FIRST--Moderate strategy

DEBT

The SA Debt PMS largely invests into reasonably liquid securities that can be exited in the market within 15-30 days on an average. Faster redemptions are possible with some impact costs which have been factored into the exit loads specified for the respective Debt PMS scheme being invested into. Further, on an average, the SA Debt PMS program invests upto 25-30% of the outstanding bond issuances of the company. This allows relatively easier ability to liquidate the bond in the secondary market.

+8.47%

1Y annualised returns

+2.08%

Benchmark returns (CRISIL Composite Bond Index)

Launch date

21 Jun '24

Total AUM

₹60.69Cr

Min. investment

₹50,00,000

Benchmark

CRISIL Composite Bond Index

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

2.00%

PMS management

P
P.Sudhakar
Fund Manager – Debt PMS, Sundaram Alternates
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About

Mr. P. Sudhakar (Fund Manager – Debt PMS, Sundaram Alternates), an MBA graduate having experience of around 20 years in the corporate credit and credit risk assessment. He has specialised knowledge in financial services sector rating with track record of more than 12 years in handling credit rating of Banks and NBFCs. He has 16 years of total experience in credit rating with one of the leading credit rating agencies in India. He also has experience in credit risk assessment of mid and large corporate companies across industries including manufacturing, infrastructure, services and BFSI. In his earlier organisation, he has also performed various roles including member of rating committee, criteria review committee and sector specialist. Also actively involved in development of criteria/polices and development of rating models related to banks and NBFCs. Prior to this, he was working with ING Vysya Bank Ltd in business banking segment handling credit function.

Experience

Around 20 years of experience in corporate credit and credit risk assessment.

Investment philosophy

Specializes in corporate credit, credit risk assessment, and financial services sector rating.

Previously worked at