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Sundaram Alternates Rising Star PMS


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

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 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).

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

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 Rising Stars7.0%0.6%-6.2%0.3%15.8%31.2%6.1%18.0%14.0%
BSE 500 TRI7.3%2.5%0.3%1.1%15.5%37.6%9.5%17.0%10.4%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
SAFARI INDUSTRIES LTD 11.80
NAVIN FLUORINE INTERNATIONAL LTD 11.20
RAINBOW CHILDRENS MEDICARE LIMITED 9.00
CITY UNION BANK LTD 7.70
Sapphire Foods India Limited 7.10
Top 5 Equity Holdings 46.90

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 0.0
Mid Cap 11.0
Small Cap 80.0
Cash 9.

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 30 Apr 2023. 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 23.


Do Not Simply Invest, Make Informed Decisions