Sundaram Mid Cap Fund Institutional Plan - Growth

  • Scheme Category:  
  • Equity Scheme >  
  • Mid Cap Fund
NAV: ₹ 767.7664 ↑ 1.1%
[as on 31 December, 2021]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
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Returns

CAGR returns till date

CAGR returns of Sundaram Mid Cap Fund Institutional Plan - Growth and its peers as on 31 December, 2021
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Mid Cap Fund Institutional Plan - Growth 37.34% 1.1% 2.76% 2.55% 0.92% 38.6% 16.22% 13.66% 13.07% 19.68%
SBI MIDCAP FUND - REGULAR PLAN - GROWTH 2.32% -0.93% -0.84% -0.28% 4.12% 7.07% 10.92% 13.37% 20.42% 13.24%
ICICI Prudential Mid Cap Fund - Growth 10.16% -1.22% -0.68% 3.06% 4.94% 18.92% 21.98% 17.58% 21.93% 16.37%
HDFC Mid Cap Fund - Growth Plan 4.64% -0.48% -0.53% 1.19% 7.85% 10.95% 18.08% 19.4% 23.19% 16.82%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option 6.51% -0.98% -1.47% 0.26% 4.95% 10.22% 18.66% 18.3% 23.39% 17.63%
Reliance Growth Fund Institutional Plan Growth Plan Growth Option 35.01% 0.33% 1.25% 2.36% 24.15% 54.79% 13.55% 14.11%--

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 12.09% 40.36% -14.48% 0.51% 13.63%-----

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns----------

Returns from spefic dates

DescriptionCAGR 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

DateNAV% change
31 December, 2021767.7664 1.1%
30 December, 2021759.4024 -0.06%
29 December, 2021759.8569 0.2%
28 December, 2021758.3352 0.84%
27 December, 2021752.0311 0.66%
24 December, 2021747.1199 -0.77%
23 December, 2021752.8952 1.04%
22 December, 2021745.1215 1.16%
21 December, 2021736.5644 1.52%
20 December, 2021725.5633 -3.43%
17 December, 2021751.3197 -1.94%
16 December, 2021766.1507 -0.29%
15 December, 2021768.3553 -0.61%
14 December, 2021773.0618 -0.22%
13 December, 2021774.7941 0.1%
10 December, 2021773.9916 0.57%
9 December, 2021769.5694 0.17%
8 December, 2021768.2526 1.42%
7 December, 2021757.4619 1.18%
6 December, 2021748.6306 -1.47%
3 December, 2021759.7708 -0.11%
2 December, 2021760.6204 0.93%
1 December, 2021753.6156 0.66%
30 November, 2021748.6650 0.34%
29 November, 2021746.1066 -0.74%
26 November, 2021751.6330 -3.38%
25 November, 2021777.9423 0.49%
24 November, 2021774.1500 -0.42%
23 November, 2021777.3943 1.4%
22 November, 2021766.6523

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 periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.