Portfolio Type: Concentrated Multi Cap Portfolio.
Inception Date: 2 Feb 2010
Number of Stocks: 12
Fund Manager Name: Madanagopal Ramu
Fund Manager Experience: Total Exp – 13 Years
With Sundaram – 8 Years
Fund Manager Qualification: Cost Accountant and has a Management degree from BIM Trichy.
Investment Objective: To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stock.
Investment Strategy:
1) Concentrated 15 Stocks portfolio of Long term compounding Stories
2) Companies that are maintaining 20% ROCE/ Self-Funded Models Lead by High visionary Leadership/ Across Sectors,
3) Motive is to generate decent returns with high quality companies and maintaining low beta stocks, which shows the low risk portfolio and less volatile as compare to the benchmark and betting on few sectors (Consumer Goods, Financial Services, Media Entertainment, Services and Auto Mobile) in which portfolio is overweight visa vis the benchmark “NIFTY 500”.
