SUNDARAM India Secular Opportunities Portfolio (SISOP)

Fund Snapshot

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