YHD - Delayed Quote INR

Sundaram Sel Mid Cap Instl Gr (111941.BO)

480.90 -5.95 (-1.22%)
At close: June 28 at 6:07 PM EDT
Loading Chart for 111941.BO
DELL
  • Previous Close 486.85
  • YTD Return -2.30%
  • Expense Ratio 1.60%
  • Category Small/Mid-Cap
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 19.02B
  • Beta (5Y Monthly) 1.05
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 50.75%
  • Last Dividend --
  • Inception Date May 20, 2009

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Asset Management Company Ltd

Fund Family

Small/Mid-Cap

Fund Category

19.02B

Net Assets

2009-05-20

Inception Date

Performance Overview: 111941.BO

View More

Trailing returns as of 4/30/2016. Category is Small/Mid-Cap.

YTD Return

111941.BO
2.30%
Category
17.46%
 

1-Year Return

111941.BO
6.53%
Category
34.11%
 

3-Year Return

111941.BO
29.81%
Category
29.83%
 

5-Year Return

111941.BO
18.43%
Category
23.58%
 

Holdings: 111941.BO

View More

Top 10 Holdings (33.03% of Total Assets)

SymbolCompany% Assets
FAGBEARING
FAGBEARING 4.72%
SRF.BO
SRF Limited 4.51%
ASHOKLEY.B
ASHOKLEY.B 3.31%
UPL.BO
UPL Limited 3.28%
WABCOINDIA
WABCOINDIA 3.09%
IGL.BO
Indraprastha Gas Limited 3.04%
BAJFINANCE
BAJFINANCE 2.98%
RAMCOCEM.B
RAMCOCEM.B 2.88%
SUNCLAYLTD
SUNCLAYLTD 2.63%
MAHINDCIE.
MAHINDCIE. 2.59%

Sector Weightings

Sector111941.BO
Industrials   19.75%
Technology   4.68%
Utilities   4.17%
Healthcare   3.57%
Real Estate   0.84%
Energy   0.00%

Recent News: 111941.BO

View More

Research Reports: 111941.BO

View More

Top Mutual Funds