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Sundaram Select Midcap - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
32.521 0.5 (1.57%)

NAV as on 27 Feb, 2015

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 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.

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Benchmark Index:
 
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Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth 0.4 70
3 mth 3.9 46
6 mth 9.0 51
1 year 15.0 49
2 year 8.7 46
3 year 9.6 29
5 year 8.2 22

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 34.6 7.8 8.2 -
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

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 0.4 3.9 9.0 15.0 8.7 9.6 8.2
Category avg -0.4 7.6 22.4 73.1 32.0 22.5 12.7
Difference of Fund returns and Category returns 0.8 -3.7 -13.4 -58.1 -23.3 -12.9 -4.5
Best of category 3.8 18.0 38.7 139.4 61.0 41.8 27.6
Worst of category -3.3 -4.6 0.6 50.3 28.3 15.6 10.3
Benchmark returns # 0.3 6.3 15.9 66.3 29.4 21.0 10.6
Difference of Fund returns and Benchmark returns 0.1 -2.4 -6.9 -51.3 -20.7 -11.4 -2.4
Sundaram Select Midcap - Regular Plan (D) Review by Crisil - Rating: 2 (Rank 4 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) 2,473.95 (Dec-31-2014)
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 Opport.- Direct (G) Not Ranked
550.48 5.1 20.1 75.7 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 4.8 19.6 74.4 31.7 24.1
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 8.9 19.7 87.2 -- --
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 8.6 19.2 85.7 34.3 22.8
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 10.4 22.8 69.2 30.5 22.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
FAG Bearings Engineering 190.85 6.63
SRF Manufacturing 164.23 5.71
WABCO India Automotive 136.06 4.73
Bajaj Finance Banking/Finance 109.36 3.80
Mahindra CIE Manufacturing 97.71 3.40
IGL Oil & Gas 88.27 3.07
Sundaram-Clayto Automotive 86.07 2.99
Karur Vysya Banking/Finance 84.76 2.95
HSIL Cement 82.96 2.88
UPL Chemicals 80.30 2.79

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.08 33.32 16.27
Engineering 17.97 33.00 9.15
Manufacturing 13.02 22.48 8.01
Automotive 10.45 23.22 10.06
Cement 9.02 17.44 6.60
Chemicals 6.28 12.20 4.90

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 98.40
Others 0.22
Debt 0.00
Mutual Funds N.A
Money Market 2.32
Cash / Call -0.93

View All

Concentration

Holdings (%)
Top 5 24.27
Top 10 38.95
Sector (%)
Top 3 50.07

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