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

PLAN: Regular OPTIONS: Growth
17.546 0.46 (2.54%)

NAV as on 22 Sep, 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 Jun 2017) 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 22 Sep, 2017)

Period Returns (%) Rank #
1 mth 3.3 60
3 mth -0.9 126
6 mth 12.9 69
1 year 19.2 39
2 year 22.2 32
3 year - -
5 year - -

# Moneycontrol Rank within 149 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 19.1 5.7 - - -
2016 -10.0 12.3 8.6 -8.9 3.6
2015 5.6 -3.5 1.5 7.4 14.0
2014 - - - 11.8 11.8

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 3.3 -0.9 12.9 19.2 22.2 -- --
Category avg 5.7 4.5 14.6 19.9 16.4 12.2 13.0
Difference of Fund returns and Category returns -2.4 -5.4 -1.7 -0.7 5.8 -- --
Best of category 7.7 14.0 25.0 38.2 32.3 27.3 31.3
Worst of category 0.9 -3.3 7.4 8.3 8.8 9.0 16.4
Benchmark returns # 5.9 4.4 17.2 25.8 22.8 -- --
Difference of Fund returns and Benchmark returns -2.6 -5.3 -4.3 -6.6 -0.6 -- --
# 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.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Sep 24, 2014
Benchmark S&P BSE SMALLCAP
Asset Size (Rs cr) 305.71 (Jun-30-2017)
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 3
1,996.37 3.0 12.6 18.7 19.2 --
HDFC MidCap Opportunities (G) Rank 3
14,625.43 2.7 12.0 17.6 18.1 25.3
Franklin (I) Smaller Co -Direct (G) Rank 3
1,061.96 3.4 14.7 19.2 20.8 --
Franklin (I) Smaller Cos (G) Rank 3
4,579.29 3.1 14.0 17.7 19.1 30.4
Franklin (I) Prima - Direct (G) Rank 3
610.72 2.8 10.5 16.8 19.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Heritage Foods Food & Beverage 16.43 5.17
Blue Star Cons Durable 13.73 4.32
J. K. Cement Cement 11.63 3.66
India Cements Cement 11.50 3.62
Navin Fluorine Chemicals 11.08 3.49
V-Guard Ind Miscellaneous 11.05 3.48
Himatsingka Sei Manufacturing 10.98 3.45
CenturyPlyboard Miscellaneous 10.95 3.44
Timken Engineering 10.82 3.41
Rane Holdings Automotive 10.52 3.31

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Engineering 20.20 0.00 0.00
Cement 16.51 0.00 0.00
Miscellaneous 9.78 0.00 0.00
Automotive 9.12 0.00 0.00
Manufacturing 7.48 0.00 0.00
Food & Beverage 6.15 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 95.59
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 4.34
Cash / Call 0.09

View All

Concentration

Holdings (%)
Top 5 20.26
Top 10 37.35
Sector (%)
Top 3 46.49

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