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Sundaram PACE Portfolio


Key Portfolio Attributes

Mr. Madanagopal Ramu

Inception Date: March 2009

Number of Stocks: Upto 25

Fund Manager Name: Mr. 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.

Portfolio with a maximum of 25 stocks that invests across cap curves targeting companies with sustainable competitive advantages and reasonable valuation




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio5.8%7.9%3.4%-0.3%30.8%28.3%16.3%21.9%20.7%
Nifty 5004.5%8.5%7.1%5.3%27.9%19.5%12.0%14.0%13.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
AU SMALL FINANCE BANK LTD 8.91
ICICI BANK LTD 8.10
ASIAN PAINTS LTD 7.85
AXIS BANK LTD. 6.25
SRF LTD 5.37
Top 5 Equity Holdings 36.48

Sector Allocation


Holding %
Construction Materials 5.30
Healthcare 6.10
Chemicals 14.90
Consumer Durables 15.40
Financial Services 35.50

Market Cap Allocation


Allocations %
Large Cap 46.0
Mid Cap 27.0
Small Cap 21.0
Cash 6.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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