- Scheme Category:
- Equity Scheme >
- Mid Cap Fund
NAV: ₹ 767.7664 ↑ 1.1%
[as on 31 December, 2021]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Sundaram Mid Cap Fund Institutional Plan - Growth and its peers as on 31 December, 2021
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | 12.09% | 40.36% | -14.48% | 0.51% | 13.63% | - | - | - | - | - |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) |
|---|
| Returns | -22.51% |
NAV history
Sundaram Mid Cap Fund Institutional Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 31 December, 2021 | 767.7664 | 1.1% |
| 30 December, 2021 | 759.4024 | -0.06% |
| 29 December, 2021 | 759.8569 | 0.2% |
| 28 December, 2021 | 758.3352 | 0.84% |
| 27 December, 2021 | 752.0311 | 0.66% |
| 24 December, 2021 | 747.1199 | -0.77% |
| 23 December, 2021 | 752.8952 | 1.04% |
| 22 December, 2021 | 745.1215 | 1.16% |
| 21 December, 2021 | 736.5644 | 1.52% |
| 20 December, 2021 | 725.5633 | -3.43% |
| 17 December, 2021 | 751.3197 | -1.94% |
| 16 December, 2021 | 766.1507 | -0.29% |
| 15 December, 2021 | 768.3553 | -0.61% |
| 14 December, 2021 | 773.0618 | -0.22% |
| 13 December, 2021 | 774.7941 | 0.1% |
| 10 December, 2021 | 773.9916 | 0.57% |
| 9 December, 2021 | 769.5694 | 0.17% |
| 8 December, 2021 | 768.2526 | 1.42% |
| 7 December, 2021 | 757.4619 | 1.18% |
| 6 December, 2021 | 748.6306 | -1.47% |
| 3 December, 2021 | 759.7708 | -0.11% |
| 2 December, 2021 | 760.6204 | 0.93% |
| 1 December, 2021 | 753.6156 | 0.66% |
| 30 November, 2021 | 748.6650 | 0.34% |
| 29 November, 2021 | 746.1066 | -0.74% |
| 26 November, 2021 | 751.6330 | -3.38% |
| 25 November, 2021 | 777.9423 | 0.49% |
| 24 November, 2021 | 774.1500 | -0.42% |
| 23 November, 2021 | 777.3943 | 1.4% |
| 22 November, 2021 | 766.6523 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Sundaram Mid Cap Fund Institutional Plan - Growth?
The latest NAV of Sundaram Mid Cap Fund Institutional Plan - Growth is 767.7664 as on 31 December, 2021.
What are YTD (year to date) returns of Sundaram Mid Cap Fund Institutional Plan - Growth?
The YTD (year to date) returns of Sundaram Mid Cap Fund Institutional Plan - Growth are 37.34% as on 31 December, 2021.
What are 1 year returns of Sundaram Mid Cap Fund Institutional Plan - Growth?
The 1 year returns of Sundaram Mid Cap Fund Institutional Plan - Growth are 38.6% as on 31 December, 2021.
What are 3 year CAGR returns of Sundaram Mid Cap Fund Institutional Plan - Growth?
The 3 year annualized returns (CAGR) of Sundaram Mid Cap Fund Institutional Plan - Growth are 16.22% as on 31 December, 2021.
What are 5 year CAGR returns of Sundaram Mid Cap Fund Institutional Plan - Growth?
The 5 year annualized returns (CAGR) of Sundaram Mid Cap Fund Institutional Plan - Growth are 13.66% as on 31 December, 2021.
What are 10 year CAGR returns of Sundaram Mid Cap Fund Institutional Plan - Growth?
The 10 year annualized returns (CAGR) of Sundaram Mid Cap Fund Institutional Plan - Growth are 13.66% as on 31 December, 2021.
What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Mid Cap Fund Institutional Plan - Growth?
Sundaram Mid Cap Fund Institutional Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
| Holding period | Tax rate |
|---|
| Less than 1 year (STCG) | 20% |
| More than 1 year (LTCG) | Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount. |