Sundaram Mid Cap Fund - Institutional Plan (G)

521.562
5.17 (0.98%)
Fund Family    Sundaram Mutual Fund
Fund Class     Small & Mid Cap
NAV as on Jun-19-2018

Scheme Profile - Sundaram Mid Cap Fund - Institutional Plan (G)

Fund Type Open-Ended
Investment Plan Growth
Asset Size (Rs cr) 6,550.6 Apr-30-2018
Minimum Investment 5000
Last Dividend N.A.
Bonus 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.
Features Sundaram Select Mid Cap has been renamed as Sundaram Mid Cap Fund w.e.f. May 04, 2018
Fund Family : Sundaram Mutual Fund
Fund Manager : S Krishnakumar
Benchmark : BSE-Midcap Index
Launch Date :
Regd. Office
Address
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
Performance
Returns (as on Jun 19, 18)
Period Returns (%) Rank #
1 mth -2.7 59
3 mth 0.3 51
6 mth -6.6 54
1 year 4.9 67
2 year 18.7 45
3 year 15.2 35
5 year 25.9 32
# Moneycontrol Rank within 147 Small & Mid Cap Schemes
* Returns over 1 year are Annualised
Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018
-8.9
-
-
-
-
2017
13.6
4.5
2.8
13.2
40.7
2016
-6.5
12.5
10.2
-7.1
11.3
2015
6.0
0.4
-1.0
3.4
11.8
2014
8.0
34.8
8.0
12.4
75.6
2013
-10.4
-0.6
-3.3
17.4
3.6
NAV Chart
52-week High 52-week Low
579.21 (Jan 15, 18) 480.35 (Jun 27, 17)
Asset Monitor (Rs in cr)
Portfolio Analysis
Sundaram Mid Cap Fund - Institutional Plan (G) (as on Apr 30, 2018)
EquitySectorValueAsset
Ramco CementsCement282.364.31
Sundaram-ClaytoAutomotive219.053.34
TrentReal Estate181.062.76
Quess CorpEngineering178.452.72
Mahindra CIEManufacturing164.912.52
Honeywell AutomTelecom164.902.52
SRFManufacturing161.492.47
Schaeffler IndEngineering155.682.38
ArvindManufacturing154.292.36
CholamandalamBanking/Finance151.912.32
Asset Allocation (%)
Equity 97.12
Others 0.98
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.88
Concentration
Holdings%
Top 515.65
Top 1027.70
Sector %
Top 3 36.90
Sector%1-Year
HighLow
Banking/Finance15.2816.0916.09
Engineering12.0612.1812.18
Automotive9.568.358.35
Manufacturing9.498.948.94
Cement7.687.407.40
Miscellaneous4.974.854.85