8.7232
11.3682
1
Suitability:
When you invest for seven years or above, you can expect gains that comfortably beat the inflation rate and are also higher than fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. Therefore, you can expect higher returns in the long-term, but more severe ups and downs along the way.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid cap fund, if you need to redeem your investment in less than seven years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 6.36 | 1.23 | 1.07 | 7.52 | 10.92 | 20.52 | 24.31 | -- | -- | -- | -- |
| S&P BSE 150 MidCap TRI | 6.09 | 1.19 | 0.98 | 7.75 | 12.22 | 16.35 | 10.52 | -- | -- | -- | -- |
| Equity: Mid Cap | 5.90 | 1.22 | 1.02 | 7.20 | 10.31 | 20.06 | 22.41 | -- | -- | -- | -- |
| Rank within category | 1 | 4 | 2 | 1 | 1 | 1 | 2 | -- | -- | -- | -- |
| Number of funds in category | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 3 | 0 | 0 | 0 |
As on 23-Jan-2020
| Best (Period) | Worst (Period) | |
|---|---|---|
| Week | 8.69 (19-Sep-2019 - 26-Sep-2019) | -6.56 (01-Oct-2018 - 09-Oct-2018) |
| Month | 10.82 (23-Aug-2019 - 23-Sep-2019) | -16.01 (07-Sep-2018 - 09-Oct-2018) |
| Quarter | 16.51 (05-Aug-2019 - 04-Nov-2019) | -14.13 (27-Jul-2018 - 26-Oct-2018) |
| Year | 21.32 (17-Jan-2019 - 17-Jan-2020) | -17.47 (25-Jan-2018 - 28-Jan-2019) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | -- | -- | -- | -- | -- | -- |
| S&P BSE 150 MidCap TRI* | 11.26 | 17.24 | 0.43 | -- | -- | -- |
| Equity: Mid Cap* | 11.74 | 15.07 | 0.40 | 0.59 | 0.84 | 1.38 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 31-Dec-2019
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| Number of Stocks | 48 |
| Top 10 Stocks (%) | 34.79 |
| Top 5 Stocks (%) | 19.05 |
| Top 3 Sectors (%) | 56.21 |
| Portfolio P/B Ratio | 3.88 |
| Portfolio P/E Ratio | 31.06 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 26,093 | 23,608 |
| Giant (%) | 11.57 | 11.73 |
| Large (%) | 12.34 | 11.85 |
| Mid (%) | 71.88 | 75.24 |
| Small (%) | 4.21 | 5.09 |
| Tiny (%) | -- | -- |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2019
— Dwijendra Srivastava since 05-Jun-2017
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Funds Managed:
— S Krishnakumar since 05-Jun-2017
Education: Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience: Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
Interviews:
Funds Managed:
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To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be equity/equity-related instruments of companies that can be termed as small-caps.
| Tenure (Days) | 1460 |
| Maturity date | 23-Jun-2021 |
| Fund House: | Sundaram Mutual Fund |
| Launch Date: | 23-Jun-2017 |
| Return Since Launch: | 5.08% |
| Benchmark: | S&P BSE Small Cap TRI |
| Riskometer: | Moderately High |
| Type: | Closed-end |
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Phone: 1860-425-7237
Email: [email protected]
Website: www.sundarammutual.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034
Phone: 040-23312454
Email: [email protected]
Website: www.karvymfs.com
Saturday, 25-Jan-2020
12:30 PM - 01:00 PM