ATLAS

Scaling peaks with experience and resilience

An open-ended multi-cap fund with investments in large, mid and small-cap stocks with the objective of seeking long term capital appreciation.

Sundaram Atlas Fund

Why ATLAS?

Atlas offers an opportunity to participate in opportunities in multiple sectors and across cap curve

Diversified Target

Diversified target portfolio
of 15-25 stocks

Leveraging our experience
to play across market cycles

Multicap Flexible Allocation
Multicap- Flexible Allocation*

Large Cap: 40%

Mid Cap: 40%

Small Cap: 20%

Portfolio Opportunities
Portfolio Opportunities

Structural Stories - Provide stability to the portfolio's returns from a long-term perspective

Cyclical & turnaround opportunities - Provide windows to create additional alpha for the investors

4x4 Wealth Multiplier
4x4 Wealth Multiplier

Capex Maestros - Finding opportunities to regularly reinvest in business

Phygital Bluechips - Technology adapters for a stronger business unit

Consumption Czars - Positive wealth effect, household savings rate and rising PCI, all point to robust
consumption growth ahead

Export Voyagers - Export in robust growth mode with IT services, chemicals pharma drugs and
electronics at the forefront

*Indicative allocation. Subject to change based on market conditions.

Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the investments will be achieved. AIF schemes are not guaranteed and assured income schemes. Investments in AIF are subject to various risks viz. market risk, credit risk, investment risk, etc. and subject to various forces and factors for which the AMC has no control. This is for information purposes only and not a complete disclosure of every material fact, and terms and conditions. It does not constitute a prospectus or information memorandum or an offer to buy any securities or other investments. Please read the fund documents carefully before investing.