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Sundaram Select Micro Cap - Series V - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
17.705 0.07 (0.39%)

NAV as on 24 Mar, 2017

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close The tenure of the scheme shall be 42 months.
Benchmark Index:
 
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Returns (NAV as on 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 3.1 55
3 mth 19.6 18
6 mth 6.3 45
1 year 35.5 36
2 year 17.2 26
3 year - -
5 year - -

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.1 12.2 8.6 -9.0 3.4
2015 10.5 -3.2 1.2 7.6 20.2
2014 - - -0.7 19.5 19.0

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 3.1 19.6 6.3 35.5 17.2 -- --
Category avg 2.3 14.1 4.4 26.7 10.4 19.5 12.9
Difference of Fund returns and Category returns 0.8 5.5 1.9 8.8 6.8 -- --
Best of category 5.1 21.7 17.2 47.2 36.5 43.1 30.4
Worst of category -11.3 -1.5 -8.6 1.0 2.9 17.6 15.3
Benchmark returns # 3.4 21.9 9.2 36.3 -- -- --
Difference of Fund returns and Benchmark returns -0.3 -2.3 -2.9 -0.8 17.2 -- --
# Benchmark Index: S&P BSE SMALLCAP

Investment Info

Investment Objective

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. However, there can be no assurance that the investment objective of the Scheme will be realized.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Aug 25, 2014
Benchmark S&P BSE SMALLCAP
Asset Size (Rs cr) 178.45 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes The tenure of the scheme shall be 42 months.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583366
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 16.6 6.6 36.3 31.6 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 16.4 6.1 35.0 30.4 24.4
IDFC Premier Equity - Direct (G) Rank 5
516.10 15.8 3.5 19.1 21.8 --
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 15.6 3.1 18.2 20.9 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Himatsingka Sei Manufacturing 10.09 5.10
V-Guard Ind Miscellaneous 8.89 4.50
PVR Media 8.59 4.34
Heritage Foods Food & Beverage 8.06 4.08
J. K. Cement Cement 7.57 3.82
Blue Star Cons Durable 7.55 3.82
India Cements Cement 7.47 3.77
CenturyPlyboard Miscellaneous 7.24 3.66
Navin Fluorine Chemicals 7.06 3.57
Timken Engineering 6.12 3.09

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Engineering 20.92 25.98 23.82
Cement 15.97 15.04 12.91
Miscellaneous 10.21 8.55 7.84
Manufacturing 7.57 11.39 10.23
Chemicals 6.76 7.45 7.11
Food & Beverage 6.34 6.62 6.30

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 96.41
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 3.69
Cash / Call -0.08

View All

Concentration

Holdings (%)
Top 5 21.84
Top 10 39.75
Sector (%)
Top 3 47.10

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