Fund Manager
S. KrishnaKumar
NAV as on Oct 21, 2014
(Regular Plan)
Growth:  274.93
Dividend:  26.88

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Home >>Products >>Equity >> Sundaram Select Mid Cap
Sundaram Select Mid Cap

Fund Objective
The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.
Positioning : Pure Mid-Cap
Overview
   Fund dedicated only to mid-cap stocks with an impressive track record of twelve years
   A class-leading fund tracking the mid-cap space with a diversified and growth approach
   Own stocks of companies that exhibit the ability to grow in a sustainable manner
   Generates capital appreciation by taking active sector, stock and cash calls with strict adherence to mid-cap mandate
Asset Allocation
Scheme/Instrument % of the investible funds (indicative) Risk Profile
Equity and equity-related instruments(including investment in derivatives) 75 % to 100% High
Cash, cash equivalents, money market instruments Upto 25% Low
The Scheme may invest up to 35% of the net assets in overseas securities.
Product Labeling
This product is suitable for investors who are seeking*
  long term capital growth.
  Investment in diversified stocks that are generally termed as mid-caps
  High Risk         Brown
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Note: Risk may be represented as:
(BLUE) Investors understand that their principal will be at low Risk(YELLOW) Investors understand that their principal will be at medium Risk(BROWN) Investors understand that their principal will be at high Risk

Sundaram Select Mid Cap
(Portfolio as on September 30, 2014)
Sl. No Instruments % Net assets
1 FAG Bearings 5.99
2 SRF 5.85
3 Wabco India 4.43
4 IPCA Labs 4.36
5 MICO 3.92
6 Indraprastha Gas 3.25
7 Hindustan Sanitaryware 3.14
8 Bajaj Auto Finance 3.10
9 United Phosphorus 3.02
10 Arvind Mills 2.97
11 Karur Vysya Bank 2.92
12 India Cements 2.53
13 Sundaram Clayton 2.49
14 Honeywell Automation 2.27
15 EID Parry 2.26
16 Ashok Leyland 2.01
17 Development Credit Bank 1.93
18 Jyothy Laboratories 1.93
19 Madras Cements 1.89
20 Mahindra Ugine Steel 1.79
21 Mahindra CIE Automotive 1.74
22 Coromandel International 1.72
23 Indian Bank 1.72
24 Bajaj Finserve 1.70
25 Federal Bank 1.58
26 Cummins India 1.46
27 Gujarat Pipavav Port 1.40
28 Hindustan Construction 1.33
29 Voltas 1.28
30 TATA COMMUNICATIONS 1.21
31 Trent 1.17
32 Bharat Earth Movers 1.16
33 Crompton Greaves 1.14
34 Yes Bank 1.14
35 Prestige Estates Projects 1.14
36 Jagran Prakashan 1.05
37 Cholamandalam Investment 1.03
38 TVS Motor 1.02
39 The Phoenix Mills 1.02
40 Bata India 0.98
41 KPIT Systems 0.97
42 Thermax 0.96
43 Indian Hotels 0.93
44 Raymond 0.89
45 Alstom Power 0.88
46 Aban Loyd Chiles 0.86
47 Timken India 0.85
48 KEC International 0.83
49 Edelwiss 0.64
50 NIIT 0.64
51 Prism Cement 0.59
52 MindTree Consulting 0.57
53 Usha Martin 0.52
54 Oriental Bank of Commerce 0.50
55 Persistent Systems 0.39
56 Castrol India 0.35
57 Emaami 0.02
58 Indian Hotels - Rights 0.20
Equity 99.66
Derivatives -0.22
Fixed Income 0.00
Cash 0.57
Average AUM for the month of September 2014 2458.40
No of Stocks 57

Top

Max's Chart

Sector Profile

Industrial Manufacturing
16.46
Financial Services
16.04
Automobile
13.87
Textiles
10.73
Consumer Goods
7.24
Fertilisers & Pesticides
7.01
Cement & Cement Products
5.00
Others
23.07
Derivatives
-0.22
Cash
0.79



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Fund Facts
Inception July 2002
Average AUM  2458.40 Crore
BenchmarkS&P BSE Mid-Cap Index
Plans
 Regular
 Direct
Options
Growth
Dividend
 Payout
 Reinvest
 Sweep
Minimum Investment   5,000
SIP / STP
Quarterly-  750
Monthly-  250
Weekly-  1,000
Minimum Additional Purchase   500
Exit Load (both plans) 1% if redeemed < 12 months
Nil if redeemed > 12 months
Entry Load Nil