Sundaram AMC

Sundaram Asset Management Company has over 20 years of experience in fund management and is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Sundaram Asset Management company was jointly promoted by Sundaram Finance Ltd and Stewart Newton Holdings (Mauritius) Ltd in 1996. Investment Strategy in 3 Quality approach to Stock Selection - Quality Business, Quality Management, Financials.

Fund Managers

Mr. Madanagopal Ramu

Fund Manager

Mr. Madanagopal Ramu currently manages an AUM of over Rs.1300 Cr of Sundaram Portfolio Management Services. Madan joined Sundaram Mutual fund in 2010 as a Research Analyst. During his tenure, Madan has made rapid progress in Sundaram AMC. Madan became Head of Research in April 2015 and started managing funds from January 2016. Madan is a qualified Cost Accountant and is also a Master’s of Business Administration. Madan has vast experience being Head of Equity Research for Sundaram AMC Ltd. Madan work as the Joint Fund Manager for Sundaram Infrastructure Advantage Fund, Sundaram Equity Multiplier, Sundaram Value Fund series of close-ended funds and Sundaram Long Term Tax Advantage series of close-ended funds. Value Research ranked 4 stars for Equity Multiplier Fund and Infrastructure Advantage Fund is ranked B2B by CRISIL. Both the above-mentioned funds are quartile - 1 funds based on their last one-year performance.


Strategy

SUNDARAM - MICROCAP PORTFOLIO - SMALL CAP

Sundaram Microcap Strategy Identify stocks in the microcap space that are in early stages of their business cycle and could emerge as tomorrow’s midcaps. Microcap strategy Look’s to identify stocks with market leadership in niche segments with potential to scale up in the next 3 to 5 years. Microcap Strategy is reasonably diversified portfolio of 20-25 stocks.

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SUNDARAM - PACE - MULTI CAP

PACE strategy follows a CORE and a Satellite approach to portfolio management. The Core Portfolio represents asset light business models with established track record, leadership, prudent capital allocation and scalable growth opportunities and the Satellite Portfolio represents select themes with superior growth prospects consisting of High growth stocks in the Mid and Small cap Space

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SUNDARAM - S E L F Portfolio - MID CAP

Sundaram S.E.L.F strategy invests predominantly in midcap stocks and is comfortable with short term volatility. 3Q Quality Approach to Stock Selection-(Quality of Business, Quality of Management, Quality of Financials). Bet on Sundaram’s mid cap strength but yet differentiated with a concentrated portfolio and attractive cap curve positioning.

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SUNDARAM - SISOP - MULTI CAP

SISOP strategy typically invests across cap curves targeting companies with sustainable competitive advantages and reasonable valuations based on SPMS analysis of fair value. 3Q Quality Approach to Stock Selection-(Quality of Business, Quality of Management, Quality of Financials). Strategy Invest across market cap – “Multi Cap” (skewed toward large cap)

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