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Sundaram India Secular Opportunities Portfolio (SISOP)


Key Portfolio Attributes

Mr. Madanagopal Ramu

Inception Date: Feb 2010

Number of Stocks: Upto 15

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 generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Investment Philosophy

3 Q approach to Stock selection (Quality Business, Management & Financials




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio5.2%7.8%3.5%-1.2%28.3%23.3%14.4%16.3%18.2%
Nify 5004.5%8.5%7.1%5.3%27.9%19.5%12.0%14.0%11.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI BANK LTD 9.09
ASIAN PAINTS LTD 8.65
AU SMALL FINANCE BANK LTD 8.31
TITAN INDUSTRIES LIMITED 8.23
ASTRAL LIMITED 7.61
Top 5 Equity Holdings 41.89

Sector Allocation


Holding %
Construction Materials 4.80
Capital goods 6.80
Chemicals 12.80
Consumer Durables 18.10
Financial Services 33.30

Market Cap Allocation


Allocations %
Large Cap 55.0
Mid Cap 32.0
Small Cap 9.0
Cash 4.0


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 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.

Which is the best company through which an investor can invest in Sundaram India Secular Opportunities Portfolio (SISOP)?

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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