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Sundaram Select Midcap - Regular Plan (G) SET SMS ALERT

289.140
2.82 (0.99%)
NAV as on Oct-31-2014
NAV as on Oct-31-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Oct-31-2014)

Period Returns (%) Rank #
1 mth 3.1 75
3 mth 14.8 50
6 mth 42.8 65
1 year 77.5 45
2 year 32.7 26
3 year 26.3 28
5 year 20.6 21

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.9 34.6 7.8 - -
2013 -10.5 -0.2 -3.4 17.3 3.8
2012 17.7 -3.5 15.1 3.5 38.3
2011 -11.3 3.9 -8.3 -10.8 -24.3
2010 -2.3 4.5 16.1 -2.0 18.6
2009 -13.1 71.5 24.5 -0.2 109.3

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 3.1 14.8 42.8 77.5 32.7 26.3 20.6
Category avg 3.4 14.1 40.7 59.1 13.6 10.7 7.0
Difference of Fund returns and Category returns -0.3 0.7 2.1 18.4 19.1 15.6 13.6
Best of category 7.4 22.7 74.2 121.1 46.9 36.9 27.3
Worst of category 0.2 8.6 28.2 45.9 21.6 16.8 11.8
Benchmark returns # 3.2 7.0 34.3 61.0 22.4 16.0 11.2
Difference of Fund returns and Benchmark returns -0.1 7.8 8.5 16.5 10.3 10.3 9.4
Sundaram Select Midcap - Regular Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 Jul 19, 2002
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 2,257.85 (Sep-30-2014)
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 (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 13.9 39.2 76.9 28.8 25.3
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 12.7 44.6 78.3 32.5 24.2
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 13.2 35.8 61.3 24.3 22.8
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 14.8 42.8 77.5 26.3 20.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 135.32 5.99
SRF Manufacturing 132.17 5.85
WABCO India Automotive 100.00 4.43
Ipca Labs Pharmaceuticals 98.44 4.36
Bosch Automotive 88.50 3.92
IGL Oil & Gas 73.41 3.25
HSIL Cement 70.95 3.14
Bajaj Finance Banking/Finance 69.89 3.10
UPL Chemicals 68.27 3.02
Arvind Manufacturing 66.99 2.97

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 16.27 21.27 16.27
Automotive 13.87 13.98 11.36
Engineering 13.28 14.06 8.15
Manufacturing 12.47 12.47 5.25
Cement 9.48 10.04 5.87
Chemicals 5.10 6.94 4.90

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 99.46
Others 0.06
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.48

View All

Concentration

Holdings (%)
Top 5 24.56
Top 10 40.04
Sector (%)
Top 3 43.42

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