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

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

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

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

Fund Details and Performance
Wealth Multiplier Themes
Regulatory Documents
FAQ’s

Fund Overview

CAGR (Since Inception)

17.7%
Inception

June, 2010
Investment Horizon

>3 Years
Benchmark

S&P BSE 500 TRI

Fund Details

Stocks with market cap less than INR 500 billion
Invests in mid & small cap stocks with potential to turn into large & mid caps respectively
Investee companies: asset light, high ROCE and excellent cash conversion from operations

Wealth Multiplier Themes

Financial Inclusiveness

Growth in Digitization, big data, and large capital availability along with increase in household debt to GDP. Consumers shift from unorganized to organized lenders to drive multifold growth in lending segments like affordable housing, MSME, vehicle finance and unsecured loans.
Consumption Czars

Growing per capita income, multiplying affluent households, and a large Gen Z population to drive multi-decadal growth in organized retail and discretionary spending. Premiumization to benefit auto, dineout, travel, entertainment, health, education and consumer electronics etc.
Phygital Bluechips

UPI, big data, ONDC, account aggregator initiatives to redefine cost of services. Growth in younger population, affordability, access to cheap data, burgeoning smartphone users to drive online penetration. Traditional firms embracing technology and tech startups with stable unit economics will benefit.
Manufacturing Maestro

Import substitution, PLI scheme, export initiatives, government infra spending to benefit manufacturing. Electronics, chemicals and auto along with railways and defense will see major shifts in spending.

Regulatory Documents

Market Update

Market Outlook

Investor Grievance Policy

Disclosure Document

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.