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Sundaram Alternates Rising Star PMS

KEY PORTFOLIO ATTRIBUTES #

Year of Inception Nov - 2009
Number of Stocks -
Alpha (1Y) -36.14%
Beta (1Y) 0.67

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 investment objective of Sundaram Alternates Rising Star PMS is to seek long term capital appreciation by investing in companies that can be termed as small caps.

Investment Strategy

Sundaram Alternates Rising Star PMS 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

Investment Philosophy

Sundaram Alternates Rising Star PMS follows a Long only, buy and hold strategy, with a Bottom-up approach to stock selection.

Sundaram Alternates Rising Star PMS believes in Growth available at reasonable price (GARP).

Awards & Achievements

• 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 Rising Stars-4.40%-4.50%1.10%24%7.40%18.60%13.20%13.70%14.20%
BSE 500 TRI0.90%4.50%17.40%40.20%17.80%19.30%17.40%15.90%13.10%

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

Sector Allocation


Holding %
Consumer Durables 21.30
Consumer Services 17.20
Financial Services 15.50
Chemicals 12.30
Healthcare 8.30

Market Cap Allocation


Allocations %
Large Cap 0.00
Mid Cap 9.00
Small Cap 84.00
Cash 7.00

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 Mar 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 Dec 23.


Do Not Simply Invest, Make Informed Decisions

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