Sundaram Alternate Assets Limited • Equity
Rising Star is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Nov 2009. As of 30 Sep 2026, it manages ₹174 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +43.65% over 1 year, +18.05% over 3 years and +15.06% over 5 years (+15.30% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 8.85 percentage points ahead of its benchmark. Its 3-year return ranks 61st 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: Growth Mantra Fund (+18.10%), Badjate Multicap Fund (+18.06%), India Rising SME Stars (+17.98%), Carnelian Shift Strategy (+17.89%).
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 | -2.82% |
| 3 Months | +3.60% |
| 1 Year | +43.65% |
| 3 Years | +18.05% |
| 5 Years | +15.06% |
| Since Inception | +15.30% |
| management fee | Fixed Fees: AMC : 2.5 % |
| performance fee | Variable Fees: AMC : 1.5% HURDLE RATE : 10% PERFROMANCE 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 callRising Star has a 1-year return of +43.65%, a 3-year return of +18.05%, a 5-year return of +15.06% and +15.30% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Rising Star returned +15.06% against +8.91% for the BSE 500 TRI, 6.15 percentage points ahead. Over 3 years it returned +18.05% against +9.20%; Over 1 year it returned +43.65% 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, Rising Star's 3-year return of +18.05% ranks 61st as of 30 Sep 2026.
Rising Star is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹174 Cr of client assets as of 30 Sep 2026.
Rising Star manages ₹174 Cr of client assets as of 30 Sep 2026.
The fee structure for Rising Star includes: management fee: Fixed Fees: AMC : 2.5 %; performance fee: Variable Fees: AMC : 1.5% HURDLE RATE : 10% PERFROMANCE FEES : 20%; exit load: 1ST YEAR : 1 %.
The minimum investment for Rising Star is ₹50 Lakhs.
Rising Star was launched on 1 Nov 2009. It has a 16-year track record.
Description
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