About Company
Sundaram Alternate Assets Ltd
Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), which specializes in high-net-worth individuals’ investing needs (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Lending Limited, India’s largest non-banking finance firm. Under the Sundaram umbrella, there are two divisions: Sundaram Portfolio Managers (SPM) and Sundaram Alternative Investment Funds (AIFs). Sundaram Alternates tailors solutions to assist you to achieve your long-term wealth-building goals, based on a foundation of trust. Our fund management team has over three decades of experience in the real estate and stock markets, and our strategies are based on cutting-edge industry standards, robust operational models, data-backed research, and transparency to give your money the edge it requires. Invest with the help of Join us and take the next step forward.
SUNDARAM Emerging Leadership Fund (SELF)
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | Upto 15 |
| Investment Horizon | Long Term |
| Fund Managers | MadanaGopal Ramu |
Investment Philosophy
Sundaram Emerging Leaders Fund – concentrates on mid and small-cap firms that outperform the market.
- Asset-light companies with a strong return on investment
- Pending cash-to-cash transfer from operations
KEY FEATURES
- Invest in Sundaram’s mid-and small-cap strengths; a well-diversified yet focused portfolio with a favorable cap curve positioning.
- A portfolio with a diverse range of businesses.
- Companies with a market capitalization of fewer than 500 billion rupees.
Portfolio “EASE”
Emerging leaders – promoters/management who are clean and of excellent quality.
Asset-light enterprises with a high return on investment (ROI) are favored.
Scalable firms: mid-cap to large-cap, and small-cap to mid-cap firms in transition.
Operational cash conversion is excellent.
Look for stocks that are in the early phases of their business cycles and have the potential to become tomorrow’s major caps.
Themes for India in 2025
- The discretionary purchasing power of the customer
- Banking and Finance
- Indian-made products
- Digitalization on a Worldwide Scale
Unique Feature
To invest in mid-cap companies in order to achieve long-term capital appreciation.
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S.E.L.F
Benchmark: BSE 500 TRI
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Sundaram Alternate Assets Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1027.23 | 1.90 | 34.81 | 27.40 | 32.45 | 21.24 | 23.32 | 22.93 | 17.42 | 18.36 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 12.11 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
MadanaGopal Ramu
Madanagopal Ramu is a seasoned investment professional with over 18 years of experience in the Indian financial markets, specializing in institutional equities and portfolio management. He joined Sundaram Mutual Fund in 2010 as a Research Analyst from Centrum Broking and rose rapidly through the ranks, becoming the Head of Research in 2015 and transitioning into active fund management in 2016. Under Madanagopal’s leadership, Sundaram Alternates follows a diversified approach centered on four structural growth pillars: Financial Inclusion (retail credit and NBFCs), Consumer/Manufacturing, Digital space (online penetration), and Phygital Bluechips. His strategy often focuses on "secular growth" opportunities—businesses that can grow regardless of broad economic cycles—and high-conviction, concentrated portfolios (often capping at 15–25 stocks). The firm emphasizes a "Quality" framework for stock selection, prioritizing quality of business, management integrity, and financial robustness to achieve long-term wealth creation for HNIs and institutional investors.
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