PMS

AMC : Sundaram Alternates

Strategy : Sisop

Category : Multi Cap

Incep Date : 01-02-2010

Investment Objective :

The Portfolio objective is To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Investment Description :

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

Investment Strategy :

Concentrated Portfolio - Around 15 stocks.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 bench mark and betting on few sectors (Consumer Goods, Financial Services, Media Entertainment, Services and Auto Mobile) in which portfolio is overweight visa vis the bench mark “NIFTY 500”

Scheme Document

Coming soon