Sundaram Finance Holding – Like a mutual fund of top notch TVS group auto ancilliary companies

Hi,

Thank you for pointing this information. I have couple of points to add here.

The below screenshot is from the Annual report and I can see that the valuation of investments in last year was 102 crore but it has decreased to 87 crore this year. not sure whether the investment amount was sold or valuation of investment decreased.

And moreover I think this amount is small for any meaningful value unlocking.
Disclaimer: Invested so views may be biased.

Thanks,
Deb