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Sundaram Rising Star


Key Attributes

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
Portfolio-0.7%-1.9%2.0%33.7%50.1%18.0%8.6%18.9%15.2%
S&P BSE Smallcap1.4%-2.1%2.2%32.0%60.6%25.1%13.2%15.5%11.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
NAVIN FLUORINE INTERNATIONAL LTD 9.30
GREENPANEL INDUSTRIES LTD 7.34
CITY UNION BANK LTD 7.05
HOME FIRST FINANCE COMPANY LIMITED 6.25
INDIGO PAINTS LTD 5.90
Top 5 Equity Holdings 35.84

Sector Allocation


Holding %
Consumer Services 9.60
Chemicals 11.10
Financial Services 11.50
Consumer Goods 16.60
Industrial Manufacturing 18.40

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 10.0
Small Cap 59.0
Cash 31.0

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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