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Sundaram Fixed Income Rated Short Term Strategy (F.I.R.S.T.)
SISOP is a concentrated multi cap portfolio of around 15 stocks. Designed for investors seeking returns through investments in a portfolio of companies with sustainable competitive advantages and reasonable valuations.
CAGR (Since Inception)
Investment Horizon
3 years
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Sundaram Rising Stars
Rising Stars is a diversified portfolio of around 20 stocks, focused on investing in smallcap stocks with an average market cap of around INR 5,000 crores. Designed for long-term investors seeking returns through investments predominantly in small-cap stocks and are comfortable with short-term volatility.
CAGR (Since Inception)
15.1%
Investment Horizon
>5 Years
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Sundaram Voyager
Voyager is a diversified multi-cap portfolio of around 15 to 25 stocks. Designed for long-term investors seeking returns through investments in a mix of good structural companies and cyclical opportunities.
CAGR (Since Inception)
19.4%
Investment Horizon
>3 Years
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Sundaram Emerging Leadership Fund (S.E.L.F.)
S.E.L.F. is a differentiated yet concentrated portfolio, constructed predominantly with mid and small cap stocks. Invests in companies in early stages of their business cycle and can emerge as tomorrow’s large caps. Designed for long-term investors seeking returns through investments predominantly in small and midcap stocks, comfortable with short-term volatility.
CAGR (Since Inception)
17.7%
Investment Horizon
>3 Years
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Sundaram India Secular Opportunities Portfolio (SISOP)
SISOP is a concentrated multi cap portfolio of around 15 stocks. Designed for investors seeking returns through investments in a portfolio of companies with sustainable competitive advantages and reasonable valuations.
CAGR (Since Inception)
17.2%
Investment Horizon
>3 Years
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