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Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
514.186 2.26 (0.44%)

NAV as on 20 Nov, 2017

CRISIL MF RANK

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

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 20 Nov, 2017)

Period Returns (%) Rank #
1 mth 2.9 90
3 mth 8.2 95
6 mth 10.9 95
1 year 33.8 86
2 year 22.1 57
3 year 19.0 38
5 year 25.8 19

# Moneycontrol Rank within 151 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.4 4.3 2.6 - -
2016 -6.5 12.5 10.1 -7.2 11.0
2015 5.8 0.3 -1.1 3.4 11.3
2014 7.9 34.6 7.8 12.2 74.5
2013 -10.5 -0.2 -3.4 17.3 3.8
2012 17.7 -3.5 15.1 3.5 38.3

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 2.9 8.2 10.9 33.8 22.1 19.0 25.8
Category avg 2.9 9.2 11.4 32.3 18.0 12.3 12.9
Difference of Fund returns and Category returns 0.0 -1.0 -0.5 1.5 4.1 6.7 12.9
Best of category 8.8 22.4 30.9 58.1 34.5 31.7 32.7
Worst of category -0.6 2.5 3.7 23.1 10.1 9.6 16.8
Benchmark returns # 4.0 12.1 16.1 43.1 24.1 -- --
Difference of Fund returns and Benchmark returns -1.1 -3.9 -5.2 -9.3 -2.0 19.0 25.8
Sundaram Select Midcap - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 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) 5,112.40 (Sep-30-2017)
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
2,159.33 8.9 12.5 33.9 19.3 --
HDFC MidCap Opportunities (G) Rank 3
15,512.00 8.6 11.9 32.6 18.2 26.9
Franklin (I) Smaller Co -Direct (G) Rank 2
1,210.34 9.9 12.6 36.8 20.9 --
Franklin (I) Smaller Cos (G) Rank 2
4,898.91 9.6 11.8 35.0 19.3 30.5
Franklin India Prima Fund (G) Rank 3
5,226.56 6.7 8.8 31.3 17.0 26.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Sundaram-Clayto Automotive 185.58 3.63
Bajaj Finserv Banking/Finance 156.44 3.06
Schaeffler Ind Engineering 138.55 2.71
IGL Oil & Gas 134.46 2.63
Ramco Cements Cement 133.94 2.62
UPL Chemicals 130.88 2.56
Honeywell Autom Telecom 130.88 2.56
Federal Bank Banking/Finance 123.21 2.41
Arvind Manufacturing 121.68 2.38
Trent Retail & Real Estate 121.16 2.37

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.78 0.00 0.00
Manufacturing 9.22 0.00 0.00
Engineering 8.49 0.00 0.00
Automotive 8.41 0.00 0.00
Chemicals 7.33 0.00 0.00
Oil & Gas 4.72 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 98.43
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.34
Cash / Call 1.25

View All

Concentration

Holdings (%)
Top 5 14.65
Top 10 26.93
Sector (%)
Top 3 40.49

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