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Sundaram Select Midcap - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
496.282 1.82 (0.37%)

NAV as on 18 Aug, 2017

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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 18 Aug, 2017)

Period Returns (%) Rank #
1 mth -0.2 63
3 mth 1.8 77
6 mth 11.0 105
1 year 20.0 55
2 year 14.1 51
3 year 23.3 21
5 year 25.9 12

# 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 12.5 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
2012 17.8 -3.4 15.3 3.6 39.0

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 -0.2 1.8 11.0 20.0 14.1 23.3 25.9
Category avg -1.1 1.7 12.4 17.4 10.9 13.5 13.0
Difference of Fund returns and Category returns 0.9 0.1 -1.4 2.6 3.2 9.8 12.9
Best of category 4.6 14.0 23.8 40.1 25.9 32.2 31.4
Worst of category -5.2 -4.6 7.4 7.3 3.7 12.1 16.3
Benchmark returns # 0.7 3.1 12.5 17.3 14.8 -- --
Difference of Fund returns and Benchmark returns -0.9 -1.3 -1.5 2.7 -0.7 23.3 25.9
# 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) 0.21 (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 2.2 13.0 20.4 21.9 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 2.0 12.5 19.3 20.8 25.9
Franklin (I) Smaller Co -Direct (G) Rank 3
862.32 1.5 12.6 18.3 23.3 --
Franklin (I) Smaller Cos (G) Rank 3
3,838.74 1.2 11.9 16.8 21.6 30.5
Franklin (I) Prima - Direct (G) Rank 3
517.61 1.5 11.3 16.5 21.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 0.01 3.52
Bajaj Finserv Banking/Finance 0.01 3.17
UPL Chemicals 0.01 3.09
Schaeffler Ind Engineering 0.01 3.05
Ramco Cements Cement 0.01 2.80
Federal Bank Banking/Finance 0.01 2.57
IGL Oil & Gas 0.01 2.44
Arvind Manufacturing 0.01 2.36
SRF Manufacturing 0.01 2.34
Mahindra CIE Manufacturing 0.00 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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