Sundaram PACE Portfolio

    3Q Quality Approach To Stock Selection

    Key Attributes

    Inception Date: Sept 2013

    Number of Stocks: Upto 30

    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

    Suited for the investors who seek long term capital growth by investing in a diversified portfolio of companies

    Investment Philosophy

    PACE follows a CORE and a Satellite approach to portfolio management. PACE strategy is for investors who seek a blended approach between value and growth within a portfolio.

    Invests in 25– 35 stocks across cap curves targeting companies with sustainable competitive advantages and reasonable valuation

    Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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