Sundaram PMS or Portfolio Management Review 2024

Sundaram PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Sundaram Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

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	28 Years

Sundaram PMS - Company Overview

Sundaram Portfolio Management Service Performance or Returns

1 Year Return

23.06%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

26.95%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

15.83%

Nifty 50 - 5 Year Return

11.52%

Sundaram PMS Commission, Charges or Fees

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%

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 Yr. Return	35.75%	22.95%	25.80%	26.06%
3 Yr. Return	9.88%	7.04%	17.52%	24.76%
5 Yr. Return	20.28%	17.37%	19.97%	17.04%
Fund Manager	Mr. Madanagopal Ramu	Mr. Madanagopal Ramu	Mr. Madanagopal Ramu	Mr. Madanagopal Ramu