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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
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| 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 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 11.2 | - | - | - | 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 |
* Returns over 1 year are Annualised
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 | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 5.7 | 4.0 | 4.5 | 28.3 | 19.7 | 19.0 | 16.2 |
| Worst of category | -6.0 | -8.8 | -13.8 | -1.1 | -6.2 | -6.5 | -6.2 |
| Benchmark returns # | -1.1 | -7.5 | -15.8 | -4.7 | -13.7 | -10.9 | -6.3 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
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".
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 24, 2006 |
| Benchmark | S&P BSE SMALLCAP |
| Asset Size (Rs cr) | 158.76 (Mar-31-2012) |
| 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 | Sundaram Select Smallcap, a 5-year close ended fund matured on February 22, 2012. |
| 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 |
| 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 | http://www.sundarammutual.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | 0.3 | -0.1 | 18.6 | 12.6 | 12.6 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.3 | 0.6 | 15.1 | 11.7 | 13.0 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.1 | 1.1 | 15.0 | 8.7 | 14.3 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -0.2 | -0.3 | 26.2 | 19.0 | 11.4 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.8 | -3.7 | 17.1 | 7.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 55.89 |
| Others | 0.00 |
| Debt | 27.72 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 16.39 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
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
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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