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Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
335.077 3.21 (0.95%)

NAV as on 29 Jun, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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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 2015) 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 29 Jun, 2015)

Period Returns (%) Rank #
1 mth -0.5 22
3 mth 1.6 15
6 mth 7.5 31
1 year 28.8 55
2 year 45.7 46
3 year 32.7 18
5 year 18.8 19

# Moneycontrol Rank within 119 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.8 - - - -
2014 7.9 34.6 7.8 12.2 -
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

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 -0.5 1.6 7.5 28.8 45.7 32.7 18.8
Category avg -1.4 -0.7 4.5 25.9 32.2 21.6 11.3
Difference of Fund returns and Category returns 0.9 2.3 3.0 2.9 13.5 11.1 7.5
Best of category 1.1 4.7 17.0 53.2 62.5 40.4 24.1
Worst of category -3.9 -4.9 -9.1 -10.8 27.6 13.3 6.4
Benchmark returns # -0.3 1.1 4.1 13.9 32.6 19.8 8.4
Difference of Fund returns and Benchmark returns -0.2 0.5 3.4 14.9 13.1 12.9 10.4
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) 2,770.75 (Mar-31-2015)
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) Not Ranked
666.39 0.6 3.4 27.1 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 0.4 2.9 26.0 31.4 20.8
IDFC Premier Equity - Direct (G) Not Ranked
579.15 -3.4 6.4 28.1 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 -3.5 6.2 27.2 28.7 19.2
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 -3.5 6.1 27.1 28.6 19.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 187.48 6.25
FAG Bearings Engineering 178.31 5.95
WABCO India Automotive 131.25 4.38
UPL Chemicals 117.16 3.91
Mahindra CIE Manufacturing 103.37 3.45
Bajaj Finance Banking/Finance 103.33 3.45
Timken Engineering 91.20 3.04
Sundaram-Clayto Automotive 90.91 3.03
Ashok Leyland Automotive 85.46 2.85
Honeywell Autom Telecom 74.32 2.48

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 18.60 33.32 16.27
Engineering 17.05 33.00 13.28
Manufacturing 12.82 22.48 10.70
Automotive 10.51 23.22 10.00
Cement 7.45 17.44 7.45
Chemicals 7.42 12.20 4.90

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 96.68
Others 3.62
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.27

View All

Concentration

Holdings (%)
Top 5 23.94
Top 10 38.79
Sector (%)
Top 3 48.47

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