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SUNDARAM Emerging Leadership Fund (SELF)

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About company

Sundaram Financing was founded in 1954 when its founder, Sri T. S. Santhanam, saw the promise of hire-purchase finance in India. The firm was founded with a paid-up capital of Rs. 2 lakhs and was promoted by Madras Motor & General Insurance Company, which was one of India’s largest insurance companies at the time until being nationalized in 1971. The firm began with the sole goal of funding the acquisition of commercial vehicles and has since evolved to become one of India’s most reputable financial services organizations. It has over 640 branches across the country, with more than two lakh depositors and three lakh commercial vehicle and auto credit clients. Sundaram Finance Limited now has a diverse presence in Mutual Funds, Housing Finance, General Insurance, Information Technology, and Business Process Outsourcing. Outsourcing and retail distribution of a wide range of financial services and products are both available. The company’s Diamond Jubilee was celebrated in August 2014, after the centennial of its founder’s birth in November 2012.

Fund Snapshot

Year of Inception 2018
Number of Stocks Upto 15
Investment Horizon Long Term
Fund Managers MadanaGopal Ramu

KEY FEATURES

  • Invest in Sundaram’s mid-and small-cap strengths; a well-diversified yet focused portfolio with a favorable cap curve positioning.
  • A portfolio with a diverse range of businesses.
  • Companies with a market capitalization of fewer than 500 billion rupees.

Portfolio “EASE”

Emerging leaders – promoters/management who are clean and of excellent quality.

Asset-light enterprises with a high return on investment (ROI) are favored.

Scalable firms: mid-cap to large-cap, and small-cap to mid-cap firms in transition.

Operational cash conversion is excellent.

Look for stocks that are in the early phases of their business cycles and have the potential to become tomorrow’s major caps.

Themes for India in 2025

  1. The discretionary purchasing power of the customer
  2. Banking and Finance
  3. Indian-made products
  4. Digitalization on a Worldwide Scale

About Fund Manager

MadanaGopal Ramu

 

MadanaGopal Ramu, the fund manager of Sundaram Emerging Leadership Fund, is a certified cost accountant with a bachelor’s degree in management and 15 years of experience.

Unique Feature

To invest in mid-cap companies in order to achieve long-term capital appreciation.

Investment Philosophy

Sundaram Emerging Leaders Fund – concentrates on mid and small-cap firms that outperform the market.

  1. Asset-light companies with a strong return on investment
  2. Pending cash-to-cash transfer from operations
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Sundaram Emerging Leadership Fund (S.E.L.F.)

AMC Name: Sundaram Alternate Assets Limited Inc Date: 29-Jun-10
mid cap
(PMS)
644 Strategy 6.7 9.9 5.8 1.7 34.0 28.0 15.2 20.2 18.2
Nifty Midcap Index 6.2 11.3 11.5 10.8 37.4 26.2 11.5 16.1 11.7

Sundaram Voyager Portfolio

AMC Name: Sundaram Alternate Assets Limited Inc Date: 11-Oct-11
multi cap
(PMS)
269 Strategy 5.8 7.9 3.4 -0.3 30.8 28.3 16.3 21.9 20.7
NSE Nifty 500 Index 4.5 8.5 7.1 5.3 27.9 19.5 12 14 13.2

Sundaram Rising star Portfolio

AMC Name: Sundaram Alternate Assets Limited Inc Date: 25-Nov-09
small cap
(PMS)
82 Strategy 9.30 13.20 10.90 16.30 39.40 25.00 8.90 18.80 15.30
BSE Smallcap 5.90 8.60 7.50 6.40 41.40 31.70 12.40 16.20 10.90

Sundaram India Secular Opportunities Portfolio (SISOP)

AMC Name: Sundaram Alternate Assets Limited Inc Date: 22-Feb-10
multi cap
(PMS)
975 Strategy 5.2 7.8 3.5 -1.2 28.3 23.3 14.4 16.3 18.2
NSE Nifty 500 Index 4.5 8.5 7.1 5.3 27.9 19.5 12 14 11.1

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.