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

Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
408.331 3.12 (0.77%)

NAV as on 18 Jan, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Sep 2016) rank unchanged from 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:
 
View Historic Graph From     To     

Returns (NAV as on 18 Jan, 2017)

Period Returns (%) Rank #
1 mth 5.6 37
3 mth -3.8 49
6 mth 9.6 16
1 year 30.4 25
2 year 12.3 22
3 year 32.8 26
5 year 25.4 16

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -6.5 - - - -
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 5.6 -3.8 9.6 30.4 12.3 32.8 25.4
Category avg 4.1 -4.3 4.9 21.9 7.1 18.2 13.6
Difference of Fund returns and Category returns 1.5 0.5 4.7 8.5 5.2 14.6 11.8
Best of category 8.8 3.8 17.3 40.8 36.5 44.2 31.1
Worst of category -11.3 -8.8 -8.6 1.0 -0.6 16.0 15.4
Benchmark returns # 4.1 -4.7 5.2 25.9 -- -- --
Difference of Fund returns and Benchmark returns 1.5 0.9 4.4 4.5 12.3 32.8 25.4
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) 3,912.95 (Dec-31-2016)
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 Opportunities (G) Rank 2
11,638.66 -3.7 8.5 29.6 30.7 25.6
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 -6.0 -1.1 12.0 21.3 19.7
Sundaram Select Midcap -IP (D) Not Ranked
0.20 -3.7 9.8 30.8 33.4 25.8
Sundaram Select Midcap -RP (G) Rank 3
3,912.95 -3.8 9.6 30.4 32.8 25.4
Sundaram Select Midcap -Direct (G) Not Ranked
306.41 -3.7 9.8 30.8 33.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 170.88 4.09
FAG Bearings Engineering 154.33 3.69
Ramco Cements Cement 130.88 3.13
Arvind Manufacturing 127.12 3.04
IGL Oil & Gas 125.96 3.01
Bajaj Finserv Banking/Finance 122.85 2.94
Sundaram-Clayto Automotive 122.56 2.93
UPL Chemicals 116.39 2.79
Tamil Newsprint Manufacturing 116.13 2.78
Indian Bank Banking/Finance 100.14 2.40

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 19.42 17.91 17.24
Manufacturing 16.29 15.95 12.89
Engineering 10.82 13.35 12.52
Automotive 8.92 12.18 10.20
Chemicals 7.76 7.14 6.49
Cement 4.71 5.49 5.16

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 98.59
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.85
Cash / Call -0.46

View All

Concentration

Holdings (%)
Top 5 16.96
Top 10 30.80
Sector (%)
Top 3 46.53

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.