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Sundaram Select Midcap - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
339.846 2.15 (0.63%)

NAV as on 24 May, 2016

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 Mar 2016) 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 24 May, 2016)

Period Returns (%) Rank #
1 mth -0.4 51
3 mth 16.6 36
6 mth -0.8 43
1 year 3.2 46
2 year 21.0 45
3 year 28.2 38
5 year 18.6 18

# Moneycontrol Rank within 137 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
2011 -11.3 3.9 -8.3 -10.8 -24.3

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 -0.4 16.6 -0.8 3.2 21.0 28.2 18.6
Category avg -0.9 14.4 -2.8 0.1 14.9 15.4 10.2
Difference of Fund returns and Category returns 0.5 2.2 2.0 3.1 6.1 12.8 8.4
Best of category 1.7 20.9 3.3 8.9 39.1 41.4 24.0
Worst of category -6.5 -0.4 -8.7 -7.7 2.6 11.8 8.9
Benchmark returns # -0.3 13.7 0.6 3.4 -- -- --
Difference of Fund returns and Benchmark returns -0.1 2.9 -1.4 -0.2 21.0 28.2 18.6
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) 3,193.81 (Dec-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
905.52 15.2 0.1 0.4 28.4 --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 15.0 -0.4 -0.5 27.4 19.5
IDFC Premier Equity - Direct (G) Not Ranked
532.93 12.6 -1.1 -3.1 23.5 --
IDFC Premier Equity - B (G) Not Ranked
23.56 12.4 -1.5 -3.7 22.7 17.6
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 12.4 -1.5 -3.7 22.6 17.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 162.20 4.72
SRF Manufacturing 155.19 4.51
Ashok Leyland Automotive 113.81 3.31
UPL Chemicals 112.96 3.28
WABCO India Automotive 106.28 3.09
IGL Oil & Gas 104.63 3.04
Bajaj Finance Banking/Finance 102.44 2.98
Ramco Cements Cement 99.15 2.88
Sundaram-Clayto Automotive 90.42 2.63
Mahindra CIE Manufacturing 89.03 2.59

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 17.02 19.71 17.24
Manufacturing 15.84 14.70 12.82
Engineering 12.32 17.05 12.52
Automotive 10.43 12.18 9.85
Chemicals 7.11 7.54 6.49
Cement 5.48 7.76 5.16

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 96.47
Others 0.74
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.80

View All

Concentration

Holdings (%)
Top 5 18.91
Top 10 33.03
Sector (%)
Top 3 45.18

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