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Sundaram PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Sundaram Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Sundaram PMS - Snapshot

Total AUM

Rs.3135.98 Cr.

1 Year Return

31.29%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

2,373

Sundaram Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.15 / 5

Fees

3.95 / 5

Experience

4.13 / 5

Support

4.03 / 5

Facilities

3.99 / 5

Overall Rating

4.05 / 5

Star Rating


Overview of Sundaram Portfolio Management Services

Organization Type

Private

Head Office

Chennai, Tamil Nadu

Founder

Harsha Viji

Founded In (year)

1996

No. of Active Clients

2,373

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Sundaram PMS Returns or Performance

1 Year

31.29%

Nifty 50 - 1 Year

17.34%

3 Year

10.15%

Nifty 50 - 3 Year

13.57%

5 Year

19.76%

Nifty 50 - 5 Year

20.77%

Sundaram PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Sundaram PMS Investment Strategies

Strategy Name SELF Portfolio SISOP VOYAGER Rising Stars
Start Date 01-Jun-10 01-Feb-10 01-Oct-11 01-Nov-09
Category Mid Cap Multi Cap Multi Cap Small Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 21 17 21 17
1 Yr. Return 34.52% 39.43% 36.16% 15.06%
3 Yr. Return 10.02% 11.20% 9.32% 10.06%
5 Yr. Return 21.74% 18.77% 20.92% 17.60%
Fund Manager Mr. Madanagopal Ramu Mr. Madanagopal Ramu Mr. Madanagopal Ramu Mr. Madanagopal Ramu

Top Portfolio Managers of Sundaram Portfolio Management Services

#1

Mr. Madanagopal Ramu

Sundaram Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Sundaram Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

0.75% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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Sundaram PMS - SEBI Details

SEBI Reg. No.

INP000006271

Contact Person

K Rajagopal

Telephone No.

044 2856 9863

Address

21, Patullos Road, CHENNAI, TAMIL NADU, 600002

Starting Date

Nov 29, 2018

Sundaram Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Sundaram Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Sundaram PMS Backoffice or Dashboard Link

Web Platform

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