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Sundaram Select Midcap - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
334.005 8.36 (2.44%)

NAV as on 24 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 24 Apr, 2015)

Period Returns (%) Rank #
1 mth 0.3 41
3 mth -2.9 66
6 mth 15.5 51
1 year 60.4 50
2 year 44.1 45
3 year 31.8 21
5 year 19.3 16

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.0 - - - -
2014 8.0 34.8 8.0 12.4 -
2013 -10.4 -0.6 -3.3 17.4 3.6
2012 17.8 -3.4 15.3 3.6 39.0
2011 -11.2 5.3 -8.2 -10.7 -23.0
2010 -2.1 4.7 16.3 -1.9 19.2

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 0.3 -2.9 15.5 60.4 44.1 31.8 19.3
Category avg -0.4 -2.5 13.5 53.3 30.7 21.1 11.0
Difference of Fund returns and Category returns 0.7 -0.4 2.0 7.1 13.4 10.7 8.3
Best of category 4.9 5.3 36.7 105.6 61.2 40.3 25.7
Worst of category -4.7 -8.7 -6.6 26.6 27.2 14.1 6.9
Benchmark returns # -0.5 -3.2 8.8 41.5 28.5 18.3 7.8
Difference of Fund returns and Benchmark returns 0.8 0.3 6.7 18.9 15.6 13.5 11.5
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as 'mid-caps'.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 20, 2009
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 0.28 (Mar-31-2015)
Minimum Investment Rs.10000000
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 4
14,684.18 -3.1 11.4 55.3 31.5 19.9
HDFC MidCap Opportunities (G) Rank 4
8,957.92 -2.8 13.3 53.8 30.5 21.6
IDFC Premier Equity - Regular (G) Rank 5
6,465.61 -0.2 15.4 52.0 28.9 19.6
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Sundaram Select Midcap -RP (G) Rank 4
4,636.60 -3.1 15.1 59.2 31.4 18.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 0.01 7.13
SRF Manufacturing 0.01 5.90
WABCO India Automotive 0.01 4.91
Bajaj Finance Banking/Finance 0.01 3.81
Mahindra CIE Manufacturing 0.01 3.49
UPL Chemicals 0.01 3.31
HSIL Cement 0.01 3.22
Timken Engineering 0.01 3.07
Ashok Leyland Automotive 0.01 3.01
Honeywell Autom Telecom 0.00 2.91

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Engineering 19.19 33.00 10.38
Banking/Finance 18.92 33.32 16.27
Manufacturing 13.22 22.48 10.12
Automotive 10.68 23.22 10.00
Cement 8.60 17.44 6.90
Chemicals 6.69 12.20 4.90

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 98.57
Others 0.57
Debt 0.20
Mutual Funds 0.52
Money Market 0.11
Cash / Call 0.03

View All

Concentration

Holdings (%)
Top 5 25.24
Top 10 40.76
Sector (%)
Top 3 51.33

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