Portfolio Type: Mid & Small Cap Portfolio of companies expected to see huge market cap rise by 2025

Inception Date: 1 June 2010

Number of Stocks: 21

Fund Manager Name: Madanagopal Ramu

Fund Manager Experience: Total Exp – 13 Years
With Sundaram – 8 Years

Fund Manager Qualification: Cost Accountant and has a Management degree from BIM Trichy.

Investment Objective: To seek long term capital appreciation with investments in Mid-Cap companies

Investment Strategy:

EASE Portfolio:

Emerging leaders – clean and high-quality management,   

Asset light & high ROCE businesses,  

Scalable companies: Mid-cap to large cap, small cap to mid-cap transitioning companies,

Excellent cash conversion from operations