SUNDARAM Rising Star

Fund Snapshot

Investment Philosophy

Long-only, buy-and-hold strategy is available at a reasonable price. Bottom-up approach to stock selection development is available at a reasonable price (GARP)

Unique Feature

Incorporated as Sundaram Newton Asset Management Company under the Companies Act of 1956 on February 26, 1996, SAMC is a public limited company that has received SEBI approval to serve as the investment manager for the plans of Sundaram Mutual Fund. One of the first private asset managers in India, SAMC has been a pioneer in the field of investment management. In SAMC, Sundaram Finance held 61% of the shares, while Newton Investment Management, U.K., held 39%.

In 2001, Mellon Financial Corporation bought Newton Investment Management on a worldwide scale. Following this development, SAMC became a fully owned subsidiary of Sundaram Finance in 2002 after Sundaram Finance purchased the 39% part of the Newton group. BNP Paribas Asset Management, located in France, purchased a 49.9% share in SAMC in March 2006 and established a joint venture. Sundaram BNP Paribas Asset Management Limited is the new name for SAMC. In July 2010, BNP Paribas Asset Management was forced to dissolve the joint venture by selling its share to Sundaram Finance. Since that time, Sundaram Finance has owned 100% of SAMC.

With a history spanning over 65 years, Sundaram Financial Limited is one of India’s top non-banking finance companies. The Sundaram Financing Group operates in a number of industries, including mutual funds, insurance, vehicle finance, and house loans. With 610 locations around the country and 4,213 full-time workers (including its divisions, Sundaram Infotech Solutions, and Sundaram Direct), Sundaram Finance is one of the most well-known and reputable providers of financial services in India.

The Sundaram Finance Group continues to uphold its basic principles of caution, justice, openness, and quality of service. Since its establishment in the year 1954, the Company has had a history of consistent dividend payments every year. The highest investment grade rating is given to Sundaram Finance’s fixed deposits program. The Company’s short-term borrowings, including its commercial papers, are rated “A1+” (Very Strong Degree of Safety). ICRA and CRISIL have assigned the fixed deposits a ” AAA” (Highest Credit Quality) rating. ICRA and CRISIL have rated the long-term borrowings “AAA” (Highest Degree of Safety) with a “Stable outlook.”

The investment goal is to seek capital growth through a variety of techniques by investing in mutual funds, fixed income, equity derivatives, stocks, and any other asset classes and securities permitted by rules. The following will be the main components of the investing strategy:

• having a manageable stock portfolio
• Finding appealing chances and taking focused exposures • Making investments in various economic areas
• Places a focus on stock selection
• choosing stocks with the best possible investment horizon. While every effort will be made to meet the goals of each PMS strategy, the Portfolio Manager does not promise that the services’ investment goals will be met. Under the terms of the services, no refunds are promised. The Portfolio Manager will pay close attention to the Company’s historical performance as well as its business’s prospects for the future, as well as its financial stability, competitive advantage, managerial abilities and methods, and the fairness of minority shareholders. The portfolio only contains companies that sufficiently fulfill the established criteria. Individual firms’ weights will be determined by their respective upside potential.