Sundaram India Secular Opportunities Portfolio (SISOP)

OBJECTIVE
Objective

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

TARGET INVESTORS
Target Investors

Designed for investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.

BENCHMARK
Benchmark

NSE Nifty 500 Index

KEY FEATURES
Portfolio
Portfolio

Concentrated with a maximum of 15 stocks

Across market cap
Across market cap

Multi Cap

Businesses
Businesses

Invest in business with secular growth opportunities.

Long trem
Long trem

Orientation in portfolio building i.e. >3 years

Compounding Stories
Concentrated

Companies with growth opportunity > 15%

Across sector

Ability to generate > 15%

Across market cap

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

Long trem

Favourable cash flows from business and option to reinvest for growth

Sundaram Emerging Leadership Fund (S.E.L.F.)

OBJECTIVE
Objective

To seek long-term capital appreciation with investments in mid and small cap companies.

TARGET INVESTORS
Target Investors

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

BENCHMARK
Benchmark

NIFTY Midcap Index

KEY FEATURES
Portfolio
Portfolio

Maximum of ~25 stocks and multi-sector portfolio

Stock selection
Stock Selection

Stocks with market cap less than Rs. 500 billion

Research
Research

Leverage Sundaram’s mid & small cap research strength

Long trem
Strong Financials

Asset light, high ROCE, and excellent cash conversion from operations.

Long trem
Scalable

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

Themes – India 2025
Themes – India 2025
  • Consumer discretionary
  • Financials
  • Specialty chemicals
  • Healthcare