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Sundaram Select Midcap - Regular Plan (D) SET SMS ALERT

26.884
0.3 (1.12%)
NAV as on Oct-21-2014
NAV as on Oct-21-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) 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 Oct-21-2014)

Period Returns (%) Rank #
1 mth -4.6 106
3 mth 5.1 93
6 mth 36.5 61
1 year 71.8 50
2 year 29.3 26
3 year 25.2 29
5 year 17.2 23

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 34.6 7.8 - -
2013 -10.5 -0.2 -3.4 10.7 -2.0
2012 17.6 -3.5 15.1 3.5 38.2
2011 -11.3 3.9 -8.3 -10.8 -24.4
2010 -10.5 4.5 16.1 -11.2 -1.5
2009 -13.1 56.9 17.7 -0.2 66.7

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 -4.6 5.1 36.5 71.8 29.3 25.2 17.2
Category avg -3.2 7.3 34.3 56.7 12.3 10.4 6.2
Difference of Fund returns and Category returns -1.4 -2.2 2.2 15.1 17.0 14.8 11.0
Best of category -0.7 14.3 60.5 122.7 42.7 36.1 25.1
Worst of category -7.0 0.2 22.4 42.7 17.4 16.2 8.7
Benchmark returns # -4.3 1.7 27.9 59.1 19.2 15.7 7.5
Difference of Fund returns and Benchmark returns -0.3 3.4 8.6 12.7 10.1 9.5 9.7
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) 1,917.35 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-21-2014) 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 (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 8.3 33.8 75.8 28.3 22.8
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 7.0 37.4 76.7 31.5 21.7
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 5.3 30.1 58.5 23.6 20.5
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 5.1 36.5 71.8 25.2 17.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 148.46 6.38
SRF Manufacturing 129.50 5.57
Bosch Automotive 108.27 4.65
Ipca Labs Pharmaceuticals 103.64 4.45
WABCO India Automotive 102.59 4.41
Bajaj Finance Banking/Finance 72.63 3.12
Arvind Manufacturing 70.49 3.03
UPL Chemicals 69.43 2.98
HSIL Cement 68.77 2.96
IGL Oil & Gas 67.95 2.92

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.91 21.27 17.74
Engineering 13.95 14.06 7.31
Automotive 13.16 13.98 11.36
Manufacturing 11.92 10.70 4.71
Cement 10.17 10.04 5.58
Chemicals 4.54 6.94 4.90

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 99.32
Others 0.17
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.50

View All

Concentration

Holdings (%)
Top 5 25.46
Top 10 40.47
Sector (%)
Top 3 45.02

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