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Sundaram Select Midcap - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
42.260 0.06 (0.14%)

NAV as on 18 Oct, 2017

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 Jun 2017) 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 18 Oct, 2017)

Period Returns (%) Rank #
1 mth -0.7 103
3 mth 4.9 63
6 mth 9.3 101
1 year 17.8 95
2 year 19.3 52
3 year 24.1 29
5 year 29.7 19

# Moneycontrol Rank within 151 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.5 2.8 1.1 - -
2016 -9.6 12.5 8.2 -8.6 3.8
2015 5.8 -2.9 -1.1 3.4 7.7
2014 2.4 34.6 7.8 8.2 59.7
2013 -10.5 -0.2 -3.4 10.7 -2.0
2012 17.6 -3.5 15.1 3.5 38.2

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 -1.2 3.4 6.1 12.5 19.3 24.1 29.7
Category avg 1.6 4.5 10.2 19.5 15.7 14.2 12.7
Difference of Fund returns and Category returns -2.8 -1.1 -4.1 -7.0 3.6 9.9 17.0
Best of category 5.2 16.7 23.6 37.0 31.8 32.5 30.6
Worst of category -3.6 0.6 1.1 6.3 9.0 12.5 15.8
Benchmark returns # -0.2 5.4 11.7 18.6 20.2 -- --
Difference of Fund returns and Benchmark returns -1.0 -2.0 -5.6 -6.1 -0.9 24.1 29.7
Sundaram Select Midcap - Regular Plan (D) 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 Dividend
Launch date Jul 31, 2002
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 5,112.40 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.20 (May-25-2017) 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 3
15,512.00 3.4 8.6 18.3 20.9 25.1
IDFC Premier Equity - Regular (G) Rank 4
5,373.19 5.9 12.5 17.9 16.0 20.4
IDFC Premier Equity - Direct (G) Rank 4
550.19 6.1 12.9 18.8 16.8 --
DSP-BR Micro Cap Fund - Direct (G) Rank 2
877.44 1.5 6.4 17.1 27.1 --
DSP-BR Micro Cap Fund - RP (G) Rank 2
4,994.50 1.4 6.2 16.5 26.2 29.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Bajaj Finserv Banking/Finance 222.39 3.97
Sundaram-Clayto Automotive 192.22 3.43
Schaeffler Ind Engineering 180.86 3.23
UPL Chemicals 154.32 2.76
Ramco Cements Cement 148.16 2.65
Trent Retail & Real Estate 135.32 2.42
Federal Bank Banking/Finance 131.34 2.35
Arvind Manufacturing 129.62 2.32
IGL Oil & Gas 128.85 2.30
Honeywell Autom Telecom 121.76 2.18

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 23.52 0.00 0.00
Engineering 8.74 0.00 0.00
Manufacturing 8.74 0.00 0.00
Automotive 7.74 0.00 0.00
Chemicals 7.44 0.00 0.00
Cement 4.10 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 94.88
Others 0.17
Debt 0.00
Mutual Funds N.A
Money Market 4.11
Cash / Call 0.84

View All

Concentration

Holdings (%)
Top 5 16.04
Top 10 27.61
Sector (%)
Top 3 41.00

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