Sundaram India Secular Opportunities Portfolio (SISOP)

Companies should exhibit high corporate governance standards, led by visionary leadership

Concentrated
Concentrated

~15 stocks portfolio

Across market cap
Across market cap

Multi Cap (skewed toward large cap)

Across sector
Across sector

Multi Sector

Long trem
Long trem

orientation in portfolio building i.e. >3 years

Compounding Stories

Concentrated

Grow more than 1.5x nominal GDP growth

Across market cap

Potential to generate 20% cash flow/earnings growth across market cycles

Across sector

ROCE: >20%

Long trem

Self funded model

Product Sheet

Sundaram Emerging Leadership Fund

Concentrated
Portfolio

Concentrated 20-25 stocks & Multi sector Portfolio

Across market cap
Stocks

Stocks with less > Rs500bn market cap

Across sector
Research

Leverage Sundaram’s mid-cap research strength

Long trem
Scalable

Companies with potential to transition from Mid to Large cap & Small cap to Mid cap

Long trem
India 2025 - Themes
  • Consumer Discretionary
  • Financial Services
  • Chemicals
  • Cement
Long trem
Investment Philosophy
  • Emerging leaders – focus on Mid / Small cap companies which are growing faster than industry
  • Asset light / High ROCE businesses
  • Excellent Cash conversion from operations
Product Sheet