Sundaram PMS – Review, Strategies, Returns, Charges & more

Sundaram PMS is handled by Sundaram Asset Management Company (AMC) which also looks after the Sundaram mutual fund schemes.

Sundaram Asset Management Company has over 20 years of experience in fund management. It is a fully owned subsidiary of India’s one oldest and most respected NBFC – Sundaram Finance Limited.

Let us catch up with what are the Ratings, reviews, Strategies, Commission Models, Yearly Returns & much more about Sundaram Portfolio Management Service.

Sundaram PMS – Ratings & Review by Top10StockBroker

The above table indicates that Sundaram PMS broking house has attained outstanding numbers in almost all the categories.

Overview of Sundaram Portfolio Management Services

Let us quickly run down through the particulars of Sundaram PMS

The foundation of Sundaram PMS group which is a private company was laid by Ms. Harsha Viji in the year 1996. Their headquarters are in Chennai, Tamil Nadu.

This PMS house strives to hold the highest degree of ethics in all its business dealings and aims to work for the enhancement of value for all its stakeholders. Let’s have a look at the different types of Sundaram PMS, their PMS Charges, PMS Returns & more.

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Types of Sundaram PMS

Discretionary PMS and Non-Discretionary PMS are provided by Sundaram PMS to their clients. It is the fund manager who takes the honours to select the stocks and create a portfolio for the client in Discretionary PMS.

However, in Non-Discretionary PMS the said role is played by the customer himself. Discretionary Portfolio Management is the most accepted PMS in the market.

You will surely find a few sets of customers who make investments by way of Non-Discretionary PMS at the initial stage.

Sundaram PMS Fund Managers Details

All the details related to the Fund Managers of Sundaram Portfolio Management Service are mentioned in the table here below:

Mr. Madanagopal Ramu is the Fund Manager who has a key role to play in the team of Sundaram PMS Fund Managers. Madan has a Management degree with a vast experience of 13 years in the finance sector.

Mr. Madanagopal Ramu manages an AUM of approximately 7,000 Crore of Sundaram Portfolio Management Services. The number of clients handled by the Fund Manager goes up to 250 + PMS clients.

All clients prefer to invest in Sundaram PMS for a minimum period of 4 years.

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Sundaram PMS Strategies

This table gives you the details about Sundaram Portfolio Management Services Strategies:

The commonly known Investment strategies like Large CAP Strategy, Diversified Strategy, as well as Small-Midcap Strategy, are offered to the customers by Sundram PMS house.

In addition to these, there are a few other strategies that the group strictly follows. Let us quickly have the gist of all the strategies that are practised by Sundaram PMS house viz: –

Sundaram Rising Stars Strategy

The focus of investment is inclined towards microcap space belonging stocks, which are getting started in the business cycle and are likely to rise to the midcap space in the mere future.

The businesses which are selected, are taken into consideration given, they have the potential to scale up in the next 3 to 5 years, and are the market leaders.

Sundaram Self Strategy

The target of investment here is a predominant investment in midcap stock, with a likeliness for short-term volatility. There is a 3Q approach adopted within the strategy, which is inclined towards Quality of Business, Quality of Management, and Quality of Financials.

Sundaram SISOP Strategy

It refers to Sundaram India Secular Opportunities Portfolio, where the object is stagnant at achieving steady, low volatility returns by investing across sectors and asset classes. The basis of this approach is tactical and dynamic asset allocation.

You may consider this strategy as a replica of the India Super 50 portfolio. The additional overlay within this strategy is of multiple asset classes like fixed income, oil and gold. Keeping the volatility factor low, the strategy strives to reach a high return profile.

Sundaram Alternates – VOYAGER

This is a long-term capital appreciation aimed portfolio strategy where investment is made across the cap curve in stocks. They seek reasonably priced stocks to invest in and yield profits from their growth over the long term.

The investment is allocated across large-cap and mid-cap stocks, with a slight portion in small-cap as well. The portfolio is formed of 2 buckets – structural stories and cyclical/ turnaround plays.

Sundaram Liquid Fund Portfolio

Liquid Fund Portfolio carries a low-interest rate risk and moderate credit risk, which rates it high. It has potential earning capacity for the investors while keeping the risk in control.

Stocks and securities investments are diversified and offer good income.

Investors’ investments can stimulate growth substantially over a period of time in the fund, and they can easily monetize their investments.

Sundaram PMS Returns / Performance

This table can help you to figure out the details about Sundaram Portfolio Management Services Returns:

What attracts the investors to avail of the services of Sundaram PMS is this fine rate of return.

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Sundaram PMS Investment Plans

This table illustrates the details of Sundaram Portfolio Management investment slabs:

With this table, we get a clear understanding of different Investment slabs that are offered by Sundaram PMS to the clients.

To commence your transaction with the Portfolio Management Service house, the amount of investment is fixed and is a minimum of Rs.25 Lakh.

This minimal value of the investment is a standard amount that is applicable for partnering with any other Portfolio Management Services house as well.

There are in total four types of Investment Plans viz: – Bronze, Silver, Gold and Platinum that are presented by Sundaram PMS.

The starting range of the Bronze plan is INR 25 Lakh and goes up to INR 50 Lakh. Silver Plan is available in the range of Rs.50 Lakh up to Rs.1 Crore.

You can seal their Gold plan by investing between Rs.1 Crore to Rs.5 Crore. If you can invest for more than Rs.5 Crore with them then you can seize the Platinum plan.

There are different commission slabs for different tactics proposed by Sundaram PMS. You can end up paying low commissions by making big investments.

Sundaram PMS Fee Structure or Commission Slabs

The Fees Structure of Sundram PMS Management Services is explained here below:

Sundaram PMS has classified their fees or commission into 3 types of categories.

Sundaram PMS Prepaid Commission

In this type of commission, the investor is required to make the payment in advance before the commencement of the actual tenure.

A very low rate of commission is charged in this format due to its nature of being a prepaid model.

In this type of model, the commission depends on the amount of Investment made by the client.

If your investments fall somewhere between Rs.25 Lakh to Rs.50 Lakh then the prepaid commission required to be paid will be 1.55% of the Investment.

When your investments are between Rs.50 Lakh to Rs.1 Crore, the prepaid commission levied is 1.45% of the total investment.

For any investment of more than Rs.1 Crore and up to Rs.5 Crore, the prepaid fee that is required to be paid to Sundaram PMS house is 1.25% of the total investment.

If at any point in time your investment goes beyond a value of Rs.5 Crore, then the management fees would be 1.05% of the amount invested.

Sundaram PMS Volume% Commission

The Fees Structure at this juncture utterly depends on the overall number of transactions done by the Fund Manager.

Several other factors like market condition and other aspects of investment are also taken into consideration at the time of charging commission to the client.

The investor is most likely to pay a higher amount of commission in this kind of model.

In this sort, the commission amount depends on 2 factors viz: – (a) the situation of the market and (b) the faithfulness of your Fund Manager.

For a yearly transaction volume between Rs.25 Lakh to Rs.50 Lakh, the Management fees would be around 0.15% of the total transaction volume.

If your transaction value is between Rs.50 Lakh to Rs.1 Crore, then 0.14% of the total transaction amount needs to be paid.

There would be a lesser commission charged for a high transaction volume i.e. if the transaction volume is above Rs.1 Crore and up to Rs.5 Crore, the charges are 0.12% of the total transaction volume.

If the transaction volume beats the value over Rs.5 Crore, the Management fees charged by Sundaram PMS is 0.10% of the total transaction volume.

Sundaram PMS Profit Sharing% Commission

Investors find this model very well-situated to them. The Management fee in this type of model is paid by the investor only after the profit is realized.

A very high percentage of the commission is charged here. But at the same time, the risk involved is comparatively low out here.

As the commission in this form entirely depends on the performance of the portfolio, Investors are found keener on choosing this model.

The profit sharing is 25% for a portfolio that achieves profit in a range of Rs.2.5 Lakh up to Rs.5 Lakh. 23% is the Profit volume that is shared with the PMS house for the profit range between Rs.5 Lakh to Rs.10 Lakh.

If your profit scales up somewhere around between Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 20% and if your profit reaches above Rs.50 Lakh, then the sharing of profit is 17% to Sundaram PMS team.

This broking house is also an expert in designing special tailor-made customized commission models for their valuable investors.

Above and beyond the Commission or Management Fees, there are several other charges like Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load that has to be compulsorily paid to the PMS house.

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Sundaram PMS Charges

The fine points of Sundaram Portfolio Management Service Charges are narrated in this table:

Over and above the commission fees the following charges are required to be paid to Sundaram PMS Group:

Management Fees – The fee structure out here would be as per the commission model that is in mutual consent with both the parties – the client & the PMS team.

Upfront Fees – 0.9% – 1.5% of the asset Value is the upfront fee that is charged by the Sundaram PMS team.

Brokerage Charges – The Brokerage charges would range between 0.009% – 0.019% of the total transaction value.

Custodian Charges – Somewhere in between 0.2% – 0.3% of Asset Value is the custodian change charge that is levied by the PMS house from their clients.

Depository Charges – The PMS depository charge of this broking house is between 0.10% – 0.15% of Asset Value.

Exit Load Fees – The Exit load fee is 0.9% – 1.5% of the withdrawal value for the amount withdrawn within 1 year of portfolio creation.

On the other hand, if the withdrawal takes place after 1 year then the Exit Load fees could be free in some cases and it would be around 0.4% of the withdrawal value which would differ from case to case.

Sundaram PMS Benefits

This table explains the benefits of Sundaram Portfolio Management Services:

The plethora of benefits offered by Sundaram PMS are as follows:

They give a Top-up facility to all their investors.

Their web services can be accessed by the client through their online medium which facilitates all the latest reports and portfolio information.

Timely basis provisions by way of Email Update and SMS Update are made for all the transactions that take place in the client’s account.

This PMS house also makes provisions for Flexible Investment Plans and Flexible Commission Models for the investors.

Sundaram PMS house is bagged with a massive experience in Portfolio Management Services for the best possible results.

Sundaram PMS Customer Care

This table will give you a fair idea about what kind of Client Support is programmed by Sundaram PMS:

The Customer Care support extended by the team of Sundaram PMS house is up to the mark.

To resolve issues or queries of any sort, a Direct Call facility is provided to the clients by them.

They have the full support of Email and WhatsApp for their clients.

The customers can also connect to seek support from their Relationship Manager at any point in time.

Their Fund Managers can also be called directly at least 5 to 7 times a month.

Sundaram PMS team takes 10 working days for resolving issues.

Sundaram PMS Conclusion

The schemes offered by Sundaram PMS seem to be outperforming their benchmarks. The schemes are crafted finely to meet the investment needs of elite clients who entail focused portfolios.

Their dedicated and dynamic team ensures that the investments made by the client will reap satisfactory results.

Just get rid of all your investment worries as well as queries by getting the best solutions from Sundaram Portfolio Management Services.

Sundaram PMS FAQs

Ques – How can I invest with Sundaram PMS?

Answer – Information relating to the Sundaram PMS investment procedure is provided in the article. If you do so, you will find a small form with some mandatory fields to fill in and the investment details will be further provided once you fill in the fields.

Ques – Who is the current fund manager of Sundaram PMS?

Answer – Mr. Madanagopal Ramu is the Manager of the Fund and plays a key role in the Sundaram PMS Fund Managers team. Madan holds a management degree with 12 years of comprehensive experience in the finance field.

Ques – What is the approx AUM of Sundaram PMS?

Answer – Mr. Madanagopal Ramu oversees an AUM of Sundaram Portfolio Management Services of approximately 7,000 crores. The number of customers dealt with by the Fund Manager is up to 250 + customers with PMS. For a minimum duration of 3 years, both clients choose to invest in Sundaram PMS.

Ques – Where can I check the return or performance of Sundaram PMS?

Answer – Under different heads in this article, you can find all the details. What you need to do is look for the head you are searching for. To make it easier for the customers, the score is also provided in the form of a tabular ranking.

Ques – What are the different strategies used by Sundaram PMS?

Answer – Sundaram PMS house provides widely recognised investment strategies such as Large CAP Strategy, Diversified Strategy and Small-Midcap Strategy. Others are also:

• Sundaram Self-Strategy: The investment target here is prevailing midcap stock investment, with short-term volatility likeliness.
• The Sundaram SISOP Strategy refers to the Sundaram India Secular Opportunities Portfolio, where the object stagnates by investing through sectors and asset classes to achieve stable, low-volatility returns.
• Sundaram Pace Strategy: If we consider the suitability of this investment, it is compatible with investors who through the development of a diversified portfolio, aim at long-term capital growth.
• Sundaram Rising Stars Strategy: The investment focus is geared towards microcap space belonging to stocks, which are beginning in the business cycle and are likely to grow in the mere future to the midcap space.

Ques – Where to find the fee structure and commission rate of Sundaram PMS?

Answer – Data on all of the details of the Sundaram PMS is available in this article. All the suitable heads were also given detailed descriptions and did so in the form of tables and charts. The data supplied on the website can now be easily found to find the fee structure and commission rate of Sundaram PMS.

Ques – How do call or reach Sundaram PMS customer care?

Answer – The Sundaram PMS provides different facilities related to customer care services. They help have the ultimate ease for clients. Facilities such as phone numbers, WhatsApp and email are also provided to access the services.

Ques – What are the benefits of investing with Sundaram PMS?

Answer – The following are the multitude of benefits offered by Sundaram PMS:

• They give all their investors a Top-Up service.
• The customer may access their web services through their online media, which enables all the latest news and information about the portfolio.
• For all transactions that take place in the client account, timely basis arrangements are made by way of Email Updates and SMS Updates.
• The Flexible Investment Plans and Flexible Commission Models are also supported by this PMS home.

Ques – What are the different charges involved with Sundaram PMS?

Answer – To be paid to Sundaram PMS Party, the following charges are required:

• Management Fees-The compensation structure here will be in line with the commission model, the consumer and the PMS team, which is in mutual understanding with both parties.
• Upfront Fees-0.9%-1.5% of the valuation of the asset are the upfront fees paid by the Sundaram PMS team.
• Brokerage fees: Brokerage fees range from 0.009% to 0.019% of the total value of the deal.
• Custodian Charges-The custodian shift fee imposed by the PMS house from its customers is somewhere between 0.2 per cent-0.3 per cent of asset value.
• Depository Charges-This broking house’s PMS depository fee is about 0.10 per cent-0.15 per cent of Asset Value.
• Exit Load Fees-Exit load fees are 0.9 per cent-1.5 per cent the withdrawal value for the amount withdrawn in the portfolio formation period of 1 year.

Ques – Where can I find all the details about Sundaram PMS?

Answer – In the article, we have given you, you can find all the information about the Sundaram PMS. We bear in mind the viability and comprehension of the needs of the consumer. All the data is therefore given in a tabular form with a vivid summary.

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