| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -8.40% | 0.69 | 10.94% | 62.2% |
Sundaram India Secular Opportunities Portfolio (SISOP PMS)
Key People
Mr. Madanagopal Ramu
Fund Manager
Investment Objective
The investment objective of Sundaram India Secular Opportunities Portfolio (SISOP PMS) is to generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.
It is a concentrated portfolio of around 15 stocks, designed for investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.
Strategy Highlights
Sundaram India Secular Opportunities Portfolio (SISOP PMS) Highlights:
• Concentrated portfolio of around 15 stocks
• Invest in select businesses with secular growth opportunities
• Filters based stock selection “3Q” Approach
• Mid and Small cap focus to bring in higher alpha
• 4×4 Wealth Multiplier Themes
• 7.4x wealth creation since inception (2011) [as of Feb 2023]
Investment Philosophy
Sundaram India Secular Opportunities Portfolio (SISOP PMS) attributes to the following themes:
India 2025 – Themes
• Financial inclusiveness
• Phygital Bluechips
• Consumption Czars
• Export Voyagers
Investment Strategy
Sundaram India Secular Opportunities Portfolio (SISOP PMS) looks to invest in secular growth opportunities across market caps with a long term orientation of portfolio building >3 years.
Sundaram India Secular Opportunities Portfolio (SISOP PMS) has the following screeners in place:
• Companies with growth opportunity > 15%
• Ability to generate > 15% ROIC
• Excellent cash flows from business
• Option to reinvest for growth
• Low D/E to sail through crisis situations and gain market share
Sundaram India Secular Opportunities Portfolio (SISOP PMS) follows the 3Q Quality Approach to Stock Selection:
Quality of Business
▪ Scalability: How big is the opportunity?
▪ Self Sustaining business models: 3Q Financial framework
▪Strong differentiating factors in business: What is the key competitive advantage to sustain the growth over long term?, and is it cost competitive, a superior brand leading to higher pricing power or pure execution?
Quality of Financials
▪ Ability to double earnings in 4-5 years
▪ Growth = Reinvested Cash x RoIC
▪ Biz. with min RoIC of 15%
▪ Higher cash generation to lead to higher reinvestment
▪ Debt to Equity should be <0.5x as low debt helps businesses navigate tough times
Quality of Management
▪ Past execution track record
▪ Vision of management
▪ Focus on high sustainable growth
▪ Past record of identifying and investing in profitable opportunities
▪ Good corporate governance track record
▪ Visionary
▪ Problem solving
Sundaram Alternates' Niche
• Strong Track Record
• Low Churn
• Time Tested Stock Selection
• Reach Across Country
• Transparency
• Strict Adherence to Risk Guidelines
• Shared Research Capabilities
Awards & Achievements - Across Sundaram Alternates’ PMSs & AIFs
• In 2023, Sundaram Alternates’ High Yield Secured Debt Fund – II won the Investors Choice Award for the Best CAT II AIF in the Private Credit Space. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
• In 2021, Sundaram Alternates’ Emerging Leadership Fund (SELF) Portfolio was awarded Rank #2 as the Best PMS in the Mid & Small Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates SISOP | -2.54% | -3.29% | 7.12% | 4.37% | -0.69% | 17.53% | 16.10% | 15.30% | 16.85% |
| BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.03% | 15.35% | 14.73% | 12.42% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates SISOP | Multi Cap | Madanagopal Ramu | 01 February 2010 | 13Y 10M | 1111 | BSE 500 TRI | 16.85% | 15 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 5.86% | -12.53% | 62.2% | -6.67% | 0.56 | 10.94% | 0.42 | 6.36% | 0.55 | 50.61 % |
| Nifty 500 | 4.08% | -12.48% | -8.40% | 0.69 | 5.96% | 0.55 | 53.66 % | |||
| Nifty Midcap 100 | -8.70% | -15.26% | -23.96% | 0.74 | 3.48% | 0.28 | 53.66 % | |||
| Nifty Smallcap 100 | -10.58% | -18.38% | -28.96% | 0.49 | 6.88% | 0.42 | 53.05 % | |||
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 | % |
|---|---|
| Financial Serv ices | 38.90 |
| Chemicals | 16.10 |
| Consumer Durables | 10.60 |
| Consumer Services | 9.40 |
| Healthcare | 9.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 52.90 |
| Mid Cap | 20.10 |
| Small Cap | 14.90 |
| Cash | 1 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Sundaram Alternates PMS
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Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.
