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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
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| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 11.2 | - | - | - | 11.2 |
| 2011 | -13.0 | 3.1 | -5.6 | -7.7 | -20.5 |
| 2010 | 0.1 | 5.3 | 13.5 | -13.1 | 7.4 |
| 2009 | -12.5 | 64.0 | 35.3 | -0.2 | 111.8 |
| 2008 | -38.5 | -13.4 | -9.4 | -25.4 | -65.5 |
* 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 | -- | -- | -- | -- | -- | -- | -- |
| Category avg | -4.4 | -0.2 | -8.9 | 12.5 | 4.0 | 2.5 | 6.4 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 0.3 | 8.0 | -1.3 | 27.1 | 14.5 | 14.4 | 17.8 |
| Worst of category | -9.2 | -8.8 | -22.8 | -7.4 | -7.0 | -10.4 | -4.4 |
| Benchmark returns # | -5.6 | -3.4 | -21.8 | -7.4 | -14.1 | -13.3 | -5.3 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
Investment Objective
The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that can be termed as "smallcaps".
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 24, 2006 |
| Benchmark | S&P BSE SMALLCAP |
| Asset Size (Rs cr) | 144.24 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.1.00 (Nov-19-2010) View Dividend History |
| Bonus | N.A. |
| Fund Manager | S Krishnakumar View performance of schemes managed by the Fund Manager |
| Notes | Sundaram Select Smallcap, a 5-year close ended fund matured on February 22, 2012. |
| Entry Load | N.A |
|---|---|
| Exit Load | 3.00% |
| Load Comments | Exit Load 3% if exit within 12 months, 2.5% if exit within 12 - 24 months, 2% if exit within 24 - 36 months, 1% if exit within 36 - 48 months and 0.5% if exit within 48 - 60 months |
| 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 (%) | |||
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.6 | -5.0 | 13.5 | 7.8 | 13.7 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 1.9 | -6.3 | 17.4 | 4.7 | 10.4 |
| Birla SL Dividend Yield (G) | Rank 3 |
1,333.07 | -2.8 | -9.4 | 4.7 | 2.9 | 13.5 |
| Birla Sun Life Midcap Fund -A (G) | Rank 4 |
1,176.05 | 0.9 | -6.3 | 14.9 | 1.2 | 7.8 |
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,158.90 | -2.0 | -13.8 | 9.1 | 1.6 | 10.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 55.89 |
| Others | 0.00 |
| Debt | 27.72 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 16.39 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Select Small Cap Fund declares maiden dividend
Sundaram Select Small Cap Fund has announced a dividend, for which the record date is on November 19 ...
Nov 15, 2010 at 14:40 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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