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Sundaram Select Midcap - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
38.066 0.19 (0.50%)

NAV as on 23 Sep, 2016

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 Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 Sep, 2016)

Period Returns (%) Rank #
1 mth 3.9 47
3 mth 15.9 22
6 mth 27.4 41
1 year 22.7 45
2 year 21.7 22
3 year 40.7 31
5 year - -

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.5 - - - -
2015 6.0 -2.7 -1.0 3.4 8.3
2014 2.7 34.8 8.0 8.4 61.2
2013 -11.3 -0.2 -3.3 10.8 -2.6

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 3.9 15.9 27.4 22.7 21.7 40.7 --
Category avg 3.1 12.5 22.7 17.5 13.8 21.7 13.1
Difference of Fund returns and Category returns 0.8 3.4 4.7 5.2 7.9 19.0 --
Best of category 6.1 19.7 34.8 33.2 36.5 54.4 29.7
Worst of category -6.5 -0.4 -8.6 1.0 5.6 20.0 13.7
Benchmark returns # 3.0 16.6 26.7 26.1 -- -- --
Difference of Fund returns and Benchmark returns 0.9 -0.7 0.7 -3.4 21.7 40.7 --
# 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) 148.27 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-23-2016) 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
9,771.58 16.1 27.2 23.1 39.8 24.5
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 16.4 27.8 24.3 41.0 --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 7.8 15.1 12.0 30.2 --
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 7.6 14.6 11.2 29.3 19.5
IDFC Premier Equity - B (G) Not Ranked
17.29 7.7 14.7 11.3 29.4 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 187.47 4.50
FAG Bearings Engineering 161.81 3.89
Bajaj Finance Banking/Finance 151.95 3.65
IGL Oil & Gas 135.65 3.26
Bajaj Finserv Banking/Finance 126.11 3.03
Ramco Cements Cement 125.74 3.02
UPL Chemicals 125.68 3.02
Yes Bank Banking/Finance 113.13 2.72
Tamil Newsprint Manufacturing 110.61 2.66
Sundaram-Clayto Automotive 108.23 2.60

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 21.83 17.91 17.24
Manufacturing 15.53 15.95 12.89
Engineering 11.64 13.35 12.52
Chemicals 8.32 7.14 6.49
Automotive 7.92 12.18 10.20
Cement 5.55 5.49 5.16

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 99.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.11
Cash / Call -0.10

View All

Concentration

Holdings (%)
Top 5 18.33
Top 10 32.35
Sector (%)
Top 3 49.00

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