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Sundaram Mid Cap Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
529.029 5.73 (1.10%)

NAV as on 25 May, 2018

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 Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Select Mid Cap has been renamed as Sundaram Mid Cap Fund w.e.f. May 04, 2018
Benchmark Index:
 
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Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -4.0 78
3 mth -1.5 72
6 mth -3.6 82
1 year 11.7 79
2 year 21.8 52
3 year 15.8 36
5 year 26.4 28

# Moneycontrol Rank within 143 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -8.9 - - - -
2017 13.6 4.5 2.8 13.2 40.7
2016 -6.5 12.5 10.2 -7.1 11.3
2015 6.0 0.4 -1.0 3.4 11.8
2014 8.0 34.8 8.0 12.4 75.6
2013 -10.4 -0.6 -3.3 17.4 3.6

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 -4.0 -1.5 -3.6 11.7 21.8 15.8 26.4
Category avg -5.4 -2.9 -3.6 12.1 17.8 10.5 13.2
Difference of Fund returns and Category returns 1.4 1.4 0.0 -0.4 4.0 5.3 13.2
Best of category 1.0 5.3 11.7 34.0 36.6 25.1 37.2
Worst of category -6.9 -9.3 -9.4 0.4 11.7 6.7 15.1
Benchmark returns # -5.3 -4.7 -6.6 11.8 19.8 14.4 --
Difference of Fund returns and Benchmark returns 1.3 3.2 3.0 -0.1 2.0 1.4 26.4
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 0.22 (Mar-31-2018)
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 Sundaram Select Mid Cap has been renamed as Sundaram Mid Cap Fund w.e.f. May 04, 2018

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
2,460.33 0.0 -1.4 13.7 16.0 27.1
HDFC MidCap Opportunities (G) Rank 3
17,638.27 -0.3 -1.9 12.5 14.8 26.0
Franklin (I) Smaller Co -Direct (G) Rank 2
1,472.67 -0.3 -0.8 14.5 17.4 30.6
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.6 -1.4 13.1 15.9 29.1
Reliance Small Cap Fund (G) Rank 1
5,565.14 -3.4 0.2 22.2 22.5 35.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 282.36 4.31
Sundaram-Clayto Automotive 219.05 3.34
Trent Retail & Real Estate 181.06 2.76
Quess Corp Engineering 178.45 2.72
Mahindra CIE Manufacturing 164.91 2.52
Honeywell Autom Telecom 164.90 2.52
SRF Manufacturing 161.49 2.47
Schaeffler Ind Engineering 155.68 2.38
Arvind Manufacturing 154.29 2.36
Cholamandalam Banking/Finance 151.91 2.32

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 15.28 16.09 16.09
Engineering 12.06 12.18 12.18
Automotive 9.56 8.35 8.35
Manufacturing 9.49 8.94 8.94
Cement 7.68 7.40 7.40
Miscellaneous 4.97 4.85 4.85

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 97.12
Others 0.98
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.88

View All

Concentration

Holdings (%)
Top 5 15.65
Top 10 27.70
Sector (%)
Top 3 36.90

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