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Sundaram Emerging Leadership Fund (SELF)


Key Portfolio Attributes

Mr. Madanagopal Ramu

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
Portfolio6.7%9.9%5.8%1.7%34.0%28.0%15.2%20.2%18.2%
NSE Mid Cap6.2%11.3%11.5%10.8%37.4%26.2%11.5%16.1%11.7%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
AU SMALL FINANCE BANK LTD 8.07
BERGER PAINTS I LTD 7.46
NAVIN FLUORINE INTERNATIONAL LTD 6.42
SRF LTD 5.95
BAJAJ FINSERV LTD 5.94
Top 5 Equity Holdings 33.84

Sector Allocation


Holding %
Consumer Services 8.00
Healthcare 8.20
Consumer Durables 10.20
Chemcials 20.90
Financial Services 25.10

Market Cap Allocation


Allocations %
Large Cap 34.0
Mid Cap 33.0
Small Cap 26.0
Cash 7.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of Sundaram Alternates PMS

What to expect from Sundaram Emerging Leading Fund (S.E.L.F) PMS?

• 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.

Significant exposure to mid and small caps resulting in a higher risk-reward. The portfolio has outperformed the benchmark ~99% of the times on a 5Y rolling basis. The performance of the portfolio in the down markets is sufficiently captured by the down capture of 67.0. Over the last 12 years, Sundaram Alternates’ S.E.L.F. has remained resilient across multiple market cycles by sticking to our core investment thesis.

Who should invest in Sundaram Emerging Leading Fund (S.E.L.F) PMS?

Suitable for investors with an investment horizon > 3 years.

Investors seeking returns through investments predominantly in small and midcap stocks and are comfortable with short-term volatility. The portfolio has a higher risk reward due to the inherent nature of the investments. Investors should remain invested for longer time periods and avoid short-term noise to reap the benefits from the portfolio.

Which is the best company through which an investor can invest in Sundaram Emerging Leadership Fund (SELF)?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Aug 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 Jun 22.




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Do Not Simply Invest, Make Informed Decisions