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

27.076
0.06 (0.22%)
NAV as on Aug-28-2014
NAV as on Aug-28-2014

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 (for quarter ended Mar 2014) rank unchanged from last quarter. 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 Aug-28-2014)

Period Returns (%) Rank #
1 mth 0.3 44
3 mth 1.5 64
6 mth 5.6 40
1 year 9.4 55
2 year 6.9 28
3 year 7.8 31
5 year 6.7 21

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 34.6 - - -
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 0.3 1.5 5.6 9.4 6.9 7.8 6.7
Category avg 4.5 15.7 44.4 71.7 14.2 9.8 6.7
Difference of Fund returns and Category returns -4.2 -14.2 -38.8 -62.3 -7.3 -2.0 0.0
Best of category 8.3 26.9 77.9 137.6 49.2 34.3 25.4
Worst of category 0.6 5.6 27.6 58.2 21.0 14.3 10.1
Benchmark returns # 1.7 9.9 43.1 78.0 24.5 14.6 9.7
Difference of Fund returns and Benchmark returns -1.4 -8.4 -37.5 -68.6 -17.6 -6.8 -3.0
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) 1,917.35 (Jun-30-2014)
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 (%)
HDFC MidCap Opportunities (G) Rank 3
4,228.85 16.8 45.7 96.3 26.3 24.5
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 17.0 46.2 97.4 -- --
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 17.6 56.4 96.6 31.0 23.2
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 17.8 56.9 98.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 141.47 6.38
SRF Manufacturing 111.99 5.05
Ipca Labs Pharmaceuticals 103.12 4.65
Bosch Automotive 99.66 4.49
WABCO India Automotive 95.17 4.29
Bajaj Finance Banking/Finance 73.45 3.31
UPL Chemicals 72.23 3.26
IGL Oil & Gas 67.10 3.03
Karur Vysya Banking/Finance 65.31 2.94
HSIL Cement 54.61 2.46

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.00 21.27 17.40
Engineering 14.06 14.06 7.03
Automotive 12.85 14.04 11.36
Manufacturing 10.70 10.70 4.33
Cement 9.36 10.04 5.58
Chemicals 4.90 6.94 4.90

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 99.26
Others 0.07
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.65

View All

Concentration

Holdings (%)
Top 5 24.86
Top 10 39.86
Sector (%)
Top 3 45.91

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