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Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
432.886 2.04 (0.47%)

NAV as on 23 Mar, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Benchmark Index:
 
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Returns (NAV as on 23 Mar, 2017)

Period Returns (%) Rank #
1 mth 0.4 136
3 mth 14.6 90
6 mth 4.5 74
1 year 33.0 55
2 year 15.0 44
3 year 32.8 37
5 year 24.5 15

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2012 17.7 -3.5 15.1 3.5 38.3

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 0.4 14.6 4.5 33.0 15.0 32.8 24.5
Category avg 1.9 13.7 4.0 26.3 10.0 19.6 12.8
Difference of Fund returns and Category returns -1.5 0.9 0.5 6.7 5.0 13.2 11.7
Best of category 5.1 21.3 17.2 46.4 36.5 43.0 30.2
Worst of category -11.3 -1.5 -8.6 1.0 2.8 17.8 15.1
Benchmark returns # 2.4 17.8 3.9 31.6 -- -- --
Difference of Fund returns and Benchmark returns -2.0 -3.2 0.6 1.4 15.0 32.8 24.5
Sundaram Select Midcap - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 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) 3,912.95 (Dec-31-2016)
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 Opport.- Direct (G) Rank 2
1,377.61 16.3 6.3 35.8 31.5 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 16.0 5.8 34.6 30.3 24.3
IDFC Premier Equity - Direct (G) Rank 5
516.10 15.6 3.3 18.8 22.0 --
IDFC Premier Equity - B (G) Rank 5
15.76 8.6 1.4 20.4 23.5 18.4
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 15.3 2.9 17.9 21.1 19.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Bajaj Finserv Banking/Finance 160.82 3.40
SRF Manufacturing 160.43 3.39
IGL Oil & Gas 158.48 3.35
FAG Bearings Engineering 156.23 3.31
Sundaram-Clayto Automotive 146.55 3.10
Ramco Cements Cement 142.77 3.02
UPL Chemicals 140.79 2.98
Arvind Manufacturing 132.91 2.81
Federal Bank Banking/Finance 113.67 2.40
Tamil Newsprint Manufacturing 112.77 2.39

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.01 17.91 17.24
Manufacturing 13.93 15.95 14.70
Automotive 9.21 11.32 10.20
Engineering 8.73 12.76 12.52
Chemicals 7.94 7.14 6.73
Cement 4.39 5.49 5.27

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 96.57
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 3.51
Cash / Call -0.09

View All

Concentration

Holdings (%)
Top 5 16.55
Top 10 30.15
Sector (%)
Top 3 44.15

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