Strategy Return v/s Benchmark -
(As on 30 Apr 2025)
Scheme Details
• Bet on Sundaram mid & small cap strength but yet differentiated with a concentrated portfolio and attractive cap curve positioning. • Portfolio with a maximum of 25 stocks, Multi-sector portfolio. • Stocks with market cap less than Rs. 500 billion.
NAV
99.68
as on 30 Apr 2025
AUM (in Cr.)
733.5
as on 30 Apr 2025
Category
Equity: Mid Cap
Inception Date
29 Jun 2010
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
Top 5 Allocation
Information not available
Composition
Information not available
Fund Manager
Mr. Madanagopal Ramu is the Fund Manager for PMS and Alternative Investment Funds Category Ill with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.2200 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC . He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.
Fund Manager AMC Name
Sundaram Alternate Assets Ltd
Fund Manager AUM
2099.26 Cr
Total funds being managed by the fund manager
5
Fund Manager started managing (From)
01 Jun 2010
Fund Manager started managing (To)
Till Date.
About 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.
AMC Address
Sundaram Towers, 1st & 2nd Floor, No.46, Whites Road, Royapettah, Chennai - 600 014, India.
AMC SEBI registration number
INP000006271
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Sundaram Alternate - SELF
Return for 1Year
Strategy
3.93%
Benchmark
5.7%
Return for 1Year
Strategy
3.93%
Benchmark
5.7%
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