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Sundaram Select Midcap - Regular Plan (D) SET SMS ALERT

20.324
0.2 (1.02%)
NAV as on Apr-17-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 10.5 16
3 mth 14.6 43
6 mth 26.8 54
1 year 29.8 54
2 year 16.4 24
3 year 10.0 28
5 year 24.7 20

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 - - - -
2013 -10.5 -0.2 -3.4 10.7 -2.0
2012 17.6 -3.5 15.1 3.5 38.2
2011 -11.3 3.9 -8.3 -10.8 -24.4
2010 -10.5 4.5 16.1 -11.2 -1.5
2009 -13.1 56.9 17.7 -0.2 66.7

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 10.5 14.6 26.8 29.8 16.4 10.0 24.7
Category avg 8.3 13.5 27.7 30.1 8.6 5.3 10.5
Difference of Fund returns and Category returns 2.2 1.1 -0.9 -0.3 7.8 4.7 14.2
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 6.9 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 9.3 12.4 24.4 17.3 8.3 0.7 16.0
Difference of Fund returns and Benchmark returns 1.2 2.2 2.4 12.5 8.1 9.3 8.7
Sundaram Select Midcap - Regular Plan (D) Review by Crisil - Rating: 3 (Rank 3 out of 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 Dividend
Launch date Jul 31, 2002
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 1,637.67 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-21-2014) 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 (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
HDFC MidCap Opportunities (G) Rank 2
2,729.78 15.7 31.9 34.2 14.5 28.4
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 17.7 27.9 31.1 13.0 28.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Ipca Labs Pharmaceuticals - 10.60
FAG Bearings Engineering - 5.84
Amara Raja Batt Automotive - 5.25
Bosch Automotive - 4.62
Tech Mahindra Technology - 4.17
Bajaj Finance Banking/Finance - 3.61
WABCO India Automotive - 3.12
Jyothy Labs Cons NonDurable - 2.95
IGL Oil & Gas - 2.88
Coromandel Int Chemicals - 2.50

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 15.81 20.91 17.40
Automotive 13.91 14.04 11.39
Pharmaceuticals 11.61 11.17 8.86
Engineering 8.34 8.15 7.03
Technology 7.35 9.48 6.26
Chemicals 6.43 6.93 5.37

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 99.74
Others 0.00
Debt 0.22
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.06

View All

Concentration

Holdings (%)
Top 5 30.48
Top 10 45.54
Sector (%)
Top 3 41.33

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