtdCapital Goods3.42%
Coromandel International LtdCapital Goods3.35%
The Federal Bank LtdFinancial Services3.25%
Kalyan Jewellers India LtdConsumers2.61%
Mahindra & Mahindra Financial Services LtdFinancial Services2.43%
Fortis Healthcare LtdServices2.40%
Persistent Systems LtdTechnology2.29%
Lupin LtdServices2.28%
GE Vernova T&D India LtdCapital Goods2.17%
Hindustan Petroleum Corp LtdEnergy & Infra2.10%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.73%
Exit Load1
Regulatory & Tax Information
INF903J01207
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)