COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc

Sundaram Alternates - Rising Stars

Ambit Investment Advisors - Emerging Giants

Fund Summary

Trailing Returns

Portfolio Manager

	Madanagopal Ramu	Aishvarya Dadheech
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.	With over 12 years of experience in Indian equities, Aishvarya has been managing Ambit Group’s proprietary book for the last 2 years. He has a rich experience of fund management under Good & Clean Framework. Prior to that, he was with Reliance Life Insurance as Equity Fund manager managing their investments for almost 7 years. While in Insurance, his outlook was always long term and embedded with quality. There he had consistently outperformed the benchmark index and achieved internal targets. Prior to that, he was with CRISIL as an Equity and Credit Research Analyst for over 3 years. He is a qualified Chartered Accountant (India, 2009) and MBA Finance. Aishvarya is also a CFA charter holder from CFA Institute, USA. He holds a bachelor degree in Accounting (Honours) from St. Xavier’s College, Kolkata.

Detailed Portfolio

Allocation by Market Cap	Large Cap Mid Cap Small Cap 77.54%	Large Cap Mid Cap Small Cap 100%
Sector Holdings	Automobile and Auto Components 6.76% Capital Goods 13.28% Consumer Durables 5.44% Financial Services 23.21% Healthcare 16.37% Information Technology 7.2%	Chemicals 14.5% Consumer Discretionary 29.5% Financials 8% Industrials 16% Information Technology 9%
Stock Holdings	Ami Organics Limited 5.93% Cash & Cash Equivalents 22.46% Dynamic Cables Limited 5.17% Five-Star Business Finance Ltd 6.16% Neuland Laboratories Limited 5.2% Neuland Laboratories Limited. 5.57%	Undisclosed

Investment Details

Min. Investment	₹5000000	₹5000000
SIP Option	Not Available	Available
STP Option	Available	Available
Exit Load	Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.	Exit load is 0.00% if redeemed in 0-1 year, 0% thereafter.