| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -1.82% | 1.07 | 17.41% | 65.25% |
Sundaram Alternates’ PACE Portfolio
Key People
Mr. Madanagopal Ramu
Fund Manager
Investment Objective
The objective of Sundaram Alternates’ PACE Portfolio is to seek long term capital growth by investing in a diversified portfolio of companies.
Investment Philosophy
Sundaram Alternates’ PACE Portfolio 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.
Sundaram Alternates’ PACE PMS is a portfolio with a maximum of 25 stocks that invests across cap curves targeting companies with sustainable competitive advantages and reasonable valuation.
Investment Strategy
Sundaram Alternates’ PACE Portfolio follows the 3Q Quality Approach to Stock Selection:
Quality of Business
▪ Scalability: How big is the opportunity?
▪ Self Sustaining business models: 3Q Financial framework
▪Strong differentiating factors in business: What is the key competitive advantage to sustain the growth over long term?, and is it cost competitive, a superior brand leading to higher pricing power or pure execution?
Quality of Financials
▪ Ability to double earnings in 4-5 years
▪ Growth = Reinvested Cash x RoIC
▪ Biz. with min RoIC of 15%
▪ Higher cash generation to lead to higher reinvestment
▪ Debt to Equity should be <0.5x as low debt helps businesses navigate tough times
Quality of Management
▪ Past execution track record
▪ Vision of management
▪ Focus on high sustainable growth
▪ Past record of identifying and investing in profitable opportunities
▪ Good corporate governance track record
▪ Visionary
▪ Problem solving
Sundaram Alternates' Niche
Awards & Achievements - Across Sundaram Alternates’ PMSs & AIFs
• In 2023, Sundaram Alternates’ High Yield Secured Debt Fund – II won the Investors Choice Award for the Best CAT II AIF in the Private Credit Space. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
• In 2021, Sundaram Alternates’ Emerging Leadership Fund (SELF) Portfolio was awarded Rank #2 as the Best PMS in the Mid & Small Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates Voyager | 1.35% | 5.66% | 20.41% | 6.80% | 3.17% | 22.25% | 15.95% | 22.26% | 19.48% |
| BSE 500 TRI | -0.61% | 7.73% | 17.34% | 11.34% | 9.15% | 23.33% | 12.56% | 16.44% | 14.37% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates Voyager | Multi Cap | Madanagopal Ramu | 01 October 2011 | 11Y 11M | 299 | BSE 500 TRI | 19.48% | 15 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 3.17% | -3.87% | 65.25% | -0.70% | 1.04 | 17.41% | 0.99 | 8.11% | 0.66 | 58.16 % |
| Nifty 500 | 1.79% | -3.61% | -1.82% | 1.07 | 7.36% | 0.67 | 55.32 % | |||
| Nifty Midcap 100 | -8.95% | -5.31% | -14.26% | 0.98 | 5.09% | 0.44 | 51.77 % | |||
| Nifty Smallcap 100 | -4.20% | -3.22% | -7.42% | 0.90 | 9.51% | 0.63 | 55.32 % | |||
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 | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 50.00 |
| Mid Cap | 22.00 |
| Small Cap | 19.00 |
| Cash | 9.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 23.
