To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.
Designed for investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.
NSE Nifty 500 Index
Concentrated with a maximum of 15 stocks
Invest in business with secular growth opportunities.
Orientation in portfolio building i.e. >3 years
Companies with growth opportunity > 15%
Ability to generate > 15%
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
To seek long-term capital appreciation with investments in mid and small cap companies.
Ideal for long-term investors seeking returns through investments predominantly in small and midcap stocks and are comfortable with short-term volatility.
NIFTY Midcap Index
Maximum of ~25 stocks and multi-sector portfolio
Stocks with market cap less than Rs. 500 billion
Leverage Sundaram’s mid & small cap research strength
Asset light, high ROCE, and excellent cash conversion from operations.
Companies with potential to transition from Mid-cap to Large-cap & Small-cap to Mid-cap
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