Sundaram Select Midcap - Regular Plan (G)
Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
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Investment Info
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Average performance in the category
The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.0 | 19 |
| 3 mth | -3.3 | 40 |
| 6 mth | 0.6 | 46 |
| 1 year | -6.3 | 32 |
| 2 year | 2.5 | 18 |
| 3 year | 13.8 | 27 |
| 5 year | 7.4 | 12 |
# Moneycontrol Rank within 48 Small & Mid Cap Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 17.7 | - | - | - | - |
| 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 |
| 2008 | -34.2 | -12.8 | -4.8 | -22.2 | -58.9 |
| 2007 | -7.4 | 18.0 | 13.2 | 31.2 | 62.3 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.0 | -3.3 | 0.6 | -6.3 | 2.5 | 13.8 | 7.4 |
| Category avg | -4.2 | -0.2 | 5.5 | -3.2 | 1.7 | 13.3 | 3.4 |
| Difference of Fund returns and Category returns | 0.2 | -3.1 | -4.9 | -3.1 | 0.8 | 0.5 | 4.0 |
| Best of category | -2.6 | 5.2 | 13.2 | 13.2 | 15.0 | 26.8 | 15.9 |
| Worst of category | -8.0 | -5.9 | 0.6 | -18.5 | -13.1 | 4.6 | -5.6 |
| Benchmark returns # | -5.8 | -3.4 | 5.1 | -10.9 | -4.6 | 6.5 | -0.8 |
| Difference of Fund returns and Benchmark returns | 1.8 | 0.1 | -4.5 | 4.6 | 7.1 | 7.3 | 8.2 |
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 | BSE-MIDCAP |
| Asset Size (Rs cr) | 1,986.15 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Satish Ramanathan 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,179.73 | -0.6 | 4.4 | -3.8 | 19.4 | 7.8 |
| Franklin India Prima Fund (G) | Rank 3 |
726.18 | -1.1 | 4.3 | -4.1 | 15.8 | 3.7 |
| DSP-BR Micro Cap Fund - RP (G) | Rank 2 |
436.31 | 3.1 | 6.7 | -0.5 | 22.7 | 8.1 |
| Franklin (I) Smaller Cos (G) | Rank 3 |
335.32 | 0.0 | 6.0 | -6.7 | 13.9 | 2.6 |
| Kotak Mid-Cap Fund (G) | Rank 3 |
264.50 | 0.1 | 5.8 | -3.9 | 15.1 | 1.3 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Ipca Labs | Pharmaceuticals | - | 6.31 |
| FAG Bearings | Engineering | - | 5.36 |
| United Spirits | Food & Beverage | - | 5.24 |
| Bosch | Automotive | - | 4.18 |
| IndraprasthaGas | Oil & Gas | - | 3.57 |
| Raymond | Manufacturing | - | 3.12 |
| Coromandel Int | Chemicals | - | 3.12 |
| MphasiS | Technology | - | 2.87 |
| Karur Vysya | Banking/Finance | - | 2.79 |
| Petronet LNG | Oil & Gas | - | 2.66 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 16.81 | 16.81 | 9.73 |
| Automotive | 10.97 | 10.97 | 5.88 |
| Engineering | 9.62 | 10.04 | 5.94 |
| Food & Beverage | 9.51 | 9.51 | 6.23 |
| Chemicals | 8.77 | 12.20 | 8.77 |
| Manufacturing | 7.41 | 7.78 | 6.80 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 95.54 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.44 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 24.66 |
| Top 10 | 39.22 |
| Sector | (%) |
|---|---|
| Top 3 | 37.40 |
News & Videos
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