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 own subsidiary of India’s one of the oldest and most respected NBFCs – Sundaram Finance Limited.

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


Sundaram PMS – Customer Ratings & Review

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

Sundaram PMS Ratings
Returns Performance 3.5 / 5
Services 3.4 / 5
Charges 3.5 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.4 / 5
Overall Ratings 3.4 / 5
Star Ratings ★★★★★

Overview of Sundaram Portfolio Management Services

Let us quickly run down through the particulars of Sundaram PMS

Overview
Company Type Private
Registered Location Chennai, Tamil Nadu
Leadership Harsha Viji
Yr. of Establishment 1996

Sundaram PMS

The foundation of Sundaram PMS group which is a private company was laid by Ms. Harsha Viji in the year 1996. Their head-quarters 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

Types of PMS
Discretionary Yes
Non-Discretionary Yes

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 set 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:

Fund Manager’s Details
Name Madanagopal Ramu
Experience 12 Years
Highest Qualification MBA
AUM (in Cr.) Approx 7,000 Cr.
Number of Clients 250+
Investment Tenure Minimum 3 yr.

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 12 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 3 years.


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Sundaram PMS Strategies

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

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

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 practiced by Sundaram PMS house viz: –

Sundaram India Secular Opportunities (SISOP)

This strategy aims at concentrating on high conviction stocks.

Sundaram Midcap Strategy

This strategy aims at focussing on Midcap companies.

Sundaram Pace Strategy

Here the aim is to deal with companies that have good growth prospects.

Sundaram Smallcap Cap Strategy

This strategy aims to help their investors in gaining optimal results by choosing only those companies that are growing at 1.5 times GDP with good return ratios, low leverage and strong management.

Sundaram India Growth (SIGP)

This strategy aims to gain capital appreciation by making investments in high growth stocks.

Sundaram Healthcare Strategy

Here the aim is to pick hands only on Healthcare related stocks outperforming CNX 500.

Sundaram Microcap Strategy

This strategy aims at capturing the Microcap companies.

Sundaram Auto and Ancillary Strategy

Here the aim is to work towards Auto and ancillary stocks to outperform CNX 500.

Sundaram Opportunities Strategy

This strategy aims to acquire Capital growth through financial sector companies.


Sundaram PMS Returns / Performance

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

Returns (CAGR)
3 Year 11%
5 Year 7%
7 Year 9%
10 Year 13%
11 Year Plus 15%

Every client expects to get a good rate of return for their investments. In a period of 3 Years the returns offered by Sundaram PMS is 11%, for 5 years the rate is 7%.

Returns performance for 7 years it is 9%, for 10 years it is 13% and for 11 plus years the rate of return is 15% CAGR.

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


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Sundaram PMS Investment Plans

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

Investment Plans
Bronze (25L – 50L) Yes
Silver (50L – 1 Cr.) Yes
Gold (1 Cr. – 5 Cr.) Yes
Platinum (5 Cr. Plus) Yes

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 minimum Rs.25 Lakh.

This minimal value of 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 Bronze plan is INR 25 Lakh and goes up to INR 50 Lakh. Silver Plan is available for the range of Rs.50 Lakh up to Rs.1 Crore.

You can seal their Gold plan by investing in between Rs.1 Crore up to Rs.5 Crore. If you have the capacity to 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:

Commission / Fees Structure
Prepaid Commission Yes
Volume% Commission Yes
Profit Sharing% Commission Yes

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 prior to the commencement of the actual tenure.

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

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.55% of Investment
Investment  – 50L – 1 Cr. 1.45% of Investment
Investment – 1 Cr. – 5 Cr. 1.25% of Investment
Investment – 5 Cr. Plus 1.05% of Investment

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

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

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

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.15% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.14% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.12% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.10% of Total Transaction Volume

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

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

If your transaction value is in between Rs.50 Lakh to Rs.1 Crore, then 0.14% of 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 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.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 25% of Profit
Profit Amount – 5L – 10L 23% of Profit
Profit Amount – 10L – 50L 20% of Profit
Profit Amount – 50L Plus 17% of Profit

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 in between Rs.5 Lakh to Rs.10 Lakh.

If your profit scales up somewhere around in 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 a number of 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:

Charges
Management Fees As per commission model
Upfront Fees 0.9% – 1.5% of Asset Value
Brokerage Charges 0.009% – 0.019% of Total Transaction Value
Custodian Charges 0.2% – 0.3% of Asset Value
Depository Charges 0.10% – 0.15% of Asset Value
Exit Load – within 12 months 0.9% – 1.5% of Withdrawal Value
Exit Load – post 12 months Free or 0.4% of Withdrawal Value

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 fees that is charged by Sundaram PMS team.

Brokerage Charges – The Brokerage charges would range in between 0.009% – 0.019% of 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 in between 0.10% – 0.15% of Asset Value.

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

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


Sundaram PMS Benefits

This table explains you the benefits of Sundaram Portfolio Management Services:

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

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 that 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 clients account.

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

Sundaram PMS house is bagged with a massive experience in Portfolio Management Services for 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:

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
Relationship Manager Support Yes
Call to Fund Manager Yes – 5 to 7 Times a month
Issue Resolving TAT 10 working days

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

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

They have full support of Email and Watsapp for their clients.

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

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

Sundaram PMS team takes 10 working days for resolving issues.


Sundaram PMS Conclusion

The schemes offered by Sundaram PMS seems to be out performing 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 best solutions from Sundaram Portfolio Management Services.


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Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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