Sundaram India Secular Opportunities Portfolio (SISOP)

Companies exhibiting high corporate governance standards, led by visionary leadership

Key Attributes

Inception Date: Feb 2010

Number of Stocks: Upto 15

Fund Manager Name: MadanaGopal Ramu

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

Fund Manager Experience: 14 Years

Investment Objective

To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.

Investment Philosophy

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

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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