Core Value Strategy-Concentrated Option

EQUITY MULTI CAP

A multicap portfolio offering significant diversification for clients, with regular and concentrated options available.

+11.50%

3Y annualised returns

+12.09%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

15 Apr '19

Total AUM

₹149.25Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.0%

Cash4.0%

Equity market cap split

Large Cap61.0%

Small Cap18.0%

Mid Cap17.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

EA
E A Sundaram
Executive Director & CIO - Public Markets
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About

"Sundaram is the Executive Director and CIO – Public Markets at o3 Capital. He holds experience of over 27 years across public equities, fund management, in various formats including close & open-ended funds, family offices & portfolio management services. Prior to o3 Capital, he worked as CIO at Pramerica AMC, Portfolio Manager for the Family Office at M3 Investment Managers, Portfolio Manager at HDFC AMC, Head of Research & Fund Manager at Zurich AMC. Sundaram holds an MBA degree from IIM, Ahmedabad"

Experience

Over 27 years of experience in fund management and public equities.

Investment philosophy

Expertise in public equities and fund management across various investment structures.

Previously worked at