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Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
505.771 3.75 (0.74%)

NAV as on 22 Feb, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.

52/100

FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 22 Feb, 2018)

Period Returns (%) Rank #
1 mth -7.1 33
3 mth -2.6 98
6 mth 7.9 100
1 year 17.4 108
2 year 29.0 62
3 year 14.5 43
5 year 26.0 33

# Moneycontrol Rank within 159 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.4 4.3 2.6 13.0 39.8
2016 -6.5 12.5 10.1 -7.2 11.0
2015 5.8 0.3 -1.1 3.4 11.3
2014 7.9 34.6 7.8 12.2 74.5
2013 -10.5 -0.2 -3.4 17.3 3.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -7.1 -2.6 7.9 17.4 29.0 14.5 26.0
Category avg -8.3 -1.8 9.3 19.9 24.0 10.3 13.0
Difference of Fund returns and Category returns 1.2 -0.8 -1.4 -2.5 5.0 4.2 13.0
Best of category -5.5 3.3 28.8 50.6 44.6 26.2 36.4
Worst of category -10.7 -7.2 -1.3 6.3 15.2 5.9 15.6
Benchmark returns # -8.4 -1.6 9.5 22.4 30.5 -- --
Difference of Fund returns and Benchmark returns 1.3 -1.0 -1.6 -5.0 -1.5 14.5 26.0
Sundaram Select Midcap - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as 'mid-caps'.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 19, 2002
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 554.52 (Feb-02-2018)
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

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
91.48 -2.4 8.0 19.2 14.9 25.7
HDFC MidCap Opport.- Direct (G) Rank 3
100.10 -2.2 8.6 20.4 16.0 26.7
Franklin (I) Smaller Co -Direct (G) Rank 2
98.53 -0.6 11.3 23.9 17.2 30.5
Franklin (I) Smaller Cos (G) Rank 3
92.82 -1.0 10.6 22.4 15.7 29.0
Franklin India Prima Fund (G) Rank 3
1,051.85 -0.3 8.2 17.6 12.7 24.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 248.34 3.92
Sundaram-Clayto Automotive 209.45 3.31
Trent Retail & Real Estate 163.72 2.59
Schaeffler Ind Engineering 161.67 2.55
Quess Corp Engineering 151.12 2.39
Arvind Manufacturing 150.56 2.38
Honeywell Autom Telecom 149.17 2.36
SRF Manufacturing 138.50 2.19
IGL Oil & Gas 136.66 2.16
Jindal Steel Metals & Mining 130.25 2.06

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 16.09 0.00 0.00
Engineering 12.18 0.00 0.00
Manufacturing 8.94 0.00 0.00
Automotive 8.35 0.00 0.00
Cement 7.40 0.00 0.00
Miscellaneous 4.85 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 99.42
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 4.00
Cash / Call -3.43

View All

Concentration

Holdings (%)
Top 5 14.76
Top 10 25.91
Sector (%)
Top 3 37.21

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