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Sundaram Select Midcap - Institutional Plan (G) SET SMS ALERT

290.152
1.67 (0.58%)
NAV as on Sep-30-2014
NAV as on Sep-30-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

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

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-30-2014)

Period Returns (%) Rank #
1 mth 3.8 53
3 mth 8.0 77
6 mth 46.2 41
1 year 84.7 53
2 year 30.5 25
3 year 26.7 27
5 year 19.0 18

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.0 34.8 - - -
2013 -10.4 -0.6 -3.3 17.4 3.6
2012 17.8 -3.4 15.3 3.6 39.0
2011 -11.2 5.3 -8.2 -10.7 -23.0
2010 -2.1 4.7 16.3 -1.9 19.2
2009 - 4.6 29.5 -0.2 45.7

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 3.8 8.0 46.2 84.7 30.5 26.7 19.0
Category avg 3.8 9.0 41.4 68.4 12.9 10.9 6.6
Difference of Fund returns and Category returns 0.0 -1.0 4.8 16.3 17.6 15.8 12.4
Best of category 7.3 16.4 76.2 143.7 44.1 36.1 25.1
Worst of category 0.5 -1.8 27.3 55.5 17.3 16.6 9.0
Benchmark returns # 0.9 1.6 34.6 70.0 19.6 15.8 8.5
Difference of Fund returns and Benchmark returns 2.9 6.4 11.6 14.7 10.9 10.9 10.5
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as 'mid-caps'.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 20, 2009
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 0.99 (Jun-30-2014)
Minimum Investment Rs.10000000
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 Opportunities (G) Rank 3
4,228.85 8.9 41.6 89.6 28.8 23.6
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 9.1 42.1 90.8 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 9.4 45.2 87.9 33.3 22.0
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 9.6 45.8 89.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 148.46 6.38
SRF Manufacturing 129.50 5.57
Bosch Automotive 108.27 4.65
Ipca Labs Pharmaceuticals 103.64 4.45
WABCO India Automotive 102.59 4.41
Bajaj Finance Banking/Finance 72.63 3.12
Arvind Manufacturing 70.49 3.03
UPL Chemicals 69.43 2.98
HSIL Cement 68.77 2.96
IGL Oil & Gas 67.95 2.92

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.91 21.27 17.74
Engineering 13.95 14.06 7.31
Automotive 13.16 13.98 11.36
Manufacturing 11.92 10.70 4.71
Cement 10.17 10.04 5.58
Chemicals 4.54 6.94 4.90

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 99.32
Others 0.17
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.50

View All

Concentration

Holdings (%)
Top 5 25.46
Top 10 40.47
Sector (%)
Top 3 45.02

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