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Sundaram PACE Portfolio


Key Attributes

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
Portfolio-2.1%-3.0%-6.6%23.0%26.4%17.3%17.2%22.5%21.3%
Nifty 500-0.7%-0.9%-2.0%19.6%15.2%12.5%11.9%13.5%13.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI BANK LTD 9.63
AU SMALL FINANCE BANK LTD 8.94
ASIAN PAINTS LTD 6.97
SRF LTD 5.52
HOME FIRST FINANCE COMPANY LIMITED 5.49
Top 5 Equity Holdings 36.55

Sector Allocation


Holding %
Fertilisers & Pesticides 7.10
Industrial Manufacturing 9.30
Consumer Goods 10.20
Information Technology 16.70
Financial Services 31.50

Market Cap Allocation


Allocations %
Large Cap 46.0
Mid Cap 24.0
Small Cap 17.0
Cash 13.0

Disclaimer

#Returns as of 30 Apr 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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