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Sundaram Alternates’ PACE Portfolio

KEY PORTFOLIO ATTRIBUTES #

Year of Inception 01-10-2011
Number of Stocks 15
Alpha (1Y) -6.61%
Beta (1Y) 0.78

About SUNDARAM Alternate Assets

Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), that caters to investment needs of high net-worth individuals (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Finance Limited, a leading non-banking finance company in India. Sundaram Portfolio Managers (SPM) and Sundaram Alternative Investment Funds (AIFs) are the divisions under the SA umbrella. Built on a foundation of trust, Sundaram Alternates tailors solutions to help you meet your long-term wealth creation goals.

Key People

Mr. Madanagopal Ramu
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

• Strong Track Record

• Low Churn

• Time Tested Stock Selection

• Reach Across Country

• Transparency

• Strict Adherence to Risk Guidelines

• Shared Research Capabilities

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 Voyager0.58%7.78%11.11%20.44%14.59%12.46%18.60%17.42%19.47%
BSE 500 TRI0.83%5.19%17.75%34.70%23.28%18.07%18.04%15.21%15.48%

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

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 48.30
Mid Cap 22.20
Small Cap 25.80
Cash 3.

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 May 2024. 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 24.


Do Not Simply Invest, Make Informed Decisions

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