Select Equity Ex-Top 100 Long-Short Fund

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Select Equity Ex-Top 100 Long-Short Fund

An open-ended equity investment strategy investing in equity and equity related securities, with the flexibility to dynamically adjust exposure across the top 100 stocks.

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Risk Level

Level 5 | High Risk

Fund Managers
Madanagopal Ramu

Madanagopal Ramu

Sandeep Agarwal

Sandeep Agarwal

Shalav Saket

Shalav Saket

KEY DOCUMENTS

Presentation
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One Sheeter
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SID
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KIM
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Application Form
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Declaration Form
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Explore the Fund

Madanagopal Ramu video preview

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Select Equity Ex-Top 100 SIF by Sundaram Mutual | Inside the Investment Strategy

In this conversation, Ritwik Sinha, Product Head at Sundaram Mutual, speaks with our Senior Fund Manager Madanagopal Ramu about Sundaram Select Ex Top 100 SIF, its concentrated stock selection approach across mid, small and micro caps, the role of derivatives, and the growth opportunities shaping its investment approach.

Explore the Fund

Key Features

Fund Positioning

SMID-cap

A flexible approach to invest across mid and small cap stocks

SMID Universe

101-750

Selected between this market cap.

Portfolio Stocks

25-40

A concentrated portfolio to drive alpha

SMID Allocation

65-100%

Flexi SMID Allocation

Others

10%

A concentrated portfolio to drive alpha

Investment Approach

A seven-discipline approach

A structured framework to identify, evaluate and build
high-conviction ideas in the ExTop 100 universe

Investment Approach
Fund Manager Explainer Video

Featuring lead portfolio manager Marcus Vance. Learn how we actively manage risk profiles and tail-hedging strategies in changing market environments. (3m 42s)

Why Invest in this Fund?

Invest in Tomorrow's Market Leaders

Access companies beyond the Top 100 with the potential to become tomorrow's large-cap leaders.

Focus on India's Growth Stories

Invest in businesses positioned to benefit from structural themes such as manufacturing, digitalization, consumption, and financial inclusion.

Opportunity in Both Rising & Falling Stocks

Take long positions in businesses with strong potential and limited short positions when there is a negative view on a stock.

Flexibility Within a Regulated SIF Structure

Access investment strategies earlier available only via alternative investments, with mutual fund tax treatment and daily NAV disclosure.

Backed by Fund Management Expertise

Benefit from 20+ years of experience in managing mid and small cap mutual funds and with the fund manager having over 10 years experience in PMS and AIFs.

Where Tomorrow's Winners Often Begin

Invest across mid, small and beyond-500 companies—segments where 9 in 10 of the decade's five-fold gainers began outside the Top 100, with revenue growing 2X in six years. (Source: In-house analysis)

Madanagopal Ramu video preview

Watch Video

Watch: Select Equity Ex-Top 100 SIF by Sundaram Mutual | Inside the Investment Strategy

In this conversation, Ritwik Sinha, Product Head at Sundaram Mutual, speaks with our Senior Fund Manager Madanagopal Ramu about Sundaram Select Ex Top 100 SIF, its concentrated stock selection approach across mid, small and micro caps, the role of derivatives, and the growth opportunities shaping its investment approach.

Fund Details

Benchmark Name Nifty Mid Smallcap 400 TRI
Investment Plan Direct, Regular
Category Growth, IDCW - Reinvestment & Payout
Minimum Investment Amount & Threshold ₹ 10,00,000/- and multiples of Re. 1/- thereafter
Minimum Investment Amount (Accredited Investors) ₹ 1,00,000/- and multiples of Re. 1/- thereafter.

  • If the units are redeemed/switched out on or before 365 days from the date of allotment - 1% of the applicable NAV.
  • If the units are redeemed/switched out after 365 days from the date of allotment - Nil.

Units allotted on reinvestment of IDCWs shall not be subject to load.

No exit load shall be levied in case of switch of units from Direct Plan to Regular Plan and vice versa.

However, after the switch, exit load under the investment strategy prevailing on the date of switch shall apply for subsequent redemptions/switch out from the investment strategy.

Bonus Units and Units issued on reinvestment of IDCWs shall not be subject to exit load.

Fund Managers
Madanagopal Ramu

Madanagopal Ramu

Sandeep Agarwal

Sandeep Agarwal

Shalav Saket

Shalav Saket

Product Label