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Sundaram Emerging Leadership Fund (SELF)


Key Attributes

Inception Date: Jun 2010

Number of Stocks: Upto 25

Fund Manager Name: Mr. Madanagopal Ramu

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

Fund Manager Experience: 14 Years

Investment Objective

To seek long term capital appreciation with investment in mid and small-cap companies

Investment Philosophy

  • Emerging leaders – focus on Mid / Small cap companies which are growing faster than the industry
  • Asset light / High ROCE businesses
  • Excellent Cash conversion from operations



Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-1.1%-2.2%-5.6%24.1%47.1%24.4%15.6%19.9%18.5%
NSE Mid Cap0.6%-1.3%-1.9%23.5%48.8%19.4%10.6%14.9%11.6%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
AU SMALL FINANCE BANK LTD 10.20
MINDTREE LTD 8.62
SRF LTD 6.48
NAVIN FLUORINE INTERNATIONAL LTD 6.23
BERGER PAINTS INDIA LTD 5.99
Top 5 Equity Holdings 37.52

Sector Allocation


Holding %
Financial Services 22.00
Information Technology 16.20
Chemicals 14.10
Consumer Services 7.40
Consumer Goods 7.40

Market Cap Allocation


Allocations %
Large Cap 23.0
Mid Cap 42.0
Small Cap 23.0
Cash 12.0

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.



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