Fund Manager
S. KrishnaKumar
NAV as on Jul 22, 2014
(Regular Plan)
Growth:  261.58
Dividend:  26.52

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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 June 30, 2014)
Sl. No Instruments % Net assets
1 IPCA Labs 6.16
2 FAG Bearings 5.92
3 SRF 4.97
4 Bosch 4.44
5 Wabco 4.12
6 United Phosphorus 3.29
7 Bajaj Finance 2.99
8 Indraprastha Gas 2.83
9 Karur Vysya Bank 2.77
10 India Cements 2.67
11 H C C 2.62
12 Hindustan Sanitaryware 2.55
13 Coromandel Fertilizers 2.28
14 Arvind Mills 2.24
15 E.I.D Parry 2.22
16 Indian Bank 2.21
17 Development Credit Bank 2.05
18 Mahindra CIE Automotive 1.87
19 Madras Cements 1.84
20 Federal Bank 1.80
21 Honeywell 1.80
22 Yes Bank 1.76
23 KPIT Systems 1.67
24 Sundaram Clayton 1.63
25 B E M L 1.62
26 Bajaj FinServ 1.54
27 Cummins India 1.53
28 Jyothy Laboratories 1.50
29 Tata Communications 1.42
30 Voltas 1.40
31 Punjab National Bank 1.31
32 Prestige Estates Projects 1.29
33 Raymond 1.25
34 Ashok Leyland 1.17
35 Trent 1.12
36 Gujarat Pipavav Port 1.07
37 India Hotels Company 1.07
38 KEC International 1.06
39 Edelweiss Financial Services 1.05
40 Rallis India 1.05
41 Bata India 1.02
42 Thermax 1.00
43 LIC Housing 0.97
44 ING Vysya Bank 0.95
45 Usha Martin 0.92
46 Cholamandalam Investment & Finance Co 0.88
47 Oriental Bank of Commerce 0.88
48 Shopper's Stop 0.67
49 NIIT 0.59
50 Mahindra Ugine Steel 0.59
51 MindTree Consulting 0.46
52 Timken India 0.43
53 Prism Cement 0.36
54 Persistent Systems 0.33
55 Can Fin Homes 0.11
Equity 99.31
Derivatives 0.00
Fixed Income 0.00
Cash 0.69
Average AUM for the month of June 2014 2161.40
No of Stocks 55

Top

Max's Chart

Sector Profile

Financial Services
21.28
Industrial Manufacturing
14.17
Automobile
11.35
Consumer Goods
9.09
Textiles
8.46
Fertilisers & Pesticides
6.62
Pharma
6.16
Others
22.18
Cash
0.69



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Fund Facts
Inception July 2002
Average AUM  2161.40 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