Sundaram Alternate Assets PMS strategies
Sundaram Alternate Assets runs 16 portfolio management strategies listed with APMI, managing ₹4,367 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Sisop | Equity | Mr Karthik Athreya | ₹2,027 Cr | +23.80% | +14.60 pts | 2.5% fixed or 1.5% + 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| S.E.L.F | Equity | Mr Karthik Athreya | ₹1,066 Cr | +22.49% | +13.29 pts | 2.5% fixed or 1.5% + 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| First Bespoke | Debt | — | ₹391 Cr | — | — | — | ₹50 Lakhs | — |
| Sundaram Voyager Global Portfolio | Equity | Mr Karthik Athreya | ₹231 Cr | +20.50% | +11.30 pts | 2.5% fixed | ₹50 Lakhs | Sep 2026 |
| Voyager | Equity | Mr Karthik Athreya | ₹222 Cr | +22.31% | +13.11 pts | 2.5% fixed or 1.5% + 20% of profits over 10% | ₹2.5 Crore | Sep 2026 |
| Rising Star | Equity | Mr Karthik Athreya | ₹174 Cr | +18.05% | +8.85 pts | 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| First Moderate | Debt | — | ₹78.15 Cr | — | — | — | ₹50 Lakhs | — |
| First Aggressive | Debt | — | ₹66.99 Cr | — | — | — | ₹50 Lakhs | — |
| Quant | Equity | Mr Karthik Athreya | ₹55.31 Cr | +6.54% | -2.66 pts | 2.5% fixed or 1.5% + 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Liquid Fund Portfolio | Debt | — | ₹25.57 Cr | +5.75% | — | — | ₹50 Lakhs | — |
| First Conservative | Debt | — | ₹11.89 Cr | — | — | — | ₹50 Lakhs | — |
| S.I.T.P | Equity | Mr Darshan Engineer | ₹10.49 Cr | — | — | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | — |
| Sunopp | Equity | — | ₹7.12 Cr | +9.93% | — | — | ₹50 Lakhs | — |
| Suniop | Equity | Mr Karthik Athreya | ₹0.45 Cr | +1.69% | -7.51 pts | 2.5% fixed or 1.5% + 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Dedicated | Equity | — | — | +19.55% | — | — | ₹50 Lakhs | — |
| Wonder | Equity | — | — | +18.31% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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