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Sundaram Select Midcap - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
36.621 0.02 (0.07%)

NAV as on 20 Apr, 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

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Benchmark Index:
 
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Returns (NAV as on 20 Apr, 2018)

Period Returns (%) Rank #
1 mth 6.0 71
3 mth -3.1 35
6 mth 5.4 85
1 year 14.1 77
2 year 19.6 51
3 year 13.9 36
5 year 35.9 31

# Moneycontrol Rank within 145 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 -2.6 -11.8 -5.5 -0.9 19.6 13.9 35.9
Category avg 5.8 -4.4 5.8 15.4 19.8 10.8 14.4
Difference of Fund returns and Category returns -8.4 -7.4 -11.3 -16.3 -0.2 3.1 21.5
Best of category 9.4 0.5 13.9 37.8 39.6 25.9 38.4
Worst of category -1.9 -9.3 -3.0 1.3 13.1 7.9 16.8
Benchmark returns # 5.0 -6.0 4.0 16.0 23.2 16.8 --
Difference of Fund returns and Benchmark returns -7.6 -5.8 -9.5 -16.9 -3.6 -2.9 35.9
# 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 Dividend
Launch date May 20, 2009
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 0.22 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.20 (Jan-23-2018) 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
17,638.27 -1.8 7.7 16.5 16.6 27.7
Sundaram Select Midcap -RP (G) Rank 3
5,742.78 -3.3 5.0 13.3 16.3 27.7
Sundaram Select Midcap -IP (D) Not Ranked
0.22 -3.1 5.4 14.1 16.9 28.2
Sundaram Select Midcap -Direct (G) Rank 3
534.18 -3.1 5.4 14.1 16.9 28.4
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -4.5 5.1 14.6 16.7 31.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 246.49 3.94
Sundaram-Clayto Automotive 211.77 3.38
Trent Retail & Real Estate 162.69 2.60
Quess Corp Engineering 158.81 2.54
Schaeffler Ind Engineering 157.97 2.53
Arvind Manufacturing 152.96 2.44
Honeywell Autom Telecom 150.48 2.41
NCC Cement 139.91 2.24
Mahindra CIE Manufacturing 140.43 2.24
WABCO India Automotive 136.03 2.17

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Banking/Finance 16.08 0.00 0.00
Engineering 12.80 0.00 0.00
Manufacturing 9.11 0.00 0.00
Automotive 8.41 0.00 0.00
Cement 7.64 0.00 0.00
Chemicals 4.34 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 98.92
Others 0.04
Debt 0.00
Mutual Funds N.A
Money Market 1.10
Cash / Call -0.06

View All

Concentration

Holdings (%)
Top 5 14.99
Top 10 26.49
Sector (%)
Top 3 37.99

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