Sundaram Alternative Opportunities Series – Atlas – CAT III AIF


Key Portfolio Attributes

Category of the Fund: Category III AIF

Fund Structure: Open Ended

Investment Style: Long Only

Fund Manager’s Name: Mr. Madanagopal Ramu

Fund Manager’s Experience: 15 years

Fund Manager’s Qualification: Qualified cost accountant and Management Degree from BIM Trichy TN

Investment Objective

The investment objective of Sundaram Alternative Opportunities Series – Atlas – CAT III AIF will be to carry on the activity of a Category III AIF, as permissible under the Regulations so as to generate absolute total returns by adopting a bottom-up investment process.

Sundaram Alternative Opportunities Series – Atlas – CAT III AIF will invest in small and mid-cap stocks with the objective of seeking long term capital appreciation.

Investment Philosophy

The investment philosophy of Sundaram Alternative Opportunities Series – Atlas – CAT III AIF will be to carry on the activity of a Category III AIF, as permissible under the Regulations so as to generate absolute total returns. The portfolio will be a multi cap portfolio with investments in large, small and mid-cap stocks with the objective of seeking long term capital appreciation.

Sundaram Alternative Opportunities Series – Atlas – CAT III AIF would have a diversified target portfolio of stocks which would typically range between 15 to 25 stocks. The number of investee companies in the portfolio is indicative and would be determined by the Investment Manager based on the opportunities, available funds for investment and market conditions.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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