Sundaram Opportunities Portfolio- Financial Services

    Investing in companies across the financial services sector

    Key Attributes

    Inception Date: Nov 2016

    Number of Stocks: 20

    Fund Manager Name: Mr. Madanagopal Ramu

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

    Fund Manager Experience: Joined Sundaram from Centrum Broking in 2010 as a Research Analyst. He became Head of Research in 2015 and started actively managing funds from January 2016.

    Investment Objective

    To seek long term capital appreciation by investing predominantly in equity / equity related instruments of companies across the financial services sector.

    Investment Philosophy

    Long only, buy and hold strategy Bottom-up approach to stock selection

    Growth available at reasonable price (GARP)

    Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

    Do Not Simply Invest, Make Informed Decisions

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