Sundaram PMS or Portfolio Management – Returns, Charges, Support & more
Sundaram PMS is a premium service provider in the finance industry. Having an experience of 27 years of the Sundaram has excellent facilities for investors.
Sundaram Portfolio Management Services has more than 2000 active clients working with them and reaping great benefits from their investments.
On average, the first-year return with them is 23.06%, one of the industry’s best.
If you are a beginner looking for Sundaram to invest your money, this review will be helpful for you in knowing about their standing in the industry and their facilities.
| Total AUM | Rs.2,861.39 Cr. |
| Avg. 1 Year Return | 23.06% |
| Active Clients | 2439 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 27 Years |
Sundaram PMS - Company Overview
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Why Invest in Sundaram PMS?
Investing in Sundaram PMS is a perfect idea to multiply your wealth. Here are some reasons you should invest in Sundaram Portfolio management services.
- Sundaram was started in 1996 and has an AUM of 2468 Cr. Having an experience 27 years of experience, the company has a big team of experts analyzing the strategies and having a closer look at stock performance.
- Sundaram strategies will allow you to receive significant returns for your money.
- The comprehensive dashboard they offer their clients will allow them to analyze strategies per their requirements.
- Investors who are satisfied with the strategies can opt for switching.
Sundaram Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
While investing your hard-earned money, the one thing that plays a significant role is the return on the investment. In this section, we will be comparing Sundaram PMS with the Nifty50.
For the first-year return, the Sundaram, on average, offers 23.06%, while NIfty50 only offers 10.74%.
For the second-year return, the Sundaram offers an average of 26.95%, while the Nifty50 offers 20.15%.
The Sundaram offers 15.83% for the third year, while the NIfty50 offers just 11.52%.
For all these years, Sundaram Portfolio Investment has had an edge over NIfty50, which is a good thing and will allow more investors to trust them for their money.
Sundaram PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Sundaram PMS charges are competitive and reasonable. The structure is created, keeping investors in consideration and providing them with the best of the commission rates.
Look at the Sundaram PMS Commission:
- Exit load for the first year is 1%. There is no exit load for the second and third years.
- Fixed fee is 2.5% of the AMC or fund value.
- Variable AMC is 1.5% of the fund value.
- Variable profit sharing is 20% if the profit exceeds 10%.
Best Strategies by Sundaram Portfolio Management Services
Check out various strategies or Investment approaches provided by Sundaram Portfolio Managers.
| 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 Year Return | 35.75% | 22.95% | 25.80% | 26.06% |
| 3 Year Return | 21.50% | 16.51% | 17.52% | 24.76% |
| 5 Year Return | 20.28% | 17.37% | 19.97% | 17.04% |
| Fund Manager | Mr. Madanagopal Ramu | Mr. Madanagopal Ramu | Mr. Madanagopal Ramu | Mr. Madanagopal Ramu |
Sundaram Portfolio Management Services implements four strategies. Here is the list of Sundaram portfolio management strategies for investors:
Self Portfolio
- This Strategy was launched on 10-Jun-2010 and targets mid-cap stocks of the market.
- Number of stocks that the Self Portfolio targets is 21.
- First-year return with the Self Portfolio is 35.75%, the return for the third year is 21.50%, and the rate of return for the five years is 20.28%.
- Fund manager who manages the fund is Mr. Madangopal Ramu.
SISOP
- Strategy was launched on 01-Feb-2010, and it targets the mid-cap category of the stock market.
- Number of stocks that the SISOP targets is 17.
- First-year return with the SISOP is 22.95%, the return for the third year is 16.51%, and the rate of return for the five years is 17.37%.
- Mr Madangopal Ramu manages the fund.
Voyager
- Strategy was launched on 1-Oct-2011 and also targets the mid-cap category of the stock market.
- Number of stocks targeted by Voyager is 21.
- First-year return with the Voyager is 25.80%, the return for the third year is 17.52%, and the rate of return for the five years is 19.97%.
- Mr Madangopal Ramu manages voyager funds.
Rising Star
- Strategy was launched on 01-Nov-2009 and also targeted the small-cap category of the stock market.
- Number of stocks targeted by Rising Star is 17.
- Rate of return for the first year with Rising Star is 26.06%. The third year is 24.76%, and the five years is 17.04%.
- Mr Madangopal Ramu is the fund manager of Rising Star.
Top Fund Managers of Sundaram PMS
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Here is the list of Sundaram PMS fund manager:
Madanagopal Ramu
Mr Madanagopal Ramu has extensive years of working in financial markets. He has been working with Sundaram since 2010.
He joined the company as a research analyst and became the fund manager in 2016.
Before Sundaram, Madanagopal Ramu worked with Centrum Broking and Power Finance Corporation Ltd.
Prashant Kutty
Mr. Prashant Kutty has been a co-fund manager with the Sundaram since 2021. He handles a small-cap fund in the company for a total AUM of 800Cr.
In his previous role as a senior research analyst, he was responsible for actively monitoring the consumer sector.
His duties included generating well-founded investment ideas and overseeing a model portfolio encompassing staples, retail, discretionary items, and home improvement categories.
Sundaram Portfolio Managers SWOT Analysis
In this section, we will have a look at the SWOT analysis for Sundaram Portfolio Management.
Strength
- Sundaram was started 27 years ago, and they are still operating with thousands of active clients, making them a trustable player in the market.
- There are no exit load charges for the second and third years.
- Their quality services and higher rate of return allow the investors to stay with them.
- Sundaram has a team of fund managers who have worked in the industry for a decade and know about the capital market.
Weakness
- Sundaram does not provide a chat support feature.
- The company charges for exit for the first year, which can be a drawback for beginners.
- The minimum investment required to proceed with Sundaram PMS is 50 lakhs; every investor cannot afford it.
Opportunities
- Sundaram does not allow a custom strategy option, which should be enabled to ensure that the investors can customize their investment strategies per their requirements.
- Investors, especially beginners, like to connect with the fund manager. On special requests, call and email support from them should be provided.
- As the youth are very interested in the capital market, Sundaram PMS should ensure their plans are competitive and much better than other players.
Threats
- Entry of new entrants can be an issue for Sundaram, as the new players can have an edge on technology to attract clients.
- The unstable Indian stock market is one of the reasons for investors looking for other investment options.
- The recession at the global label makes investors fearful of investing in the stock market.
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Investment Facilities provided by Sundaram Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Sundaram Portfolio Manager features many facilities for the investor. The company is trying to help investors with their strategies and ensure they receive quality services at their platforms.
Let’s look at the various investment facilities the Sundaram portfolio manager provides:
The company allows investors to switch strategies if they do not find it helpful. But do not have any provision for customizing strategies.
The investors can change strategies, and the charges are .75% of the fund value. Sundaram PMS also allows NRIs to make their investments.
Early exit is allowed. If the investor chooses to withdraw their investment in the first year itself, then the charges will be 1%.
The company also provide discretionary and non-discretionary services.
Sundaram Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
The Sundaram portfolio management services consist of customer support services required for any company to function today.
While investing or working with any company, there are many queries that the investors can come across.
The support system can help you with technical issues or even guide you to contact the respective teams.
Sundaram allows the investor to reach them via call or email and provides dedicated support from the relationship manager.
It is a fantastic way to contact the person for your queries. Although the company doesn’t offer chat support, speaking directly to the fund manager is prohibited.
If you have any questions, you must wait a while to receive your reply. The TAT for any query with the company is about five days.
Sundaram PMS Dashboard Link
Web Platform
The Sundaram PMS dashboard link will allow you to access the page, enter your provided login credentials, and access your dashboard.
The dashboard link is active from any location, and you can save it with you to access when required.
Sundaram dashboard will allow you to connect with the company and seek guidance whenever needed.
The investors can keep track of their investments, fees, strategies invented and followed, etc, from their dashboard.
Now, you do not need to stress further as you have a place to reach out daily for your investment.
Sundaram PMS Login
Investors require Sundaram PMS login details to log in to their accounts whenever they need to check the value of their investments and look for further options.
The login details will help you reach out to your dashboard and keep a tap on the recent changes on your profile. You can have an update on the company strategies and the latest company updates.
The login information should be kept confidential and not shared with anyone.
Sundaram PMS Review or Ratings by Finec.in
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Sundaram Portfolio Management Services - SEBI Details
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How to Invest in Sundaram PMS?
The individual must be at least eighteen to invest in Sundaram Portfolio management services. They can be NRI or Indian citizens; Sundaram PMS accepts individuals of any mentioned nationalities.
The minimum investment they need to make is for 50 lakhs. You need to arrange the money for investment with the company.
If you qualify for the above-listed criteria, you must hit the “Invest in PMS” tab at the bottom of the page.
You can submit documents like PMS agreement, Demat account details, address proof, PAN card details, etc. Upon submitting these documents, you will receive a confirmation about your account.
The login details will be provided to log in to your account and perform your daily activities.
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Sundaram PMS - Eligibility Criteria
Age
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Documents required to Invest with Sundaram Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Sundaram PMS Conclusion
Sundaram PMS is one of the oldest service providers in the industry. They have nearly 3,000 active investors, and their total AUM is 2468 Cr.
Sundaram Portfolio Managers return for the first year is 23.06%. The company has four operational strategies for the investors.
All four of them are doing well for the investors. The fund managers keep customizing the strategies per the market scenario.
Selecting Sundaram can be a great option if you are looking for a reliable service provider in the industry.
FAQs on Sundaram Portfolio Management
Here is the list of FAQs related to the Sundaram Portfolio Management Services.
Which is the Best Strategy for Sundaram PMS?
The self-portfolio and Voyager are the best strategies used by Sundaram PMS. Both have showcased excellent return values in past years and are doing great in their domains.
What is the Minimum Investment in Sundaram PMS?
The minimum amount of money you need to invest with Sundaram PMS is 50 lakhs.
What is the Return of Sundaram Portfolio Management?
As per the Sundaram Portfolio Management returns for various years, they are incredible.
For the first year, the return was 23.06%; for the second year, the return was 26.95%; and for the fifth year, the return was projected at 15.83%.
Is Sundaram Portfolio Management good?
Yes, the Sundaram PMS offers many excellent PMS services to their clients., Their 27 years of experience in the PMS industry gives them an edge over their competitors.
What is the fixed commission of Sundaram PMS?
The fixed commission with the Sundaram PMS is 2.5% of the AMC or fund value.
Is a Demat account mandatory for Sundaram Portfolio Managers?
To work with Sundaram Portfolio Managers, the individual needs to have a Demat account with the company. The Demat account information is provided while signing up with the broker.
What are the Exit Charges of Sundaram Portfolio Management?
Most PMS companies’ exit charges depend on the investment length. With Sundaram Portfolio Management, if you can withdraw within a year, the costs are 1.00%.
The company does not levy any charges for their clients for the second and third years.
Who are the current fund managers of Sundaram PMS?
Mr. Madanagopal Ramu is serving the Sundaram PMS as their fund manager. He has extensive experience in working with financial services.
What is the AUM of Sundaram Portfolio Management Service?
The AUM for the Sundaram Portfolio Management Services is Rs.2468.86 Cr. The figure is quite significant and surpasses many competitors in the industry.
Also, the company has employed over 2,000 clients who trust their hard-earned money.
Do Sundaram Portfolio Managers Charge Variable Commissions?
Yes, Sundaram charges a variable commission, which is 1.5% of the fund value per the recent fee structure.