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Sundaram Select Midcap - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
29.465 0.06 (0.19%)

NAV as on 23 Jan, 2015

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 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 7.0 67
3 mth 17.3 41
6 mth 27.9 55
1 year 91.5 46
2 year 40.9 42
3 year 35.2 28
5 year 20.2 20

# Moneycontrol Rank within 126 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.0 34.8 8.0 8.0 -
2013 -11.8 -0.1 -3.3 10.3 -3.6
2012 17.8 -3.4 15.3 3.6 39.0
2011 -11.2 4.0 -8.2 -11.1 -24.3
2010 - 4.7 8.0 -11.6 2.6

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 7.0 17.3 27.9 91.5 40.9 35.2 20.2
Category avg 6.9 15.4 25.0 70.1 28.3 24.5 12.5
Difference of Fund returns and Category returns 0.1 1.9 2.9 21.4 12.6 10.7 7.7
Best of category 11.8 28.6 43.0 140.6 58.1 45.9 27.1
Worst of category 4.5 2.3 3.6 51.2 25.0 19.7 10.6
Benchmark returns # 6.3 10.6 14.9 62.9 23.4 23.5 9.8
Difference of Fund returns and Benchmark returns 0.7 6.7 13.0 28.6 17.5 11.7 10.4
# 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 Dividend
Launch date May 20, 2009
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 0.43 (Dec-31-2014)
Minimum Investment Rs.10000000
Last Dividend Rs.1.00 (Oct-10-2014) 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
7,671.50 16.0 28.1 85.2 36.4 24.7
ICICI Pru Value Discovery Fund (G) Rank 3
6,934.14 13.8 23.1 88.5 37.2 22.1
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 4
5,934.25 14.9 23.8 68.8 32.1 21.4
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 17.1 27.4 90.2 34.8 19.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 0.03 6.58
SRF Manufacturing 0.02 5.56
WABCO India Automotive 0.02 4.33
Mahindra CIE Manufacturing 0.02 3.49
Bajaj Finance Banking/Finance 0.01 3.47
Ipca Labs Pharmaceuticals 0.01 3.20
IGL Oil & Gas 0.01 3.17
Karur Vysya Banking/Finance 0.01 2.85
UPL Chemicals 0.01 2.78
Timken Engineering 0.01 2.76

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Engineering 17.87 33.00 9.15
Banking/Finance 17.39 33.32 16.27
Manufacturing 12.82 22.48 8.01
Automotive 10.06 23.22 10.06
Cement 8.17 17.44 6.60
Chemicals 5.91 12.20 4.90

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 97.21
Others 0.00
Debt 0.24
Mutual Funds 1.65
Money Market 1.02
Cash / Call -0.09

View All

Concentration

Holdings (%)
Top 5 23.43
Top 10 38.19
Sector (%)
Top 3 48.08

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