Sundaram Emerging Leadership Fund (S.E.L.F.)

Objective

To seek long-term capital appreciation with investments in mid and small cap companies.

Target Investors

Ideal for long-term investors seeking returns through investments predominantly in small and midcap stocks and are comfortable with short-term volatility.

CAGR (Since Inception)

17.4%

Inception

June 2010

Investment Horizon

> 3 years

Benchmark

S&P BSE 500 TRI

Fund Details

  • Around 25 stocks and multi-sector portfolio
  • Stocks with market cap less than 500 billion
  • Leverage Sundaram’s mid & small cap research strength
  • Assets light, high ROCE, and excellent cash conversion from operations.
  • Companies with potential to transition from Mid-cap to Large-cap & Small-cap to Mid-cap
  • India 2025 - Themes
    • Capex Maestros
    • Phygital Bluechips
    • Consumption Czars
    • Export Voyagers

Performance Chart

Regulatory Documents

Direct On-boarding of clients: The client has an option for direct on-boarding without intermediation of persons engaged in distribution services. In this mode, client will be charged management fees and portfolio operating expenses. No other charges will be levied.

Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. All views / opinions are general guidance and does not constitute a professional advice. Past performance of the portfolio manager does not indicate its future performance. Performance related information provided herein is not verified by SEBI. For detailed risk factors, please refer to the PMS disclosure document.

Performance and data is as November 30, 2023. Returns are on time weighted rate of return basis. All returns are in percentage. Performance disclosure is at aggregate portfolio level and the portfolio information (i.e., market cap, sector allocations, etc.) is at model client’s level.

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Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.