SUNDARAM ASSET MANAGEMENT

Transcription

1 SUNDARAM ASSET MANAGEMENT 1

2 Quick background Headquartered in Chennai (India) with offices in Singapore and Dubai Wholly owned by the prestigious Sundaram Finance Limited Has 17 years of experience in fund management and is among the pioneers in the Indian Fund Management industry with a current AUM of USD 2.7 billion and an employee strength of 253 To be a significant player in the Indian asset management space and be one of the top ten asset managers To provide people the best experience in accessing financial markets Respect others, their needs and sentiments Develop and maintain trust Communicate freely and maintain confidentiality Be on time always Never ever take short cuts Admit and share mistake Expertise in equities and fixed income securities in India with flagship funds ranked in top quartile; driven by in-depth proprietary research comprising of an experienced team of 19 investment professionals spread over Chennai, Mumbai and Singapore Retail Investor Base: Over 2 million folios 44 Branches in addition to 573 branches of Sundaram Finance Manages offshore investments into India through its Singapore subsidiary, which has set up a unit trust investment platform in Singapore 2

3 Origin of Sundaram Finance TVS - a reputed & diversified business group The group was founded by Mr. T V Sundaram Iyengar in 1911 as a bus service Considered as one of the most respected names in Indian business Leaders in quality management Pioneers in employee welfare, customer satisfaction and values 1990s- Established in 1954 as a subsidiary of Madras Motor and General Insurance (part of the TVS Group) Founded by Sri T S Santhanam ( ) IPO in Founded to serve TVS group customers Established a strong presence in financing commercial vehicles Targeted capture of retail space in financial services Reliance on organic growth and joint ventures with foreign partners to capitalise on new opportunities 3

4 Positive brand experience Sundaram Finance Group Brand survey findings Sundaram Finance Distribution Sundaram Trustee Company Sundaram Asset Management LGF Services Limited Sundaram Business Services Sundaram Info Tech Solutions Infreight Logistics Solutions Perceived as higher on all parameters reinforcing positive experience Performance has always exceeded promise Highest level of word-of-mouth recommendation Customer loyalty deepens with longer association Royal Sundaram General Insurance Joint venture between Royal & Sun Alliance UK Fair play Service Openness and Sundaram Finance Sundaram BNP Paribas Home Finance Joint venture between Sundaram Finance and BNP Paribas Group Integrity Discipline Sundaram BNP Paribas Fund Services Joint venture between Sundaram Finance and BNP Paribas Group Relationships Prudence Relationships 4

5 Equity Investment process An active fundamental approach Idea Flow & Research Fund Mangers+ Economist Idea Generation RESEARCH TEAM Recommended List External Research Published Information Company Visit Fundamentals & Management Assessment Approval of Stocks Internal Investment Committee APPROVED BUY LIST Norms Executive Committee Portfolio Construction Fund Themes Top-Down Approach Best Trade Execution Risk Management STOCK SELECTION Final Fund Portfolio Sector and Stock Limits Bottom-Up Stock Picking Diversification Liquidity 5

6 Fixed-Income Investment process An active fundamental approach Idea Flow & Research Fund Mangers+ Economist Idea Generation RESEARCH TEAM Recommended List External Research Published Information Company Visit Fundamentals & Management Assessment Approval of Securities Internal Investment Committee APPROVED BUY LIST Norms Executive Committee of the Board Portfolio Construction Fund Positioning Top-Down Approach Best Trade Execution Risk Management SECURITY SELECTION Dynamic Fund Portfolio Issuer & Security Allocation Limits Asset Quality Evaluation & External Ratings Diversification Liquidity 6

7 Assets Under Management Assets Under Management Rs Crore Assets Composition No of Folios: 12 Lakh AUM & Asset Composition as on Jan 31,

8 Disclaimer Copies of the Statement of Additional Information, Scheme Information Document and application form with Key Information Memorandum may be obtained from the offices / Investor Service Centres of Sundaram Mutual or its authorized distributors or downloaded from Past performance is no guarantee of future result. General Risk Factors: There can be no assurance or guarantee that fund's objectives will be achieved. NAV may go up or down, depending on the factors and forces affecting the securities market. Main types are market risk, liquidity risk, credit risk and systemic risks. At times,iquidity of investments may be impaired. There is uncertainty of dividend distribution and risk of capital loss. Past performance of the Sponsor/Asset Management Company/Fund does not indicate the future performance. Investors in the schemes are not being offered any guaranteed or indicated returns. General Disclaimer: This document is issued by Sundaram Asset Management, an Investment Manager registered with the Securities and Exchange Board of India in India and is produced for information purposes only. It is not a prospectus or Offer Document or Scheme Information Document or an offer or solicitation to buy any securities or other investment. Information and opinion contained in this document are published for the assistance of the recipient only; they are not to be relied upon as authoritative or taken as a substitution for exercise of judgment by any recipient. They are subject to change without any notice and not intended to provide the sole basis of any evaluation of the instrument discussed or offer to buy. It is neither a solicitation to sell nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or be taken as investment advice. The information and opinions contained in this communication have been obtained from sources that Sundaram Asset Management believes to be reliable; no representation or warranty, express or implied, is made that such information is accurate or complete and it should not be relied upon as such. Sundaram Asset Management neither guarantees its accuracy and/or completeness nor does it guarantee to update the information from time to time. By accepting this document you agree to be bound by the foregoing limitations. This communication is for general information only without regard to specific objectives, financial situations and needs of any particular person who may receive it and Sundaram Asset Management is not soliciting any action based on this document. Sundaram Asset Management in the discharge of its functions, may use any of the data presented in this document for its decision-making purpose and is not bound to disclose the same. For scheme specific risk factors, asset allocation, load structure, fund facts and taxation aspects please refer the Statement of Additional Information and Scheme Information Document available online and at branches/investor Service Centres. Statutory: Mutual Fund: Sundaram Mutual Fund is a trust under Indian Trusts Act, 1882 Liability for sponsor is limited to Rs 1 lakh. Sponsor: Sundaram Finance Ltd. Investment Manager: Sundaram Asset Management Company Ltd. Trustee: Sundaram Trustee Company Ltd. 8