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Sundaram Select Midcap - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
31.153 0.44 (1.44%)

NAV as on 30 Jul, 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 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 30 Jul, 2015)

Period Returns (%) Rank #
1 mth 4.8 74
3 mth 9.6 30
6 mth 7.7 44
1 year 42.5 40
2 year 57.1 41
3 year 35.5 21
5 year 20.0 14

# Moneycontrol Rank within 121 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.0 -3.1 - - -
2014 2.0 34.8 8.0 8.0 -
2013 -11.8 -0.1 -3.3 10.3 -3.6
2012 17.8 -3.4 15.3 3.6 39.0
2011 -11.2 4.0 -8.2 -11.1 -24.3
2010 - 4.7 8.0 -11.6 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 4.8 9.6 7.7 42.5 57.1 35.5 20.0
Category avg 5.2 7.4 6.3 35.8 38.9 23.4 11.4
Difference of Fund returns and Category returns -0.4 2.2 1.4 6.7 18.2 12.1 8.6
Best of category 9.2 13.2 15.8 62.9 74.9 42.1 25.3
Worst of category 1.8 3.2 -2.6 3.4 33.4 17.0 7.4
Benchmark returns # 5.6 8.2 -- -- -- -- --
Difference of Fund returns and Benchmark returns -0.8 1.4 7.7 42.5 57.1 35.5 20.0
# 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 Dividend
Launch date May 20, 2009
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 0.17 (Jun-30-2015)
Minimum Investment Rs.10000000
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 Opportunities (G) Rank 3
9,235.00 6.2 4.7 35.1 33.3 21.4
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 5.5 7.9 37.1 32.1 18.7
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 9.5 7.4 41.5 35.1 19.3
UTI Mid Cap (G) Rank 2
2,798.06 6.7 6.2 42.2 39.7 20.8
Reliance Mid & Small Cap Fund (G) Rank 3
2,235.97 5.8 3.8 33.9 32.9 17.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 0.01 6.66
FAG Bearings Engineering 0.01 5.86
Bajaj Finance Banking/Finance 0.01 4.32
WABCO India Automotive 0.01 3.97
UPL Chemicals 0.01 3.72
Mahindra CIE Manufacturing 0.01 3.53
Ashok Leyland Automotive 0.00 2.84
Sundaram-Clayto Automotive 0.00 2.79
Timken Engineering 0.00 2.75
IGL Oil & Gas 0.00 2.50

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.71 33.32 16.27
Engineering 16.53 33.00 13.28
Manufacturing 13.54 22.48 12.29
Automotive 9.85 23.22 9.85
Cement 7.76 17.44 7.45
Chemicals 7.07 12.20 5.10

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 95.50
Others 2.11
Debt 0.15
Mutual Funds N.A
Money Market 2.28
Cash / Call -0.01

View All

Concentration

Holdings (%)
Top 5 24.53
Top 10 38.94
Sector (%)
Top 3 49.78

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