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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
Relatively Weak performance in the category
The scheme is ranked 5 in Small & Mid Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.2 | 42 |
| 3 mth | -1.5 | 42 |
| 6 mth | -1.8 | 37 |
| 1 year | 12.9 | 39 |
| 2 year | -0.4 | 44 |
| 3 year | 2.0 | 36 |
| 5 year | 1.2 | 35 |
# Moneycontrol Rank within 49 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -14.0 | - | - | - | - |
| 2012 | 14.3 | -3.6 | 11.5 | 4.9 | 33.4 |
| 2011 | -8.4 | 2.7 | -11.3 | -9.1 | -24.1 |
| 2010 | -2.6 | 1.9 | 10.2 | -2.9 | 9.3 |
| 2009 | -12.2 | 44.3 | 20.6 | -0.2 | 62.8 |
| 2008 | -34.0 | -16.2 | -0.9 | -18.0 | -55.9 |
* 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 | 2.2 | -1.5 | -1.8 | 12.9 | -0.4 | 2.0 | 1.2 |
| Category avg | 4.1 | 0.5 | 1.7 | 17.5 | 6.3 | 5.6 | 5.0 |
| Difference of Fund returns and Category returns | -1.9 | -2.0 | -3.5 | -4.6 | -6.7 | -3.6 | -3.8 |
| Best of category | 8.2 | 3.9 | 8.2 | 30.6 | 21.4 | 19.3 | 15.8 |
| Worst of category | -1.0 | -9.7 | -9.0 | 2.5 | -4.3 | -5.9 | -6.8 |
| Benchmark returns # | 5.4 | 2.6 | 8.9 | 23.5 | 4.5 | 5.3 | 3.0 |
| Difference of Fund returns and Benchmark returns | -3.2 | -4.1 | -10.7 | -10.6 | -4.9 | -3.3 | -1.8 |
Investment Objective
The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 31, 2007 |
| Benchmark | CNX 500 |
| Asset Size (Rs cr) | 142.17 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.3.00 (Dec-20-2007) View Dividend History |
| Bonus | N.A. |
| Fund Manager | S. Krishnakumar View performance of schemes managed by the Fund Manager |
| Notes | Sundaram Equity Multiplier Fund a close-ended Scheme has been converted into open-ended Scheme w.e.f. February 10, 2010. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| 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 | 2.0 | 4.7 | 20.9 | 12.4 | 12.3 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 2.2 | 4.7 | 18.4 | 11.8 | 12.7 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | 0.2 | 4.7 | 18.5 | 8.9 | 13.8 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | 0.8 | 4.4 | 28.9 | 19.3 | 10.6 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 3.0 | 0.8 | 20.1 | 7.7 | 8.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Karur Vysya | Banking/Finance | 7.62 | 6.00 |
| DCB | Banking/Finance | 6.72 | 5.29 |
| Mahindra Satyam | Technology | 6.61 | 5.20 |
| Polaris Tech | Technology | 6.57 | 5.17 |
| AdityaBirlaNuvo | Manufacturing | 6.43 | 5.06 |
| CESC | Utilities | 5.96 | 4.69 |
| PNB | Banking/Finance | 5.38 | 4.23 |
| Wyeth | Pharmaceuticals | 4.74 | 3.73 |
| IndraprasthaGas | Oil & Gas | 4.50 | 3.54 |
| Shasun Pharma | Pharmaceuticals | 4.44 | 3.49 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 23.32 | 29.35 | 23.32 |
| Technology | 11.77 | 12.34 | 2.27 |
| Pharmaceuticals | 8.44 | 21.52 | 8.44 |
| Oil & Gas | 7.10 | 14.50 | 2.65 |
| Chemicals | 5.92 | 6.30 | 1.27 |
| Engineering | 5.83 | 7.72 | 2.26 |
| Equity | 82.17 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 17.83 |
| Holdings | (%) |
|---|---|
| Top 5 | 26.72 |
| Top 10 | 46.40 |
| Sector | (%) |
|---|---|
| Top 3 | 43.53 |
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
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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