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
