Sundaram Alternate Assets Limited • Equity
S.E.L.F is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Jun 2010. As of 30 Sep 2026, it manages ₹1,066 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +33.73% over 1 year, +22.49% over 3 years and +13.53% over 5 years (+17.97% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 13.29 percentage points ahead of its benchmark. Its 3-year return ranks 22nd 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: White Truffle (+22.64%), InCred Healthcare Portfolio (+22.55%), Carnelian Bespoke Portfolio (+22.45%), Dynamic Investment Approach (+22.42%).
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 | -6.26% |
| 3 Months | -1.07% |
| 1 Year | +33.73% |
| 3 Years | +22.49% |
| 5 Years | +13.53% |
| Since Inception | +17.97% |
| management fee | Fixed Fees: AMC : 2.5% |
| performance fee | Variable Fees: AMC : 1.5% HURDLE RATE : 10% PERFORMANCE FEES : 20% |
| exit load | 1% FOR 1 YEAR |
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 callS.E.L.F has a 1-year return of +33.73%, a 3-year return of +22.49%, a 5-year return of +13.53% and +17.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, S.E.L.F returned +13.53% against +8.91% for the BSE 500 TRI, 4.62 percentage points ahead. Over 3 years it returned +22.49% against +9.20%; Over 1 year it returned +33.73% 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, S.E.L.F's 3-year return of +22.49% ranks 22nd as of 30 Sep 2026.
S.E.L.F is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹1,066 Cr of client assets as of 30 Sep 2026.
S.E.L.F manages ₹1,066 Cr of client assets as of 30 Sep 2026.
The fee structure for S.E.L.F includes: management fee: Fixed Fees: AMC : 2.5%; performance fee: Variable Fees: AMC : 1.5% HURDLE RATE : 10% PERFORMANCE FEES : 20%; exit load: 1% FOR 1 YEAR.
The minimum investment for S.E.L.F is ₹50 Lakhs.
S.E.L.F was launched on 1 Jun 2010. It has a 16-year track record.
Description
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