Sundaram Alternates | Sundaram Voyager

Sundaram Voyager

Investment Objective: To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Target Audience: Designed for long-term investors seeking returns through investments in a mix of good structural companies and cyclical opportunities.

Fund Details and Performance
Wealth Multiplier Themes
Regulatory Documents
FAQ’s

Fund Overview

CAGR (Since Inception)

19.4%
Inception

Oct, 2011
Investment Horizon

>3 Years
Benchmark

S&P BSE 500 TRI

Fund Details

Flexible cap curve allocation
Two Buckets of Stocks
1. Structural Stories
  Invests in high growth >20% quality businesses with healthy financials, dedicated / visionary managements with solid track records and scalable revenue / profitability models
2. Cyclical & turnaround opportunities
  Invests in rare opportunities with clear exit strategies and excellent risk to reward balance taking into account a sufficient safety margin

Wealth Multiplier Themes

Financial Inclusiveness

Financial Inclusiveness Growth in Digitization, big data, and large capital availability along with increase in household debt to GDP. Consumers shift from unorganized to organized lenders to drive multifold growth in lending segments like affordable housing, MSME, vehicle finance and unsecured loans.
Consumption Czars

Growing per capita income, multiplying affluent households, and a large Gen Z population to drive multi-decadal growth in organized retail and discretionary spending. Premiumization to benefit auto, dine out, travel, entertainment, health, education and consumer electronics etc.
Phygital Bluechips

UPI, big data, ONDC, account aggregator initiatives to redefine cost of services. Growth in younger population, affordability, access to cheap data, burgeoning smartphone users to drive online penetration. Traditional firms embracing technology and tech startups with stable unit economics will benefit.
Manufacturing Maestro

Import substitution, PLI scheme, export initiatives, government infra spending to benefit manufacturing. Electronics, chemicals and auto along with railways and defense will see major shifts in spending.

Regulatory Documents

Disclosure Document

Investor Grievance Policy

Direct On-boarding of clients: The client has an option for direct on-boarding without intermediation of persons engaged in distribution services. In this mode, client will be charged management fees and portfolio operating expenses. No other charges will be levied.
Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. All views / opinions are general guidance and does not constitute a professional advice. Past performance of the portfolio manager does not indicate its future performance. Performance related information provided herein is not verified by SEBI. For detailed risk factors, please refer to the PMS disclosure document.