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Mutual Fund Review: SUNDARAM SELECT MIDCAP

 

Midcap, though rewarding, is a relatively risky category and an investment in this space calls for caution. If you are ready to stay invested for a long period, despite the embedded risk, then you should consider Sundaram Select Midcap as an investment bet


Sundaram Select Midcap has been able to sail through both the bullish and the bearish phases of the market with its strategy of holding on to its core equity portfolio for a fairly long period of time. A focus on valuations and growth, and a well diversified portfolio of about 50 stocks with an investment limit of 5.0-5.5% per stock has helped In 2008, the plan's NAV fell about 58% against a 67% fall in its benchmark index — the BSE Midcap. But, in 2009, the surge of about 115% in its NAV was impressive even as the BSE Midcap rose by about 108% then. Even this year it has managed to restrict the decline in its NAV to about 3% against a 10% fall in the BSE Midcap.

 

 

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