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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
Relatively Weak performance in the category
The scheme is ranked 5 in Small & Mid Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -1.2 | 46 |
| 3 mth | -4.2 | 46 |
| 6 mth | -11.6 | 48 |
| 1 year | 4.4 | 46 |
| 2 year | -1.6 | 44 |
| 3 year | -0.6 | 41 |
| 5 year | 3.5 | 29 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -18.9 | - | - | - | - |
| 2012 | 21.8 | -0.3 | 10.1 | 5.6 | 46.0 |
| 2011 | -14.3 | -2.2 | -7.6 | -15.2 | -33.9 |
| 2010 | -4.7 | 4.0 | 14.0 | -6.8 | 8.0 |
| 2009 | -10.4 | 64.6 | 29.9 | -0.2 | 113.8 |
| 2008 | -33.9 | -11.9 | -0.7 | -25.0 | -58.5 |
* 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 | -1.2 | -4.2 | -11.6 | 4.4 | -1.6 | -0.6 | 3.5 |
| Category avg | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | -2.4 | -3.2 | -9.2 | -10.6 | -6.8 | -6.3 | -2.0 |
| Best of category | 5.7 | 4.0 | 4.5 | 28.3 | 19.7 | 19.0 | 16.2 |
| Worst of category | -6.0 | -8.8 | -13.8 | -1.1 | -6.2 | -6.5 | -6.2 |
| Benchmark returns # | 0.5 | -0.5 | -0.4 | 13.8 | 0.2 | 1.0 | 3.5 |
| Difference of Fund returns and Benchmark returns | -1.7 | -3.7 | -11.2 | -9.4 | -1.8 | -1.6 | 0.0 |
Investment Objective
To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 21, 2005 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 365.69 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | S Krishnakumar 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 | 0.3 | -0.1 | 18.6 | 12.6 | 12.6 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.3 | 0.6 | 15.1 | 11.7 | 13.0 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.1 | 1.1 | 15.0 | 8.7 | 14.3 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -0.2 | -0.3 | 26.2 | 19.0 | 11.4 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.8 | -3.7 | 17.1 | 7.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Karur Vysya | Banking/Finance | 22.49 | 7.02 |
| V-Guard Ind | Miscellaneous | 22.46 | 7.01 |
| Mahindra Satyam | Technology | 15.96 | 4.98 |
| Shasun Pharma | Pharmaceuticals | 14.67 | 4.58 |
| Bosch | Automotive | 12.91 | 4.03 |
| HSIL | Cement | 11.34 | 3.54 |
| Yes Bank | Banking/Finance | 11.18 | 3.49 |
| Madras Cements | Cement | 10.64 | 3.32 |
| Cummins | Engineering | 10.48 | 3.27 |
| Prestige Estate | Retail & Real Estate | 10.41 | 3.25 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 20.07 | 20.07 | 13.53 |
| Engineering | 17.40 | 17.50 | 14.75 |
| Automotive | 10.79 | 11.88 | 10.79 |
| Cement | 9.83 | 14.94 | 8.15 |
| Miscellaneous | 8.31 | 8.31 | 5.68 |
| Technology | 7.26 | 8.42 | 5.35 |
| Equity | 97.37 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.64 |
| Holdings | (%) |
|---|---|
| Top 5 | 27.62 |
| Top 10 | 44.49 |
| Sector | (%) |
|---|---|
| Top 3 | 48.26 |
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