SUNDARAM India Secular Opportunities Portfolio (SISOP)

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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 2010
Number of Stocks Upto 15
Investment Horizon -NA-
Fund Managers MadanaGopal Ramu
CHANGES TO THE PORTFOLIO 

Gland Pharma was a recent addition to the portfolio, providing a one-of-a-kind chance to play the CRAMS market thanks to its diverse array of licensed drugs.In the injectable manufacturing industry, there are just a few businesses that offer CDMO services. It has a good cash conversion rate and can consider non-organic growth options. Other development potential on the horizon include biologics, China entrance, and row market expansion, giving it a clear multi-year growth story with difficult-to-replicate capabilities.

KEY FEATURES 

Concentrated Portfolio – Around 15 stocks.

Invests across market caps – “Multi Cap” (skewed towards large-cap).

Long term orientation towards portfolio building i.e. >3 years.

Invest in business with secular growth opportunities

About Fund Manager

Mr. Madanagopal Ramu (Fund Manager and Head – Equity )


MadanaGopal Ramu, the fund manager of Sundaram India Secular Opportunities Portfolio, is a certified cost accountant with a bachelor’s degree in management and 15 years of experience.

Investment Philosophy

  • Quality Company, Management, and Financials are the three Qs of stock selection for Sundaram India Secular Opportunities Portfolio. 
  • Tactical and Complex Asset Allocation is the cornerstone of the strategy. This is similar to the India Super 50 Portfolio, but with the inclusion of several asset classes such as fixed income, oil, and gold.
  • This maintains a high return profile while also lowering volatility.

Unique Feature

Investing across industries and asset classes to generate stable returns

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Sundaram India Secular Opportunities Portfolio (SISOP)

AMC Name: Sundaram Alternate Assets Limited Inc Date: 22-Feb-10
Multi Cap
(PMS)
1111 Strategy -2.5 -3.3 7.1 4.4 -0.7 17.5 16.1 15.3 16.8
S&P BSE 500 -2.9 -1.4 10.9 9.6 6.7 22 15.4 14.7 12.4

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

AMC Name: Sundaram Alternate Assets Limited Inc Date: 29-Jun-10
Mid Cap
(PMS)
757 Strategy -2 -2.6 12.1 5.7 -0.5 20.4 17.6 18.3 16.7
S&P BSE 500 -2.9 -1.4 10.9 9.6 6.7 22 15.4 14.7 11.9

Sundaram Voyager Portfolio

AMC Name: Sundaram Alternate Assets Limited Inc Date: 11-Oct-11
Multi Cap
(PMS)
292 Strategy -2.7 -3.3 9.3 3.6 -2 18.9 17.9 19.7 18.7
S&P BSE 500 -2.9 -1.4 10.9 9.6 6.7 22 15.4 14.7 14.1

Sundaram Rising Stars Portfolio

AMC Name: Sundaram Alternate Assets Limited Inc Date: 25-Nov-09
Small Cap
(PMS)
88 Strategy -1.2 -1.7 13.3 6.3 7.7 26 15.1 16.9 14.5
S&P BSE 500 -2.9 -1.4 10.9 9.6 6.7 22 15.4 14.7 12

Sundaram Alternative Opportunities Series - ACORN

AMC Name: Sundaram Alternate Assets Limited Inc Date: 12/Feb/2020
long only
(AIF)
NA Strategy 3.4 10.0 22.4 9.1 6.8 23.7 NA NA 19.3
BSE 500 3.7 15.9 29.9 24.3 17.3 32.9 0.00 0.00 24.7

Sundaram Alternative Opportunities Series - Atlas

AMC Name: Sundaram Alternate Assets Limited Inc Date: 18/May/2022
long only
(AIF)
NA Strategy 1.10 5.30 18.60 7.50 NA NA NA NA 13.90
BSE 500 -0.80 7.30 16.60 10.40 NA NA NA NA 16.40

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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.