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Sundaram Opportunities Portfolio- Financial Services


Key Attributes

Mr. Madanagopal Ramu

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)



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions