Real-time Stock quotes, portfolio, LIVE TV and more.
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 | -0.6 | 42 |
| 3 mth | -3.4 | 41 |
| 6 mth | -6.1 | 41 |
| 1 year | 9.8 | 39 |
| 2 year | -1.5 | 43 |
| 3 year | 1.8 | 37 |
| 5 year | 1.6 | 36 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -14.0 | - | - | - | - |
| 2012 | 14.3 | -3.5 | 11.5 | 4.9 | 33.4 |
| 2011 | -8.4 | 2.7 | -11.2 | -9.1 | -24.1 |
| 2010 | -2.6 | 1.9 | 10.2 | -2.9 | 9.4 |
| 2009 | -12.1 | 44.5 | 20.6 | -0.2 | 63.3 |
| 2008 | -34.3 | -15.7 | -0.8 | -17.9 | -55.8 |
* 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 | -0.6 | -3.4 | -6.1 | 9.8 | -1.5 | 1.8 | 1.6 |
| Category avg | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | -1.8 | -2.4 | -3.7 | -5.2 | -6.7 | -3.9 | -3.9 |
| 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 # | 1.3 | 1.6 | 4.3 | 20.0 | 3.8 | 4.5 | 3.4 |
| Difference of Fund returns and Benchmark returns | -1.9 | -5.0 | -10.4 | -10.2 | -5.3 | -2.7 | -1.8 |
Investment Objective
The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 31, 2007 |
| Benchmark | CNX 500 |
| Asset Size (Rs cr) | 142.17 (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 | Sundaram Equity Multiplier Fund a close-ended Scheme has been converted into open-ended Scheme w.e.f. February 10, 2010. |
| 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 | 7.62 | 6.00 |
| DCB | Banking/Finance | 6.72 | 5.29 |
| Mahindra Satyam | Technology | 6.61 | 5.20 |
| Polaris Tech | Technology | 6.57 | 5.17 |
| AdityaBirlaNuvo | Manufacturing | 6.43 | 5.06 |
| CESC | Utilities | 5.96 | 4.69 |
| PNB | Banking/Finance | 5.38 | 4.23 |
| Wyeth | Pharmaceuticals | 4.74 | 3.73 |
| IndraprasthaGas | Oil & Gas | 4.50 | 3.54 |
| Shasun Pharma | Pharmaceuticals | 4.44 | 3.49 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 23.32 | 29.35 | 23.32 |
| Technology | 11.77 | 12.34 | 2.27 |
| Pharmaceuticals | 8.44 | 21.52 | 8.44 |
| Oil & Gas | 7.10 | 14.50 | 2.65 |
| Chemicals | 5.92 | 6.30 | 1.27 |
| Engineering | 5.83 | 7.72 | 2.26 |
| Equity | 82.17 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 17.83 |
| Holdings | (%) |
|---|---|
| Top 5 | 26.72 |
| Top 10 | 46.40 |
| Sector | (%) |
|---|---|
| Top 3 | 43.53 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
NAVs advanced as the market ends mixed.
Equity funds managed to stay in a positive terrain in spite market’s closing with mixed but positive ...
Mar 01, 2012 at 10:13 | Source: Moneycontrol.com
NAVs surged as market ended higher
Equity funds ended on a positive cue with only few losers as the market managed to recover almost al ...
Jan 14, 2012 at 0:35 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
