Sundaram Select Midcap

Sundaram Select Midcap

Issue details
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Opening date	June 24, 2002	Issue price	Rs.10/-
Closing date	July 19, 2002
		Minimum investment	Rs.5,000/- and in multiples of Rs.500/-
Entry load	Nil during the initial offer, thereafter 2%
		Type	Open-ended equity fund
Exit load	Nil	.	.

Nature of the Scheme:The fund seeks to achieve capital appreciation by investing in midcap stocks.

Highlights

This scheme offers dividend option and growth option.

The scheme offers the unit holders an option to switch all or part of their investment in the scheme to any other scheme of Sundaram Mutual Fund.

The scheme offers systematic investment plan wherein the unitholder can invest a fixed amount every month for the additional purchase of units.

The scheme offers SWP wherein the unitholders can withdraw a specified sum of money everymonth.

The entire initial issue expenses of the respective Plans will be borne by the AMC.

Investment Strategy

Under normal circumstances, the fund will be invested in equities, equity-related instruments, equity futures and options and money market instruments.

Performance of the other funds in the fund house

Name	3 months	6 months	1 year	3 years	inception
Sundaran Growth fund	1.04%	15.21%	14.95%	6.15%	11.48%
Sundaram Bond Saver	1.54%	4.76%	12.92%	13.30%	13.54%
Sundaram Balanced	2.37%	12.12%	13.73%	N/A	1.34%

Risk Perception

Sundaram Select Midcap is one of the first innovative products in the mutual fund industry, launched by Sundaram MF. The existing funds of Sundaram MF have set an exemplary performance in terms of returns and diversification . From the history of equity markets it is observed that midcap companies have outperformed the largecap ones. Therefore, investors looking for good returns with reasonable risk, this fund would be the best bet.