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 India Secular Opportunities Portfolio (SISOP)
Fund Snapshot
| Year of Inception | 2010 |
| Number of Stocks | Upto 15 |
| Investment Horizon | -NA- |
| Fund Managers | MadanaGopal Ramu |
Investment Philosophy
- Quality Company, Management, and Financials are the three Qs of stock selection for Sundaram India Secular Opportunities Portfolio.
- Tactical and Complex Asset Allocation is the cornerstone of the strategy. This is similar to the India Super 50 Portfolio, but with the inclusion of several asset classes such as fixed income, oil, and gold.
- This maintains a high return profile while also lowering volatility.
CHANGES TO THE PORTFOLIO
Gland Pharma was a recent addition to the portfolio, providing a one-of-a-kind chance to play the CRAMS market thanks to its diverse array of licensed drugs.In the injectable manufacturing industry, there are just a few businesses that offer CDMO services. It has a good cash conversion rate and can consider non-organic growth options. Other development potential on the horizon include biologics, China entrance, and row market expansion, giving it a clear multi-year growth story with difficult-to-replicate capabilities.
KEY FEATURES
Concentrated Portfolio – Around 15 stocks.
Invests across market caps – “Multi Cap” (skewed towards large-cap).
Long term orientation towards portfolio building i.e. >3 years.
Invest in business with secular growth opportunities
Unique Feature
Investing across industries and asset classes to generate stable returns
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SISOP
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Sundaram Alternate Assets Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1864.55 | 2.38 | 34.15 | 23.82 | 30.80 | 23.53 | 24.93 | 24.73 | 18.46 | 18.94 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 12.54 |
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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