Sundaram India Secular Opportunities Portfolio (SISOP)

Investment Objective: To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Target Audience: Designed for investors seeking returns through investments in a concentrated portfolio of companies with sustainable competitive advantages and reasonable valuations.

Fund Details and Performance
Compounding Stories
Regulatory Document

Fund Overview

CAGR (Since Inception)

18.44%
Inception

Feb, 2010
Investment Horizon

>3 Years
Benchmark

S&P BSE 500 TRI

Peer performance is available under the following link of Association of Portfolio Managers in India (APMI).
Data as on 30^th Apr 2026

Fund Details

Invests in businesses with secular growth opportunities
Orientation in portfolio building i.e. > 3 years

Factsheet

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

Investor Grievance Policy

Disclosure Document

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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