SUNDARAM PACE Portfolio

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SUNDARAM PACE Portfolio

Fund Snapshot

Year of Inception 2013
Number of Stocks Upto 30
Investment Horizon Long Term
Fund Managers MadanaGopal Ramu

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.

About Fund Managers

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

Unique Feature

Investing in a diversified portfolio for long-term

Investment Philosophy

  • When it comes to portfolio management, PACE uses a Central and a Satellite approach. The Speed strategy is for investors who want to balance value and development in their portfolio.
  • Targets businesses with long-term competitive advantages and fair valuations by investing in 25–35 stocks across cap curves.

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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.