Sundaram Rising Stars

Objective

To seek long term capital appreciation by investing in companies that can be termed as small caps.

Target Investors

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

CAGR (Since Inception)

14.7%

Inception

November 2009

Investment Horizon

>5 years

Benchmark

S&P BSE 500 TRI

Fund Details

  • Invests in small cap stocks with an average market cap of around INR 50 billion
  • Built on two cornerstone strategies
    • Bottom-up approach to stock selection
    • GARP methodology (Growth at Reasonable Price)

Compounding Stories

  • Companies with growth opportunity > 15%
  • Ability to generate > 15% ROIC
  • Low D/E to sail through crisis situations and gain market share 20% cash flow/earnings growth across market cycles
  • Favorable cash flows from business and option to reinvest for growth

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 on July 31, 2024. 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.