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Sundaram Select Midcap - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
487.998 0.14 (0.03%)

NAV as on 17 Aug, 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 Jun 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 17 Aug, 2017)

Period Returns (%) Rank #
1 mth -0.5 61
3 mth 0.4 63
6 mth 11.4 107
1 year 21.4 61
2 year 14.8 54
3 year 24.1 21
5 year - -

# Moneycontrol Rank within 149 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.6 4.5 - - -
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 -0.5 0.4 11.4 21.4 14.8 24.1 --
Category avg -1.2 0.5 12.9 18.8 11.4 14.1 13.1
Difference of Fund returns and Category returns 0.7 -0.1 -1.5 2.6 3.4 10.0 --
Best of category 4.0 14.0 24.5 42.2 26.9 33.1 31.5
Worst of category -5.2 -5.1 7.9 8.0 4.1 12.8 16.5
Benchmark returns # 0.2 1.0 13.5 17.9 15.1 -- --
Difference of Fund returns and Benchmark returns -0.7 -0.6 -2.1 3.5 -0.3 24.1 --
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) 366.07 (Mar-31-2017)
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 Opport.- Direct (G) Rank 3
1,605.39 1.5 13.9 22.3 23.1 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 1.2 13.4 21.2 22.0 26.1
Franklin (I) Smaller Co -Direct (G) Rank 3
862.32 0.5 13.3 20.3 24.5 --
Franklin (I) Smaller Cos (G) Rank 3
3,838.74 0.2 12.6 18.8 22.7 30.6
Franklin (I) Prima - Direct (G) Rank 3
517.61 0.5 11.9 18.3 23.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 14.77 3.52
Bajaj Finserv Banking/Finance 13.30 3.17
UPL Chemicals 12.97 3.09
Schaeffler Ind Engineering 12.80 3.05
Ramco Cements Cement 11.75 2.80
Federal Bank Banking/Finance 10.79 2.57
IGL Oil & Gas 10.24 2.44
Arvind Manufacturing 9.90 2.36
SRF Manufacturing 9.82 2.34
Mahindra CIE Manufacturing 8.56 2.04

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 24.54 0.00 0.00
Automotive 9.94 0.00 0.00
Manufacturing 8.66 0.00 0.00
Chemicals 8.22 0.00 0.00
Engineering 7.54 0.00 0.00
Cement 4.23 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 96.76
Others 0.09
Debt 0.00
Mutual Funds N.A
Money Market 0.94
Cash / Call 2.22

View All

Concentration

Holdings (%)
Top 5 15.63
Top 10 27.38
Sector (%)
Top 3 43.14

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