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Sundaram Select Midcap - Direct Plan (D)

PLAN: OPTIONS:
33.102 0.08 (0.23%)

NAV as on 28 Aug, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 28 Aug, 2015)

Period Returns (%) Rank #
1 mth -2.8 30
3 mth 2.7 21
6 mth 1.6 26
1 year 27.5 34
2 year 58.0 31
3 year - -
5 year - -

# Moneycontrol Rank within Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.0 -2.7 - - -
2014 2.7 34.8 8.0 8.4 -
2013 -11.3 -0.2 -3.3 10.8 -2.6

View where it stands within its peers

* Returns over 1 year are Annualised

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 -2.8 2.7 1.6 27.5 58.0 -- --
Category avg -3.7 0.4 -1.1 21.3 37.2 21.6 10.3
Difference of Fund returns and Category returns 0.9 2.3 2.7 6.2 20.8 -- --
Best of category -0.2 5.1 6.7 44.9 75.4 39.5 24.2
Worst of category -7.2 -6.1 -8.0 -5.2 24.0 16.0 6.3
Benchmark returns # -2.0 1.9 -- -- -- -- --
Difference of Fund returns and Benchmark returns -0.8 0.8 1.6 27.5 58.0 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 90.78 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Jun-12-2015) 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) Not Ranked
745.25 0.4 0.7 22.0 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 0.2 0.2 20.9 32.2 19.8
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -2.6 -2.2 20.9 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -2.8 -2.5 20.2 28.8 16.6
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -2.8 -2.5 20.0 28.7 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 222.50 6.73
FAG Bearings Engineering 194.60 5.88
WABCO India Automotive 130.24 3.94
Mahindra CIE Manufacturing 120.99 3.66
Bajaj Finance Banking/Finance 120.15 3.63
UPL Chemicals 112.50 3.40
Ashok Leyland Automotive 97.95 2.96
IGL Oil & Gas 88.50 2.68
Timken Engineering 87.35 2.64
Sundaram-Clayto Automotive 86.05 2.60

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.13 33.32 16.27
Engineering 16.29 33.00 13.28
Manufacturing 13.65 22.48 12.29
Automotive 10.57 23.22 9.85
Chemicals 7.54 12.20 5.10
Cement 7.20 17.44 7.20

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 95.59
Others 2.93
Debt 0.14
Mutual Funds N.A
Money Market 2.48
Cash / Call -1.13

View All

Concentration

Holdings (%)
Top 5 23.84
Top 10 38.12
Sector (%)
Top 3 49.07

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