Sundaram Alternate Assets Limited • Equity
Alpha is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Feb 2014. As of 30 Sep 2026, it manages ₹0.43 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -5.31% over 1 year, +2.68% over 3 years and +3.82% over 5 years (+8.07% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.52 percentage points behind of its benchmark. Its 3-year return ranks 444th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr Karthik Athreya.
Ranked nearby on 3-year return: Concept Legend (+2.72%), Proud Portfolio (+2.72%), ALPHA MUTUAL F-of-F (+2.49%), ASK Edge Portfolio (+2.08%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.92% |
| 3 Months | -0.67% |
| 1 Year | -5.31% |
| 3 Years | +2.68% |
| 5 Years | +3.82% |
| Since Inception | +8.07% |
| management fee | Fixed Fees: AMC : 2.5 % |
| performance fee | Variable Fees: AMC : 1.5% HURDLE RATE : 10% PERFORMANCE FEES : 20 % |
| exit load | 1ST YEAR : 1 % |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAlpha has a 1-year return of -5.31%, a 3-year return of +2.68%, a 5-year return of +3.82% and +8.07% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Alpha returned +3.82% against +8.91% for the BSE 500 TRI, 5.09 percentage points behind. Over 3 years it returned +2.68% against +9.20%; Over 1 year it returned -5.31% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Alpha's 3-year return of +2.68% ranks 444th as of 30 Sep 2026.
Alpha is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹0.43 Cr of client assets as of 30 Sep 2026.
Alpha manages ₹0.43 Cr of client assets as of 30 Sep 2026.
The fee structure for Alpha includes: management fee: Fixed Fees: AMC : 2.5 %; performance fee: Variable Fees: AMC : 1.5% HURDLE RATE : 10% PERFORMANCE FEES : 20 %; exit load: 1ST YEAR : 1 %.
The minimum investment for Alpha is ₹50 Lakhs.
Alpha was launched on 1 Feb 2014. It has a 12-year track record.
Description
All Sundaram Alternate Assets PMS strategies →Browse all PMS strategies in India →