Sundaram Alternate - VOYAGER

EQUITY MULTI CAP

A strategy for investors who seek a blended approach between value and growth within a portfolio.

+24.21%

3Y annualised returns

+13.46%

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

Launch date

11 Oct '11

Total AUM

₹174.59Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.2%

Cash1.9%

Equity market cap split

Mid Cap44.5%

Small Cap32.6%

Large Cap20.0%

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

1.00%

PMS management

MR
Madanagopal Ramu
Fund Manager, PMS & Alternative Investment Funds
View details

About

Mr. Madanagopal Ramu is the Fund Manager for PMS and Alternative Investment Funds Category Ill with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.2200 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC . He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.

Experience

Over 14 years in financial markets, with more than 4 years managing funds.

Investment philosophy

Specializes in fund management within Indian financial markets.

Previously worked at