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Sundaram Select Midcap - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
29.580 0.18 (0.61%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.7 84
3 mth 4.9 79
6 mth 23.4 67
1 year 73.4 53
2 year 33.4 49
3 year 34.8 30
5 year 18.4 27

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 34.6 7.8 - -
2013 -10.5 -0.2 -3.4 10.7 -2.0
2012 17.6 -3.5 15.1 3.5 38.2
2011 -11.3 3.9 -8.3 -10.8 -24.4
2010 -10.5 4.5 16.1 -11.2 -1.5
2009 -13.1 56.9 17.7 -0.2 66.7

View where it stands within its peers

* Returns over 1 year are Annualised

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 -0.7 4.9 23.4 73.4 33.4 34.8 18.4
Category avg 0.3 5.7 23.7 60.8 24.6 14.2 6.7
Difference of Fund returns and Category returns -1.0 -0.8 -0.3 12.6 8.8 20.6 11.7
Best of category 4.9 12.9 41.7 116.3 46.4 47.3 25.2
Worst of category -6.2 -7.6 2.5 39.4 17.9 23.2 10.5
Benchmark returns # -2.1 1.4 11.1 56.5 18.5 24.6 9.2
Difference of Fund returns and Benchmark returns 1.4 3.5 12.3 16.9 14.9 10.2 9.2
Sundaram Select Midcap - Regular Plan (D) Review by Crisil - Rating: 2 (Rank 4 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 Dividend
Launch date Jul 31, 2002
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 2,257.85 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-21-2014) 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
6,209.50 7.3 23.9 73.5 38.6 23.8
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.5 24.4 74.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 3.4 20.4 74.1 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 3.2 19.9 72.8 39.0 21.9
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.4 24.0 58.8 32.6 21.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 99.41
Others 0.21
Debt 0.00
Mutual Funds N.A
Money Market 0.64
Cash / Call -0.21

View All

Sector (%)
Top 3 N.A.

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