- 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
- The discretionary purchasing power of the customer
- Banking and Finance
- Indian-made products
- Digitalization on a Worldwide Scale