Sundaram Alternate Assets Limited • Equity
Quant is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Aug 2008. As of 30 Sep 2026, it manages ₹55.31 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.71% over 1 year, +6.54% over 3 years and +7.22% over 5 years (+8.39% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.66 percentage points behind of its benchmark. Its 3-year return ranks 374th 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: Decennium Opportunity Port -NRI (+6.68%), Growth Plus Value Investing (+6.58%), Concept Sepcial (+6.52%), NS Multicap Advised Model Portfolio - PMS-Shreyas PMS (+6.49%).
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 | -5.46% |
| 3 Months | -2.08% |
| 1 Year | +2.71% |
| 3 Years | +6.54% |
| 5 Years | +7.22% |
| Since Inception | +8.39% |
| 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 callQuant has a 1-year return of +2.71%, a 3-year return of +6.54%, a 5-year return of +7.22% and +8.39% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Quant returned +7.22% against +8.91% for the BSE 500 TRI, 1.69 percentage points behind. Over 3 years it returned +6.54% against +9.20%; Over 1 year it returned +2.71% 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, Quant's 3-year return of +6.54% ranks 374th as of 30 Sep 2026.
Quant is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹55.31 Cr of client assets as of 30 Sep 2026.
Quant manages ₹55.31 Cr of client assets as of 30 Sep 2026.
The fee structure for Quant 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 Quant is ₹50 Lakhs.
Quant was launched on 1 Aug 2008. It has an 18-year track record.
Description
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