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Sundaram India Secular Opportunities Portfolio (SISOP)


Key Attributes

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
Portfolio-0.6%-0.6%-5.6%22.7%39.7%21.6%14.2%16.1%18.7%
Nify 500-0.7%-0.9%-2.0%19.6%35.9%15.2%12.5%13.5%11.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
AU SMALL FINANCE BANK LTD 11.00
ICICI BANK LTD 10.20
MINDTREE LTD 9.31
INFOSYS LIMITED 9.21
ASTRAL LIMITED 7.32
Top 5 Equity Holdings 47.04

Sector Allocation


Holding %
Financial Services 29.90
Information Technology 17.00
Consumer Goods 10.40
Industrial Manufacturing 7.90
Chemicals 5.20

Market Cap Allocation


Allocations %
Large Cap 59.0
Mid Cap 28.0
Small Cap 4.0
Cash 10.0

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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