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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
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
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.2 | 13 |
| 3 mth | 0.8 | 12 |
| 6 mth | -3.7 | 32 |
| 1 year | 17.1 | 19 |
| 2 year | 5.0 | 28 |
| 3 year | 7.5 | 21 |
| 5 year | 9.1 | 13 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -10.5 | - | - | - | - |
| 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 |
| 2008 | -34.2 | -12.8 | -4.8 | -22.2 | -58.9 |
* 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 | 2.2 | 0.8 | -3.7 | 17.1 | 5.0 | 7.5 | 9.1 |
| Category avg | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | 1.0 | 1.8 | -1.3 | 2.1 | -0.2 | 1.8 | 3.6 |
| Best of category | 5.7 | 4.0 | 4.5 | 28.3 | 19.7 | 19.0 | 16.2 |
| Worst of category | -6.0 | -8.8 | -13.8 | -1.1 | -6.2 | -6.5 | -6.2 |
| Benchmark returns # | 1.1 | -2.2 | -4.1 | 8.7 | -2.1 | -1.5 | -1.1 |
| Difference of Fund returns and Benchmark returns | 1.1 | 3.0 | 0.4 | 8.4 | 7.1 | 9.0 | 10.2 |
Investment Objective
To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as 'mid-caps'.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jul 31, 2002 |
| Benchmark | S&P BSE MIDCAP |
| Asset Size (Rs cr) | 1,930.19 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.2.00 (Nov-12-2010) 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 (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | 0.3 | -0.1 | 18.6 | 12.6 | 12.6 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.3 | 0.6 | 15.1 | 11.7 | 13.0 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.1 | 1.1 | 15.0 | 8.7 | 14.3 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -0.2 | -0.3 | 26.2 | 19.0 | 11.4 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.8 | -3.7 | 17.1 | 7.5 | 9.1 |
| * 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 | 21.46 | 16.76 |
| Automotive | 11.39 | 12.26 | 10.18 |
| Pharmaceuticals | 8.86 | 9.55 | 6.44 |
| Engineering | 8.08 | 10.56 | 7.97 |
| Cement | 7.91 | 9.32 | 1.91 |
| Oil & Gas | 7.31 | 7.52 | 5.90 |
| 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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