Sundaram Select Small Cap Fund (G)
Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
News and Videos
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on Feb-22-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | 11 |
| 3 mth | - | 49 |
| 6 mth | - | 48 |
| 1 year | - | 6 |
| 2 year | - | 19 |
| 3 year | - | 6 |
| 5 year | - | 26 |
# Moneycontrol Rank within 48 Small & Mid Cap Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 11.2 | - | - | - | - |
| 2011 | -13.0 | 3.1 | -5.6 | -7.7 | -20.5 |
| 2010 | 0.1 | 5.3 | 13.5 | -6.7 | 15.3 |
| 2009 | -12.5 | 64.0 | 35.3 | -0.2 | 111.8 |
| 2008 | -38.5 | -13.4 | -9.4 | -25.4 | -65.5 |
| 2007 | -1.0 | 7.6 | 9.2 | 29.2 | 52.3 |
* 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 | -- | -- | -- | -- | -- | -- | -- |
| Category avg | -4.2 | -0.2 | 5.5 | -3.2 | 1.7 | 13.3 | 3.4 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| 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 # | -6.4 | -4.8 | 4.4 | -21.0 | -12.1 | 3.0 | -2.8 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
Investment Info
Investment Objective
The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as "smallcaps".
Scheme details
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 24, 2006 |
| Benchmark | BSE-SMALLCAP |
| Asset Size (Rs cr) | 303.00 (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 | 3.00% |
| Load Comments | Exit Load 3% if exit within 12 months, 2.5% if exit within 12 - 24 months, 2% if exit within 24 - 36 months, 1% if exit within 36 - 48 months and 0.5% if exit within 48 - 60 months |
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 (Jan 31, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| WABCO India | Automotive | - | 13.28 |
| Rallis India | Chemicals | - | 5.29 |
| Sundaram-Clayto | Automotive | - | 4.54 |
| Bata India | Cons NonDurable | - | 4.25 |
| Magma Fincorp | Banking/Finance | - | 4.21 |
| Bharti Airtel | Telecom | - | 3.71 |
| Time Techno | Manufacturing | - | 2.80 |
| Mcleod | Food & Beverage | - | 2.22 |
| HDFC | Banking/Finance | - | 2.17 |
| Amara Raja Batt | Automotive | - | 2.13 |
Sector Allocation (Jan 31, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Automotive | 22.00 | 22.82 | 18.81 |
| Banking/Finance | 10.59 | 16.55 | 6.16 |
| Chemicals | 5.29 | 7.39 | 5.29 |
| Telecom | 5.18 | 5.51 | 1.95 |
| Cons NonDurable | 4.25 | 9.29 | 4.25 |
| Manufacturing | 2.80 | 9.85 | 2.61 |
Asset Allocation (%)(Jan 31, 12)
| Equity | 55.89 |
| Others | 0.00 |
| Debt | 27.72 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 16.39 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 31.57 |
| Top 10 | 44.59 |
| Sector | (%) |
|---|---|
| Top 3 | 37.88 |
News & Videos
News
NAVs surge with the infusion of foreign money in the market
Equity funds continued to march up led by inflow of money from FII in the market. The BSE benchmark ...
Feb 10, 2012 at 10:01 | Source: Moneycontrol.com
-
NAVs end with negative returns
Equity diversified NAVs ended lower with advance:decline ratio of 27:216 as markets ended flat on a ...
Feb 07, 2011 at 23:23 | Source: Moneycontrol.com
-
NAVs end higher as markets gain
Equity diversified NAVs ended higher with advance:decline ratio of 251:4, as the equity benchmarks m ...
Dec 01, 2010 at 0:11 | Source: Moneycontrol.com
Videos
-
Oct 25, 2011
-
Oct 25, 2011
-
Oct 25, 2011
Messages & Community
Quick Links