Sundaram Voyager

Objective

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

Target Investors

Designed for long-term investors seeking returns through investments in a mix of good structural companies and cyclical opportunities.

CAGR (Since Inception)

20.2%

Inception

October 2011

Investment Horizon

>3 years

Benchmark

S&P BSE 500 TRI

Fund Details

  • Flexible cap curve allocation
  • Two Buckets of Stocks
    • Structural Stories
      Invests in high growth >20% quality businesses with healthy financials, dedicated / visionary managements with solid track records and scalable revenue / profitability models
    • Cyclical & turnaround opportunities
      Invests in rare opportunities with clear exit strategies and excellent risk to reward balance considering a sufficient safety margin
  • India 2025 - Themes
    • Capex Maestros
    • Phygital Bluechips
    • Consumption Czars
    • Export Voyagers

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.