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 portfolio of around 15 stocks

Across market cap
Multi Cap

-

Businesses
Businesses

Invest in business with secular growth opportunities.

Long term
Long term

Orientation in portfolio building i.e. >3 years

Compounding Stories
Concentrated

Ability to double earnings in 4-5 years

Across sector

Businesses with min. ROIC of 15%

Across market cap

low debt to navigate business tough times

Long trem

Highere cash flows from business and option to reinvest for growth