Fund Manager
S. KrishnaKumar
NAV as on Jun 18, 2013
(Regular Plan)
Growth:  159.91
Dividend:  18.09

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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.

Sundaram Select Midcap Portfolio as on May 31, 2013
Security Weight(%)
1 IPCA Labs 9.39
2 FAG Bearings 4.88
3 Bosch Limited 4.56
4 Amara Raja 4.49
5 Indraprastha Gas 4.18
6 Bajaj Finance 4.11
7 Karur Vysya Bank 3.53
8 Satyam Computers 3.25
9 Jyothy Laboratories 3.20
10 Wabco TVS 2.71
11 IndusInd Bank 2.49
12 Dish TV 2.47
13 Bajaj FinServ 2.30
14 United Phosphorous 2.24
15 Coromandel Fertilizers 2.19
16 Madras Cements 2.17
17 E.I.D Parry 2.09
18 Punjab National Bank 2.03
19 Raymond 2.00
20 India Cements 1.88
21 M & M Financial 1.83
22 SRF 1.71
23 Indian Bank 1.60
24 United Spirits 1.60
25 Apollo Hospitals Enterprises 1.52
26 Petronet LNG 1.52
27 KPIT Systems 1.45
28 Development Credit Bank 1.36
29 Hindustan Sanitaryware 1.36
30 Tata Global Beverages 1.34
31 Cummins India 1.28
32 Prestige Estates Projects 1.20
33 Trent 1.15
34 Hexaware Tech 1.09
35 Rallis India 0.96
36 Shopper's Stop 0.95
37 Bata India 0.94
38 H C C 0.90
39 Glenmark Pharma 0.83
40 Mahindra Holiday 0.80
41 Honeywell 0.74
42 Bank of India 0.73
43 Polaris Financial Technology 0.72
44 Sundaram Clayton 0.67
45 Alstom Power 0.60
46 KEC International 0.59
47 Cholamandalam Investment & Finance Company 0.55
48 Hathway Cable & Datacom 0.44
49 IVRCL Infra 0.42
50 PVR 0.37
51 Madhucon Projects 0.35
52 Siemens India 0.32
53 Sun TV 0.23
54 Aditya Birla Nuvo 0.22
55 Pidilite Industries 0.08
Equity 98.56
Derivatives 0.02
Fixed Income 0.21
Cash 1.25
Average AUM (Rs. In Crore) 1831.55
Number of stocks 55.00

Top

Max's Chart

Sector Profile

Financial Services
20.50
Consumer Goods
12.60
Automobile
12.40
Pharma
10.20
Industrial Manufacturing
7.80
IT
6.50
Energy
6.30
Others
22.20
Cash/ Fixed Income/ Derivatives
1.30
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Fund Facts
Inception July 2002
Average AUM  1831.55 Crore
BenchmarkS&P BSE Mid-Cap Index
Plans
 Regular
 Direct
Options
Growth
Dividend
 Payout
 Reinvest
Minimum Investment   5,000
SIP / STP
Quarterly-  750
Monthly-  250
Weekly-  1,000
Minimum Additional Purchase   500
Exit Load (both plans) 1% if redeemend < 12 months
Nil if redeemend > 12 months
Entry Load Nil
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