Objective:
To seek long-term capital appreciation with investments predominantly in mid and small cap companies.
SUNDARAM
Emerging Leadership Fund
Monthly Update
Target Investors:
Ideal for long-term investors seeking returns through investments predominantly in small and midcap stocks and are comfortable with short-term volatility.
Investment Horizon:
Above 3 years
Benchmark:
S&P BSE 500 TRI
Inception:
June 2010
Fund Manager:
Mr. Darshan Engineer
S.E.L.F vs S&P BSE 500 TRI (%)
| Period | S.E.L.F | S&P BSE 500 TRI | Excess Returns |
|---|---|---|---|
| 1M | 0.7% | -1.1% | +1.7% |
| 3M | 3.6% | 3.9% | -0.3% |
| 6M | 17.6% | 13.6% | +4.0% |
| 1Y | 12.1% | 16.8% | -4.7% |
| 2Y | 11.4% | 14.4% | -3.0% |
| 3Y | 14.9% | 13.6% | +1.3% |
| 4Y | 11.3% | 11.6% | -0.3% |
| 5Y | 12.4% | 12.7% | -0.3% |
| 10Y | 13.6% | 9.5% | +4.1% |
S.E.L.F vs Nifty Midcap 150 (%)
| Period | S.E.L.F | Nifty Midcap 150 | Excess Returns |
|---|---|---|---|
| 1M | 0.7% | -2.2% | +2.9% |
| 3M | 3.6% | 1.8% | +1.8% |
| 6M | 17.6% | 17.6% | 0.0% |
| 1Y | 12.1% | 18.9% | -6.8% |
| 2Y | 11.4% | 20.5% | -9.1% |
| 3Y | 14.9% | 19.1% | -4.2% |
| 4Y | 11.3% | 17.0% | -5.7% |
| 5Y | 12.4% | 20.7% | -8.3% |
Sector Allocation (%)
Financial Services – 32.5%
Capital Goods – 32.2%
Healthcare – 11.2%
Consumer Durables – 5.8%
Automobile and Auto Components – 5.5%
Cash – 3.1%
Others – 9.6%
WEIGHTED AVERAGE MARKET CAP: ₹52,359 Cr
Market Capitalization (%)
Small Cap – 46%
Mid Cap – 41%
Large Cap – 10%
Cash & Others – 3%
Top Holdings
- HITACHI ENERGY INDIA LIMITED
- CREDITACCESS GRAMEEN LIMITED EQ
- TD POWER SYSTEMS LTD
- KEI INDUSTRIES LIMITED
- COFORGE LIMITED LTD
Key Contributors
| Symbol Name | Unit Cost (INR) | Unit Price (INR) | Gain/Loss (%) |
|---|---|---|---|
| HITACHI ENERGY INDIA LIMITED | 9,907 | 19,110 | 93% |
| TD POWER SYSTEMS LTD | 297 | 502 | 69% |
| COFORGE LIMITED LTD | 1,217 | 1,724 | 42% |
VALUE OF ₹ 1 CRORE INVESTED AT LAUNCH
- Benchmark: INR 6.1 Cr
- Strategy: INR 10.6 Cr
For the full strategy presentation, please contact us.