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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.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -2.7 | - |
| 3 mth | 2.0 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -11.4 | - | - | - | - |
* 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 | -2.7 | 2.0 | -- | -- | -- | -- | -- |
| Category avg | -4.4 | -0.2 | -8.9 | 12.5 | 4.0 | 2.5 | 6.4 |
| Difference of Fund returns and Category returns | 1.7 | 2.2 | -- | -- | -- | -- | -- |
| Best of category | 0.3 | 8.0 | -1.3 | 27.1 | 14.5 | 14.4 | 17.8 |
| Worst of category | -9.2 | -8.8 | -22.8 | -7.4 | -7.0 | -10.4 | -4.4 |
| Benchmark returns # | -5.8 | -2.6 | -12.4 | 5.2 | -3.0 | -3.8 | -0.5 |
| Difference of Fund returns and Benchmark returns | 3.1 | 4.6 | -- | -- | -- | -- | -- |
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE MIDCAP |
| Asset Size (Rs cr) | 4.28 (Mar-30-2013) |
| 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 |
| 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 (%) | |||
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.6 | -5.0 | 13.5 | 7.8 | 13.7 |
| Birla SL Dividend Yield (G) | Rank 3 |
1,333.07 | -2.8 | -9.4 | 4.7 | 2.9 | 13.5 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 1.9 | -6.3 | 17.4 | 4.7 | 10.4 |
| Birla Sun Life Midcap Fund -A (G) | Rank 4 |
1,176.05 | 0.9 | -6.3 | 14.9 | 1.2 | 7.8 |
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,158.90 | -2.0 | -13.8 | 9.1 | 1.6 | 10.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Ipca Labs | Pharmaceuticals | 144.33 | 7.90 |
| IndraprasthaGas | Oil & Gas | 84.77 | 4.64 |
| FAG Bearings | Engineering | 84.77 | 4.64 |
| Bosch | Automotive | 79.29 | 4.34 |
| Amara Raja Batt | Automotive | 76.73 | 4.20 |
| Karur Vysya | Banking/Finance | 64.31 | 3.52 |
| Bajaj Finance | Banking/Finance | 60.47 | 3.31 |
| Mahindra Satyam | Technology | 58.28 | 3.19 |
| Jyothy Labs | Cons NonDurable | 49.33 | 2.70 |
| Bajaj Finserv | Banking/Finance | 46.59 | 2.55 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 20.91 | 21.38 | 18.91 |
| Automotive | 11.39 | 12.26 | 11.39 |
| Pharmaceuticals | 8.86 | 9.55 | 8.38 |
| Engineering | 8.08 | 8.41 | 7.97 |
| Cement | 7.91 | 9.32 | 7.88 |
| Oil & Gas | 7.31 | 7.31 | 6.19 |
| Equity | 99.44 |
| Others | 0.00 |
| Debt | 0.20 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.39 |
| Holdings | (%) |
|---|---|
| Top 5 | 25.72 |
| Top 10 | 40.99 |
| Sector | (%) |
|---|---|
| Top 3 | 41.16 |
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