Objective:
To seek long-term capital appreciation with investing in stocks across the cap curves.
SUNDARAM
Voyager
Monthly Update
Target Investors:
Designed for long-term investors seeking returns through investments in a mix of good structural companies and cyclical opportunities.
Investment Horizon:
Above 3 years
Benchmark:
S&P BSE 500 TRI
Inception:
November 2016
Fund Manager:
Mr. Darshan Engineer
Voyager vs S&P BSE 500 TRI (%)
| Period | Sundaram Voyager | 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 (%)
Healthcare – 8.6%
Automobile and Auto Components – 8.7%
Consumer Durable – 8.1%
Financial Service – 20.5%
Cash – 5.1%
Others – 14.2%
WEIGHTED AVERAGE MARKET CAP: ₹ 89,354 Cr
Market Capitalization (%)
Large Cap – 19%
Mid Cap – 46%
Small Cap – 30%
Cash & Others – 5%
Top Holdings
- GE VERNOVA T&D INDIA LIMITED
- HITACHI ENERGY INDIA LIMITED
- MAHINDRA & MAHINDRA LTD
- CHOLAMANDALAM INVESTMENT & FINANCE CO. LTD.
- CREDITACCESS GRAMEEN LIMITED EQ
Key Contributors
| Symbol Name | Unit Cost (INR) | Unit Price (INR) | Gain/Loss (%) |
|---|---|---|---|
| GE VERNOVA T&D INDIA LIMITED | 1,498 | 2,779 | 86% |
| ASTER DM HEALTHCARE LTD | 376 | 601 | 60% |
| DYNAMIC CABLES LIMITED | 270 | 419 | 55% |
VALUE OF ₹ 1 CRORE INVESTED AT LAUNCH
- Benchmark: INR 3.5 Cr
- Strategy: INR 3.1 Cr
For the full strategy presentation, please contact us.