What to expect from Sundaram India Secular Opportunities PMS (SISOP)?

• Investments backed by strong research with a track record of ~12 years across our key flagship strategies – SISOP, S.E.L.F., Voyager.
• Disciplined stock picking approach using our 3Q filters – Quality of Business, Quality of Management and Quality of Financials.

SISOP is a concentrated 15- stock portfolio that has a resilient track record of over 12 years, especially in down markets. Down capture of 72.0. Invests in companies with secular growth opportunities and hence has a lower risk profile. Over the last 12 years, Sundaram Alternates’ SISOP has remained resilient across multiple market cycles by sticking to our core investment thesis.

Who should invest in Sundaram India Secular Opportunities PMS (SISOP)?

Suitable for investors with an investment horizon > 3 years.
Investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.