Special 
| Category | MID CAP | MID CAP | |
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | UNDISC. | |
| Fixed Fee | 2.50% | 2% | |
| Variable Fee | 1.50% | No Option | |
| Hurdle Rate | 10% | No Option | |
| Profit Sharing | 20% Profit Sharing Above 10% Hurdle | No Option | |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 14 years, 9 months | 9 years, 2 months |
 Madanagopal Ramu |  Abhishek Anand | ||
| 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. | Mr. Abhishek has 10 years of experience with 8 years in institutional equity research covering multiple sectors such as Telecom, Media, IT& Consumer. He has won the Starmine Top Analyst Award for 2011-12 (Rank 3rd for Information Technology sector) and 2012-13 (Rank 1st for Information Technology sector and 5th overall sector) by Thomson Reuters. Abhishek has been quoted frequently on the Telecom sector in various financial dailies and appears on business channels to give his views on the Telecom sector. His previous assignments were with institutional research division of SBI Capital Markets, Dun & Bradstreet & CMIE. He is an MBA Finance from Mumbai University & PGDTFM from ICFAI University. |
| Allocation by Market Cap |
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| |
|---|---|---|---|
| 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% | Capital Goods 14.93% Consumer Services 13.21% Financial Services 14.08% Realty 16.07% Textiles 14.74% | |
| 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% | APL Apollo Tubes Limited 5.65% Cash & Cash Equivalents 7.67% Ganesha Ecosphere Limited 5.88% Gokaldas Exports Ltd 5% Puravankara Limited 5.63% Time Technoplast Limited 6.07% Trent Ltd [Lakme Ltd] 7.77% |
| Min. Investment | ₹5000000 | ₹5000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Available | Not Available | |
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
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