Specialised Investment Fund · NFO
Sundaram Mutual Fund
Select Equity Ex-Top 100 Long-Short Fund
Equity Ex-Top 100 Long-Short · Open-ended
NFO Period
Live NFO21 Oct 2026 – 04 Nov 2026
11 days left to invest
SMID universe
101–750
Selected between this market-cap range
Portfolio stocks
25–40
A concentrated portfolio to drive alpha
SMID allocation
65–100%
Flexi SMID allocation
Minimum investment
₹10 lakh
₹1 lakh for Accredited Investors
Overview
About the NFO
The Strategy
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. A flexible approach to invest across mid and small cap stocks, with limited short exposure in equity through derivative instruments of Ex-top 100 stocks.
01
Invest in Tomorrow's Market Leaders — access companies beyond the Top 100 with the potential to become tomorrow's large-cap leaders
02
Focus on India's Growth Stories — manufacturing, digitalization, consumption and financial inclusion
03
Opportunity in Both Rising & Falling Stocks — long positions in businesses with strong potential and limited short positions where there is a negative view on a stock
04
Backed by Fund Management Expertise — 20+ years of experience managing mid and small cap funds; fund manager with over 10 years of experience in PMS and AIFs
Strategy
A Seven-Discipline Approach
A structured framework to identify, evaluate and build high-conviction ideas in the Ex-Top 100 universe. Discipline creates opportunity.
Idea Generation & Selection
01 Best 25–40 Ideas
Hand-picked from the mid, small and beyond-500 universe.
02 Growth First
Allocating into mid-cap compounders.
03 Going Beyond Index
Microcap multi-bagger opportunities to add.
Construction & Risk Management
04 Right-Sized Positions
Each idea weighted to conviction and liquidity.
05 Derivatives if Required
Used selectively, within the SIF framework's limits.
06 Cycle-Tested Team
In-house experience of managing market cycles.
07 Disciplined Exits
A clear mechanism for when to sell, not only when to buy.
Based on current views and subject to change from time to time. Others (including debt and money market instruments) up to 10%.
Risk
Risk Profile & Fund Managers
Risk-band of the investment strategy
Investment considerations
Suitable for investors seeking to generate capital appreciation in the long term, through an open-ended investment strategy investing in equity and equity related instruments, with the flexibility to include limited short exposure in equity through derivative instruments of Ex-top 100 stocks.
Who Manages This Fund
Fund Manager
Madanagopal Ramu
Full professional biography not yet published in the fund’s factsheet disclosures.
Fund Manager
Sandeep Agarwal
Full professional biography not yet published in the fund’s factsheet disclosures.
Fund Manager
Shalav Saket
Full professional biography not yet published in the fund’s factsheet disclosures.
Fees & Plan
Costs, Minimums & Access
Minimum Investment
₹10 lakh
₹1 lakh for Accredited Investors
NFO Period
21 Oct 2026 – 04 Nov 2026
Documents
Offer Documents & Disclosures
SIF Disclaimer: Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.
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