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Sundaram Select Midcap - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
34.302 0.11 (0.33%)

NAV as on 07 Dec, 2016

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

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Jun 2016) rank unchanged from 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 07 Dec, 2016)

Period Returns (%) Rank #
1 mth -6.6 59
3 mth -6.4 59
6 mth 8.7 42
1 year 13.4 30
2 year 11.0 31
3 year 31.6 29
5 year 23.2 16

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.6 - - - -
2015 5.8 -2.9 -1.1 3.4 7.7
2014 2.4 34.6 7.8 8.2 59.7
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

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 -6.6 -6.4 8.7 13.4 11.0 31.6 23.2
Category avg -6.6 -6.3 5.7 7.1 6.7 17.5 12.8
Difference of Fund returns and Category returns 0.0 -0.1 3.0 6.3 4.3 14.1 10.4
Best of category -2.6 1.6 17.2 18.1 36.5 44.2 29.2
Worst of category -11.3 -11.8 -8.6 -3.9 -0.3 14.8 13.5
Benchmark returns # -3.5 -7.2 9.0 15.9 -- -- --
Difference of Fund returns and Benchmark returns -3.1 0.8 -0.3 -2.5 11.0 31.6 23.2
Sundaram Select Midcap - Regular Plan (D) 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 Dividend
Launch date Jul 31, 2002
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 3,805.13 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-23-2016) 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) Not Ranked
1,262.68 -5.9 11.5 16.1 31.2 --
HDFC MidCap Opportunities (G) Rank 3
11,208.20 -6.1 11.0 15.0 30.1 23.9
IDFC Premier Equity - Direct (G) Not Ranked
572.40 -8.4 -1.1 1.3 21.5 --
IDFC Premier Equity - B (G) Not Ranked
17.52 -8.6 -1.4 0.6 20.7 18.3
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 -8.6 -1.5 0.5 20.7 18.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 198.18 4.43
FAG Bearings Engineering 174.36 3.90
Sundaram-Clayto Automotive 148.35 3.31
Arvind Manufacturing 145.06 3.24
Bajaj Finserv Banking/Finance 140.38 3.14
Ramco Cements Cement 136.10 3.04
IGL Oil & Gas 130.18 2.91
UPL Chemicals 127.82 2.86
Tamil Newsprint Manufacturing 123.65 2.76
Cholamandalam Banking/Finance 118.01 2.64

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 20.03 17.91 17.24
Manufacturing 16.50 15.95 12.89
Engineering 10.79 13.35 12.52
Automotive 8.92 12.18 10.20
Chemicals 7.88 7.14 6.49
Cement 5.36 5.49 5.16

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 95.90
Others 0.79
Debt 2.68
Mutual Funds N.A
Money Market 0.28
Cash / Call 0.36

View All

Concentration

Holdings (%)
Top 5 18.02
Top 10 32.23
Sector (%)
Top 3 47.32

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