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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
Average performance in the category
The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.8 | 23 |
| 3 mth | 0.7 | 7 |
| 6 mth | -2.3 | 28 |
| 1 year | 17.7 | 17 |
| 2 year | 4.8 | 25 |
| 3 year | 7.1 | 19 |
| 5 year | 2.3 | 34 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -12.2 | - | - | - | - |
| 2012 | 14.0 | -2.4 | 11.0 | 6.5 | 34.8 |
| 2011 | -10.9 | 1.3 | -6.1 | -9.7 | -23.3 |
| 2010 | -4.0 | 5.9 | 16.3 | -0.9 | 18.3 |
| 2009 | -13.8 | 48.9 | 18.9 | -0.2 | 70.4 |
| 2008 | -34.0 | -12.6 | -4.9 | -27.5 | -61.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.8 | 0.7 | -2.3 | 17.7 | 4.8 | 7.1 | 2.3 |
| Category avg | 0.7 | -1.5 | -2.8 | 14.9 | 4.8 | 4.8 | 5.4 |
| Difference of Fund returns and Category returns | 0.1 | 2.2 | 0.5 | 2.8 | 0.0 | 2.3 | -3.1 |
| Best of category | 5.3 | 4.0 | 3.8 | 28.1 | 19.4 | 18.0 | 16.2 |
| Worst of category | -5.9 | -8.7 | -13.7 | -0.5 | -6.5 | -7.4 | -6.3 |
| Benchmark returns # | 2.1 | 0.8 | 3.8 | 20.2 | 3.1 | 4.0 | 2.2 |
| Difference of Fund returns and Benchmark returns | -1.3 | -0.1 | -6.1 | -2.5 | 1.7 | 3.1 | 0.1 |
Investment Objective
he primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of “Companies that are focussing on Rural India
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Apr 19, 2006 |
| Benchmark | S&P BSE 500 |
| Asset Size (Rs cr) | 148.03 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | J Venkatesan / S Bharath View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | -0.7 | -1.1 | 18.1 | 11.1 | 12.4 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | -0.4 | -0.1 | 15.0 | 10.6 | 12.9 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.6 | 0.5 | 15.2 | 7.7 | 14.1 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -1.0 | -1.1 | 25.4 | 18.0 | 11.2 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.4 | -4.1 | 16.7 | 6.5 | 9.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| M&M Financial | Banking/Finance | 6.65 | 4.92 |
| Zee Entertain | Media | 5.92 | 4.38 |
| Asian Paints | Chemicals | 5.07 | 3.75 |
| Mcleod | Food & Beverage | 4.95 | 3.66 |
| Maruti Suzuki | Automotive | 4.88 | 3.61 |
| PNB | Banking/Finance | 4.53 | 3.35 |
| Den Networks | Media | 4.44 | 3.28 |
| Tata Motors | Automotive | 4.38 | 3.24 |
| GSFC | Chemicals | 4.21 | 3.11 |
| India Cements | Cement | 4.06 | 3.00 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Chemicals | 18.05 | 24.32 | 16.96 |
| Media | 15.11 | 15.11 | 4.21 |
| Banking/Finance | 14.21 | 14.21 | 6.90 |
| Automotive | 12.19 | 13.26 | 10.77 |
| Food & Beverage | 12.00 | 17.79 | 10.83 |
| Cement | 9.08 | 10.40 | 3.84 |
| Equity | 97.94 |
| Others | 0.00 |
| Debt | 0.32 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.76 |
| Holdings | (%) |
|---|---|
| Top 5 | 20.32 |
| Top 10 | 36.30 |
| Sector | (%) |
|---|---|
| Top 3 | 47.37 |
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