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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sundaram Mutual Fund > Sundaram Select Midcap - Institutional Plan (D)

Sundaram Select Midcap - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
41.541 0.34 (0.83%)

NAV as on 19 Jan, 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 Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Jan, 2018)

Period Returns (%) Rank #
1 mth 1.9 131
3 mth 8.8 117
6 mth 13.3 98
1 year 33.6 105
2 year 30.7 56
3 year 18.4 35
5 year 31.1 30

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.5 2.8 1.2 11.6 31.8
2016 -9.8 12.5 8.1 -8.7 3.5
2015 6.0 -3.1 -1.0 3.4 7.9
2014 2.0 34.8 8.0 8.0 59.5
2013 -11.8 -0.1 -3.3 10.3 -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 1.4 7.2 9.8 25.1 30.7 18.4 31.1
Category avg 3.3 9.9 14.9 33.9 26.2 12.4 12.4
Difference of Fund returns and Category returns -1.9 -2.7 -5.1 -8.8 4.5 6.0 18.7
Best of category 5.6 23.2 39.0 72.0 44.8 30.0 36.7
Worst of category -1.4 1.1 4.3 20.8 10.3 9.9 16.0
Benchmark returns # 2.4 10.5 16.4 41.2 31.7 -- --
Difference of Fund returns and Benchmark returns -1.0 -3.3 -6.6 -16.1 -1.0 18.4 31.1
# 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) 0.22 (Dec-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.20 (May-25-2017) 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
17,064.28 9.7 12.3 34.5 17.7 26.0
DSP-BR Micro Cap Fund - RP (G) Rank 3
5,357.24 15.0 15.8 37.0 23.5 32.5
DSP-BR Micro Cap Fund - Direct (G) Rank 3
951.11 15.1 16.0 37.6 24.3 33.3
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.6 12.8 32.6 18.6 25.8
Sundaram Select Midcap -IP (D) Not Ranked
0.22 8.8 13.3 33.6 19.2 26.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 237.38 3.80
Trent Retail & Real Estate 176.28 2.82
Schaeffler Ind Engineering 163.40 2.62
Arvind Manufacturing 159.10 2.55
Honeywell Autom Telecom 157.58 2.52
Ramco Cements Cement 150.15 2.40
IGL Oil & Gas 146.51 2.35
SRF Manufacturing 144.39 2.31
UPL Chemicals 136.30 2.18
Federal Bank Banking/Finance 130.35 2.09

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 17.61 20.09 20.09
Engineering 9.08 9.52 9.52
Manufacturing 9.01 13.49 13.49
Automotive 8.65 9.02 9.02
Chemicals 7.06 8.09 8.09
Miscellaneous 4.84 1.67 1.67

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 94.38
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 4.46
Cash / Call 1.18

View All

Concentration

Holdings (%)
Top 5 14.31
Top 10 25.64
Sector (%)
Top 3 35.70

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