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Sundaram Select Midcap - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
306.301 1.64 (0.53%)

NAV as on 19 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 19 Nov, 2014)

Period Returns (%) Rank #
1 mth 11.6 23
3 mth 15.6 38
6 mth 36.4 48
1 year 86.7 40
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.2 34.8 8.0 - -
2013 -11.4 -0.2 -3.3 17.4 3.0

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 11.6 15.6 36.4 86.7 -- -- --
Category avg 9.3 14.0 33.3 66.7 14.7 12.9 6.9
Difference of Fund returns and Category returns 2.3 1.6 3.1 20.0 -- -- --
Best of category 16.5 22.7 62.7 119.7 49.4 42.5 26.1
Worst of category 4.8 8.8 17.7 43.3 24.1 20.8 10.3
Benchmark returns # 8.8 10.0 23.9 63.6 24.8 22.1 9.6
Difference of Fund returns and Benchmark returns 2.8 5.6 12.5 23.1 -- -- --
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

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

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 60.94 (Sep-30-2014)
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 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 (%)
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 14.1 34.1 88.0 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 13.9 33.6 86.8 34.6 24.3
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 9.4 29.9 84.3 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 9.2 29.4 82.9 36.3 23.1
IDFC Premier Equity - Direct (G) Not Ranked
398.22 12.7 32.1 69.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 99.60
Others 0.46
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.03

View All

Sector (%)
Top 3 N.A.

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