Sundaram Fixed Income Rated Short Term Strategy (F.I.R.S.T.)
Sundaram Fixed Income Rated Short Term Strategy (F.I.R.S.T.)

Investment Objective: To provide periodic income distributions, while maintaining a focus on capital preservation allowing investors to participate in a risk-adjusted return portfolio.

Target Audience: ‘Sundaram F.I.R.S.T’ Portfolio is recommended for investors seeking to hold a debt portfolio with low to moderate risk appetite expecting a moderate return over a long-term horizon.

  • Fund Details and Performance
  • Compounding Stories
  • Regulatory Document
Fund Overview

  • CAGR (Since Inception)

    N.A

  • Inception

    May 2024

  • Investment Horizon

    3 Years

  • Bechmark

    CRISIL Composite Bond Fund Index

Fund Details

  • Invests in fixed income rated bonds between AAA and BBB, with reasonable liquidity.

  • The plan emphasizes constructing a well-rated portfolio across various maturities, high-grade credit and well-capitalized issuers, with the goal of optimizing risk-adjusted returns.

  • The fund will invest primarily in listed debt securities. Temporary investments in G-Secs / Liquid funds will be made only to manage liquidity and as a treasury plan.

  • Strategy Type

    1. Conservative
    2. Moderate
    3. Aggressive

Factsheet

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Compounding Stories

  • Companies with growth opportunity

    > 15%

  • Low D/E to sail through crisis situations and gain market share 20% cashflow/earnings growth across market cycles

  • Favourable cash flows from business and option to reinvest for growth

Regulatory Documents
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Disclosure Document

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Investor Grievance Policy

  • 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.

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SEBI Registration Details

  • Registered Name:

    Sundaram Alternate Assets Limited

  • Type of Registration:

    Portfolio Manager

  • Registration No.:

    INP000006271

  • Validity:

    28th Nov 2021– Perpetual

  • SEBI Regional/ Local Office Address:

    Securities and Exchange Board of India Southern Regional Office, Overseas Towers, 7th floor,756–L Anna Salai, Chennai – 600 002.

  • Name:

    Sundaram Alternative Investment Trust

  • SEBI Registration No.:

    IN/AIF3/16-17/0291

  • Category of AIF:

    Category III

  • Name:

    Sundaram Category II Alternative Investment Trust

  • SEBI Registration No.:

    IN/AIF2/17-18/0340

  • Category of AIF:

    Category II

  • Name of the Investment Manager:

    Sundaram Alternate Assets Limited

Corporate Office

  • Call:

    +91 73055 29179

  • Call:

    +91 73057 44425

  • Email:

    support@sundaramalternates.com

  • CIN:

    U65990TN2018PLC120641

  • Address:

    Alamelu Terrace (Citibank Building), 3rd floor, 163, Anna Salai, Chennai 600 002.

  • Mumbai Office :

    Satellite Gazebo, Unit No. 002, B Wing, B D Sawant Marg, Chakala, Andheri-Ghatkopar Link Road, Andheri (East), Mumbai – 400093.

Registered Address

  • Address:

    21, Patullos Road, Chennai - 600 002,India

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