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you are here: Moneycontrol Mutual Funds Small & Mid Cap Sundaram Mutual Fund Sundaram Mid Cap Fund - Institutional Plan (D)

Sundaram Mid Cap Fund - Institutional Plan (D)

Previous Name: Sundaram Select Mid Cap - Institutional Plan (D)
Plan: Institutional Plan | Option: Dividend | Type : Open-Ended | AMFI Code: 111942
Fact Sheet Buy
33.896 0.05 ( 0.14 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Select Mid Cap has been renamed as Sundaram Mid Cap Fund w.e.f. May 04, 2018

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -2.7 68
3 Months -9.3 70
6 Months -18.7 65
1 Year -8.8 74
2 Years 12.4 55
3 Years 10.8 36
5 Years 33.1 32

# Moneycontrol Rank within 147 Small & Mid Cap Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -17.1 - - - -
2017 11.5 2.8 1.2 11.6 31.8
2016 -9.8 12.5 8.1 -8.7 3.5
2015 6.0 -3.1 -1.0 3.4 7.9
2014 2.0 34.8 8.0 8.0 59.5
2013 -11.8 -0.1 -3.3 10.3 -3.6

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -2.7 -9.3 -18.7 -8.8 -8.8 12.4 10.8
Category average -1.7 -1.3 -8.7 5 14.8 10.5 13.7
Difference of Fund returns and Category returns -1 -8 -10 -13.8 -23.6 1.9 -2.9
Best of Category 1.9 6.9 11.7 29.8 34.2 23.8 37
Worst of Category -7.2 -9.3 -17.9 -5.4 7.5 6 15.7
Benchmark returns # 0.6 -0.4 -9.9 7.3 17.8 14.2 0
Difference of Fund returns and Benchmark returns -3.3 -8.9 -8.8 -16.1 -26.6 -1.8 10.8
# Benchmark Index: S&P BSE MIDCAP

Investment Information

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

  • Benchmark:

    S&P BSE MIDCAP

  • Asset size (Rs Cr):

    0.22 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.0.20 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    S Krishnakumar
    View performance of schemes managed by the Fund Manager

  • Notes:

    Sundaram Select Mid Cap has been renamed as Sundaram Mid Cap Fund w.e.f. May 04, 2018

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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 58.7 1.6 -5.6 8.5 15.5 27.6
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 56.1 1.3 -6.1 7.4 14.4 26.5
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 61.8 -0.2 -7.3 7.9 16.8 30.3
Franklin India Smaller Companies Fund (G) 5,748.37 58.1 -0.5 -7.9 6.6 15.3 28.7
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 44.6 -1.7 -10.3 13.1 22.5 37.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Ramco Cements Cement 265.17 4.22
Sundaram-Clayto Automotive 213.52 3.40
Quess Corp Engineering 169.69 2.87
Trent Retail & Real Estate 180.17 2.70
Honeywell Autom Telecom 160.85 2.56
Mahindra CIE Manufacturing 159.59 2.54
Schaeffler Ind Engineering 154.61 2.46
Exide Ind Automotive 133.36 2.31
Arvind Manufacturing 144.92 2.25
Cholamandalam Banking/Finance 141.38 2.12
Asset Allocation (%) As on May 31, 2018
Equity 97.70
Others 0.06
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.26
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 14.75
Engineering 12.73
Automotive 10.68
Manufacturing 9.02
Cement 7.38
Chemicals 5.12
Concentration As on May 31, 2018
Holdings %
Top 5 15.75
Top 10 97.7
Sectors %
Top 3 38.16
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