Groupe Sundaram Finance Limited

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

SAMS is an active fund manager that seeks capital growth over the long term by employing a research-intensive, bottom-up methodology with analysts deployed on the ground.

Functions as an open-end investment fund

Sundaram Alternate Assets Ltd. is an active manager.

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Sundaram AM is an active, research-oriented manager which employs a fundamental approach, seeking long-term outperformance by investing in large and small/medium-sized companies with unique business strength in attractive sectors, sound and transparent management, visibility and durable growth at a reasonable price. The firm performs fundamental quantitative analysis, including regular company visits, to assess markets, seeking to identify attractive and relatively unknown companies with strong financial characteristics evaluating profit margins, finance charges, cash flows, revenue and earnings growth, value add, return on equity and Du-Pont analysis, return on capital employed, working capital efficiency, trend analysis for key parameters and peer and industry aggregate comparison. To generate ideas, they look at a variety of macroeconomic factors including GDP, inflation, interest rates, money supply, credit growth, forex accretion mapping sector patterns in GDP growth, and the economic cycle. The company-specific factors they evaluate include future growth drivers, management capability, capital intensity and balance sheet strength. Sundaram constructs portfolios utilizing a core/satellite approach, where the core portfolio contains a significant percentage of large-caps and the satellite portfolio is based on small/mid-caps. They qualitatively evaluate business/sector prospects and the product lifecycle/business cycle. They look at a company's risk profile, including their leverage, ability to raise equity, cost of capital, track record in debt repayment, qualitative aspects, transparency, management quality and capability and fairness in treatment of minority shareholders.

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as a pension/retirement fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as an open-end investment fund

Functions as a closed-end investment fund or Investment trust

Acts as Open-End Investment Fund/Unit Trust