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

    Do Not Simply Invest, Make Informed Decisions

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