Special 
| Category | MID CAP | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | 1.50% | ||
| Hurdle Rate | 10% | ||
| Profit Sharing | 20% Profit Sharing Above 10% Hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 14 years, 9 months |
 Madanagopal Ramu | |||
| Profile | Mr. Madanagopal Ramu is the Fund Manager for PMS with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.3000 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 7.15% Capital Goods 19.2% Consumer Durables 8.51% Financial Services 26.75% Healthcare 11.46% Information Technology 9.59% | ||
| Stock Holdings | Aster Dm Healthcare Limited 5.18% Cash & Cash Equivalents 11.51% Coforge Limited 5.37% Five-Star Business Finance Ltd 5.86% Five-Star Business Finance Ltd. 6.44% Hitachi Energy India Limited 5.63% Max Financial Services Limited 4.89% PB Fintech Limited 5.11% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
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