Sundaram Rising Stars
Sundaram Rising Stars

Investment Objective: To seek long term capital appreciation by investing in companies that can be termed as small caps

Target Audience: Ideal for long-term investors seeking returns through investments predominantly in small-cap stocks and are comfortable with short-term volatility.

  • Fund Details and Performance
  • Compounding Stories
  • Regulatory Documents
  • FAQ’s
Fund Overview

  • CAGR (Since Inception)

    15.1%

  • Inception

    Nov, 2009

  • Investment Horizon

    >5 Years

  • Benchmark

    S&P BSE 500 TRI

Fund Details

  • Invests in small cap stocks with an average market cap of around INR 50 billion

  • Built on two cornerstone strategies

    1. Bottom-up approach to stock selection
    2. GARP methodology (Growth at Reasonable Price).

Compounding Stories

  • Companies with growth opportunity

    > 15%

  • Ability to generate

    > 15% ROIC

  • Low D/E to sail through crisis situations and gain market share 20% cash flow/earnings growth across market cycles

  • Favourable cash flows from business and option to reinvest for growth

Regulatory Documents
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Disclosure Document

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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.

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