Fund Manager
S. KrishnaKumar
NAV as on Apr 23, 2014
(Regular Plan)
Growth:  202.77
Dividend:  20.56

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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 ten 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
Short term and medium term debt instruments Not exceeding 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 thier principal will be at low Risk(YELLOW) Investors understand that thier principal will be at medium Risk(BROWN) Investors understand that thier principal will be at high Risk

Sundaram Select Mid Cap
(Portfolio as on March 31, 2014)
Sl. No Instruments % Net assets
1 IPCA Labs 8.93
2 FAG Bearings 5.84
3 Bosch 5.00
4 Amara Raja 3.99
5 SRF 3.88
6 Bajaj Finance 3.62
7 Wabco 3.30
8 Indraprastha Gas 3.17
9 Jyothy Laboratories 2.84
10 Karur Vysya Bank 2.77
11 Coromandel Fertilizers 2.55
12 United Phosphorus 2.32
13 Raymond 2.09
14 KPIT Systems 2.04
15 Tech Mahindra 1.95
16 E.I.D Parry 1.95
17 IndusInd Bank 1.90
18 Development Credit Bank 1.88
19 Dish TV 1.86
20 Cummins India 1.80
21 India Cements 1.73
22 Madras Cements 1.73
23 Hindustan Sanitaryware 1.72
24 Bajaj FinServ 1.72
25 United Spirits 1.63
26 Indian Bank 1.57
27 Tata Communications 1.54
28 Punjab National Bank 1.40
29 Bata India 1.25
30 Prestige Estates Projects 1.22
31 H C C 1.22
32 Rallis India 1.19
33 Sundaram Clayton 1.12
34 Trent 1.09
35 Honeywell 1.08
36 Arvind Mills 1.07
37 Federal Bank 1.05
38 Voltas 1.05
39 ING Vysya Bank 1.04
40 Tata Global Beverages 0.95
41 Apollo Hospitals Enterprises 0.94
42 KEC International 0.86
43 Shopper's Stop 0.77
44 Mahindra CIE Automotive 0.65
45 B E M L 0.65
46 Cholamandalam Investment & Finance Co 0.58
47 Ashok Leyland 0.57
48 Usha Martin 0.54
49 Petronet LNG 0.49
50 MindTree Consulting 0.40
51 Hathway Cable & Datacom 0.38
52 Bharat Electronics 0.32
53 Credit Analysis & Research 0.28
54 Oriental Bank of Commerce 0.27
55 Madhucon Projects 0.20
Equity 97.93
Derivatives 0.00
Fixed Income 0.00
Cash 2.07
Average AUM as on (March 31, 2014) 1713.15
No of Stocks 55.00

Top

Max's Chart

Sector Profile

Financial Services
18.10
Automobile
14.00
Consumer Goods
12.20
Industrial Manufacturing
10.30
Pharma
8.90
Textiles
7.00
Fertilisers & Pesticides
6.10
Others
21.30
Cash
2.10



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Fund Facts
Inception July 2002
Average AUM  1713.15 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