Objective:
To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.
Sundaram India Secular Opportunities Portfolio
Monthly Update
Target Investors:
Designed for investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.
Investment Horizon:
Above 3 years
Benchmark:
S&P BSE 500 TRI
Inception:
February 2010
Fund Manager:
Mr. Darshan Engineer
Sundaram India Secular Opportunities Portfolio vs S&P BSE 500 TRI (%)
| Period | Sundaram India Secular Opportunities Portfolio | S&P BSE 500 TRI | Excess Returns |
|---|---|---|---|
| Since Inception | 13.9% | 15.5% | -1.6% |
| 5Y | 21.9% | 20.3% | +1.6% |
| 4Y | 11.6% | 12.5% | -0.9% |
| 3Y | 14.8% | 14.4% | +0.4% |
| 2Y | 19.0% | 16.0% | +3.1% |
| 1Y | 7.5% | 12.2% | -4.7% |
| 6M | 17.2% | 13.6% | +3.5% |
| 3M | -0.4% | 0.5% | -0.9% |
| 1M | -1.6% | -1.7% | +0.2% |
Sector Allocation (%)
Capital Goods – 35.2%
Financial Services – 19%
Automobile and Auto Components – 12.8%
Consumer Services – 8.4%
Information Technology – 7.8%
Cash – 3.5%
Others – 13.3%
WEIGHTED AVERAGE MARKET CAP: ₹1,16,537 Cr
Market Capitalization (%)
Large Cap – 29%
Mid Cap – 42%
Small Cap – 25%
Cash & Others – 3%
Top Holdings
- GE VERNOVA T&D INDIA LIMITED
- MAHINDRA & MAHINDRA LTD
- HITACHI ENERGY INDIA LIMITED
- CHOLAMANDALAM INVESTMENT & FINANCE CO. LTD.
- CREDITACCESS GRAMEEN LIMITED EQ
Key Contributors
| Symbol Name | Unit Cost (INR) | Unit Price (INR) | Gain/Loss (%) |
|---|---|---|---|
| UNO MINDA LIMITED | 716 | 1,279 | 79% |
| GE VERNOVA T&D INDIA LIMITED | 1,653 | 2,779 | 68% |
| ASTER DM HEALTHCARE LTD | 377 | 601 | 59% |
VALUE OF ₹ 1 CRORE INVESTED AT LAUNCH
- Benchmark: INR 6.7 Cr
- Strategy: INR 12.7 Cr
For the full strategy presentation, please contact us.