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Sundaram Select Midcap - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
538.764 6.22 (1.17%)

NAV as on 15 Dec, 2017

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 Sep 2017) 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 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 4.5 84
3 mth 5.5 96
6 mth 11.3 82
1 year 37.0 74
2 year 25.7 49
3 year 21.0 25
5 year - -

# Moneycontrol Rank within 155 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.6 4.5 2.8 - -
2016 -6.5 12.6 10.2 -7.1 11.3
2015 6.0 0.4 -1.0 3.4 11.9
2014 8.2 34.8 8.0 12.4 76.0
2013 -11.4 -0.2 -3.3 17.4 3.0

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 4.5 5.5 11.3 37.0 25.7 21.0 --
Category avg 4.8 7.3 11.6 34.2 20.2 13.2 12.2
Difference of Fund returns and Category returns -0.3 -1.8 -0.3 2.8 5.5 7.8 --
Best of category 10.6 22.4 37.3 70.5 37.6 32.3 33.1
Worst of category -1.4 1.1 4.3 24.2 10.3 10.6 15.8
Benchmark returns # 4.0 6.3 14.8 38.7 25.9 -- --
Difference of Fund returns and Benchmark returns 0.5 -0.8 -3.5 -1.7 -0.2 21.0 --
Sundaram Select Midcap - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 455.78 (Sep-30-2017)
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 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
15,512.00 5.8 10.3 34.7 18.5 25.8
HDFC MidCap Opport.- Direct (G) Rank 3
2,159.33 6.1 10.8 36.0 19.7 --
Franklin (I) Smaller Co -Direct (G) Rank 2
1,210.34 7.1 12.4 38.5 21.6 --
Franklin (I) Smaller Cos (G) Rank 2
4,898.91 6.7 11.7 36.8 20.0 29.8
Franklin (I) Prima - Direct (G) Rank 3
726.52 5.4 10.2 34.4 18.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 254.98 4.25
Schaeffler Ind Engineering 161.65 2.70
Ramco Cements Cement 154.61 2.58
UPL Chemicals 148.97 2.49
Arvind Manufacturing 146.08 2.44
Honeywell Autom Telecom 145.98 2.44
Federal Bank Banking/Finance 143.43 2.39
IGL Oil & Gas 142.21 2.37
Bajaj Finserv Banking/Finance 138.52 2.31
Trent Retail & Real Estate 134.30 2.24

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 20.09 0.00 0.00
Automotive 9.20 0.00 0.00
Manufacturing 9.12 0.00 0.00
Engineering 8.32 0.00 0.00
Chemicals 7.51 0.00 0.00
Oil & Gas 4.38 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 95.30
Others 1.41
Debt 0.00
Mutual Funds N.A
Money Market 1.56
Cash / Call 1.73

View All

Concentration

Holdings (%)
Top 5 14.46
Top 10 26.21
Sector (%)
Top 3 38.41

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