Sundaram India Secular Opportunities Portfolio (SISOP)

Objective

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

Target Investors

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

CAGR (Since Inception)

17.9%

Inception

February 2010

Investment Horizon

> 3 years

Benchmark

S&P BSE 500 TRI

Fund Details

  • Concentrated multi cap portfolio with around 15 stocks
  • Invests in businesses with secular growth opportunities
  • Orientation in portfolio building i.e. > 3 years

Compounding Stories

  • Companies with growth opportunity > 15%
  • Ability to generate > 15% ROIC
  • 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

Performance Chart

Direct On-boarding of clients: The client has an option for direct on-boarding without intermediation of persons engaged in distribution services. In this mode, client will be charged management fees and portfolio operating expenses. No other charges will be levied.

Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. All views / opinions are general guidance and does not constitute a professional advice. Past performance of the portfolio manager does not indicate its future performance. Performance related information provided herein is not verified by SEBI. For detailed risk factors, please refer to the PMS disclosure document.

Performance and data is as Dec 31, 2022. Returns are on time weighted rate of return basis. All returns are in percentage. Performance disclosure is at aggregate portfolio level and the portfolio information (i.e. market cap, sector allocations, etc.) is at model client’s level.

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Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.