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Sundaram Rising Star


Key Portfolio Attributes

Mr. Madanagopal Ramu

Inception Date: Nov 2009

Number of Stocks: 20

Fund Manager Name: Mr. Madanagopal Ramu

Fund Manager Qualification:

Qualified cost accountant and Management Degree from BIM Trichy TN.

Fund Manager Experience:

Joined Sundaram from Centrum Broking in 2010 as a Research Analyst. He became Head of Research in 2015 and started actively managing funds from January 2016.

Investment Objective

To seek long term capital appreciation by investing in companies that can be termed as small caps.

Investment Philosophy

Long only, buy and hold strategy., Bottom-up approach to stock selection

Growth available at reasonable price (GARP)




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio9.3%13.2%10.9%16.3%39.4%25.0%8.9%18.8%15.3%
S&P BSE Smallcap5.9%8.6%7.5%6.4%41.4%31.7%12.4%16.2%10.9%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
NAVIN FLUORINE INTERNATIONAL LTD 10.31
CITY UNION BANK LTD 9.07
WESTLIFE DEVELOPMENT LTD 7.23
HOME FIRST FINANCE COMPANY LIMITED 6.94
SAFARI INDUSTRIES LTD 6.00
Top 5 Equity Holdings 39.55

Sector Allocation


Holding %
Capital Goods 8.20
Chemicals 9.60
Financial Services 15.00
Consumer Services 17.80
Consumer Durables 23.90

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 9.0
Small Cap 80.0
Cash 11.0


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 Jun 22.




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