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Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
371.375 4.68 (1.28%)

NAV as on 04 Aug, 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 Nov 1999) 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:
 
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Returns (NAV as on 04 Aug, 2015)

Period Returns (%) Rank #
1 mth 6.2 30
3 mth 13.4 13
6 mth 13.1 23
1 year 44.4 30
2 year 60.6 32
3 year 35.9 21
5 year 20.0 13

# Moneycontrol Rank within 123 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 5.8 0.3 - - -
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 6.2 13.4 13.1 44.4 60.6 35.9 20.0
Category avg 4.9 8.6 9.1 35.2 39.8 23.5 11.5
Difference of Fund returns and Category returns 1.3 4.8 4.0 9.2 20.8 12.4 8.5
Best of category 10.3 15.6 20.2 66.0 77.5 41.7 25.6
Worst of category 1.4 -0.8 -0.7 2.7 26.5 17.4 7.4
Benchmark returns # 4.5 8.6 -- -- -- -- --
Difference of Fund returns and Benchmark returns 1.7 4.8 13.1 44.4 60.6 35.9 20.0
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) 2,840.48 (Jun-30-2015)
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 Opportunities (G) Rank 4
9,235.00 7.3 8.5 34.8 33.8 21.6
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 6.1 9.1 35.3 31.9 18.7
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 13.4 13.1 44.4 35.9 20.0
UTI Mid Cap (G) Rank 3
2,798.06 9.0 10.5 42.5 40.5 21.3
Reliance Mid & Small Cap Fund (G) Rank 4
2,235.97 6.6 5.8 32.2 32.8 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
SRF Manufacturing 189.18 6.66
FAG Bearings Engineering 166.45 5.86
Bajaj Finance Banking/Finance 122.71 4.32
WABCO India Automotive 112.77 3.97
UPL Chemicals 105.67 3.72
Mahindra CIE Manufacturing 100.27 3.53
Ashok Leyland Automotive 80.67 2.84
Sundaram-Clayto Automotive 79.25 2.79
Timken Engineering 78.11 2.75
IGL Oil & Gas 71.01 2.50

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.71 33.32 16.27
Engineering 16.53 33.00 13.28
Manufacturing 13.54 22.48 12.29
Automotive 9.85 23.22 9.85
Cement 7.76 17.44 7.45
Chemicals 7.07 12.20 5.10

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 95.50
Others 2.11
Debt 0.15
Mutual Funds N.A
Money Market 2.28
Cash / Call -0.01

View All

Concentration

Holdings (%)
Top 5 24.53
Top 10 38.94
Sector (%)
Top 3 49.78

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