SUNDARAM Acorn Close Ended Category III

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About Company

Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), which specializes in high-net-worth individuals’ investing needs (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Lending Limited, India’s largest non-banking finance firm. Under the Sundaram umbrella, there are two divisions: Sundaram Portfolio Managers (SPM) and Sundaram Alternative Investment Funds (AIFs). Sundaram Alternates tailors solutions to assist you to achieve your long-term wealth-building goals, based on a foundation of trust. Our fund management team has over three decades of experience in the real estate and stock markets, and our strategies are based on cutting-edge industry standards, robust operational models, data-backed research, and transparency to give your money the edge it requires. Invest with the help of Join us and take the next step forward.

Fund Snapshot

Year of Inception 2020
Number of Stocks 20
Investment Horizon Long Term
Fund Managers NA

Unique Feature

The following are some of SUNDARAM Acorn Close-Ended Category III’s most exceptional characteristics:

A Cat III AIF lasted four years and had a small departure window.

Invests in 15 stocks with high conviction in the expanding consumer and consumer discretionary industries.

Sound companies with measurable earnings and growth. The management is committed to maximizing shareholder value—strong financials, including strong return ratios and effective capital allocation.

Businesses that stand to gain from an increase in the population’s “consumption expenditure.”

Urban Premium Lifestyle: Radical increase in the category of Elite, Affluent, and Aspirers HHs.

The housing and electricity sectors spark demand for construction supplies and electrical items.

Growing rural consumption: Farmers’ incomes have doubled.

Possibility to benefit from Sundaram’s research, which frequently identifies a number of highly promising investments.

Sundaram Acorn Close Ended Category III AIF holds that “a little acorn grows into a big oak tree,” as its name implies.

Acorn Sundaram near terminated AIF is a four-year, closed-end fund with a small withdrawal window. Sound financials are one of the main components of its investing strategy. Sound management and ease of doing business are further criteria.

The Sundaram Acorn AIF investing team thinks small and mid companies have a chance to outperform large caps.

Investment Philosophy and Process

Invest in companies with strong management that are growing.

maintaining investment during the business’s development phase

Aim to build money over the long term.

Mid & Small Cap AIF strategy

long distance calls

Closed-off construction

Capitalize on the growth possibilities in the mid-and small-cap market. Mid- and small-cap stock liquidity restrictions can be addressed more effectively. Systematic exit aids liquidation planning.

Capital is needed to support investments made over time.

About Fund Manager

Harsha Viji

Mr. Harsha Viji is the Deputy Managing Director of Sundaram Finance Limited at the moment. He was formerly the Managing Director of Sundaram Asset Management Company and the Executive Director (Strategy & Planning) of Sundaram Finance. Mr. Harsha is a director on the boards of a number of businesses. Mr. Harsha has a total of 21 (twenty-one) years of experience in various roles with Pricewaterhouse Coopers, Mckinsey & Company, and Sundaram Finance Limited.Mr. Harsha is a Commerce graduate, a Chartered Accountant, and a Master of Business Administration graduate of the University of Michigan’s Ross School of Business.

Innovative Strategies

A diversified Fund of Funds having exposure to equities and non-equity linked asset classes, Sundaram Multi Asset Fund (SMAF) seeks to provide consistent, positive yearly returns over the medium and long term.

The goal is to pay out between 3% and 5% in dividends each year.

The Fund is permitted to invest up to 60% in non-equities and up to 60% in stocks.

With the choice to invest in Indian stocks, the equity component of the AUM will be invested through appropriate funds into international equities.

A Life Settlements Fund will receive the non-equity component of the SMAF’s investment. As of the last of March 2022, the Fund’s actual asset allocation was 51.3% in the Life Settlements Fund and 44.4% in a Global Equity Fund.

As of the last of June 2022, the Fund has cumulatively returned -0.6%* from its launch in December 2020.

Based on the actual performance of the component funds and after a 2% TER, the simulated annualized return from the end of July 2015 to the end of December 2020 comes out to 10.2% in USD.

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.