Sundaram Alternate Assets Limited • Equity
S.I.T.P is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Dec 2023. It manages ₹10.49 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +30.96% over 1 year (+23.25% since inception). The minimum investment is ₹50 Lakhs. The strategy is managed by Mr Darshan Engineer.
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 | -1.86% |
| 3 Months | +9.34% |
| 1 Year | +30.96% |
| Since Inception | +23.25% |
| management fee | Fixed Fees: 2.50% p.a. |
| performance fee | Variable Fees: Opex: 0.5% |
| 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 callS.I.T.P has a 1-year return of +30.96% and +23.25% since inception. Past performance is not indicative of future results.
S.I.T.P is managed by Mr Darshan Engineer at Sundaram Alternate Assets. The strategy manages ₹10.49 Cr of client assets.
S.I.T.P manages ₹10.49 Cr of client assets.
The fee structure for S.I.T.P includes: management fee: Fixed Fees: 2.50% p.a.; performance fee: Variable Fees: Opex: 0.5%; exit load: 1st Year: 1%.
The minimum investment for S.I.T.P is ₹50 Lakhs.
S.I.T.P was launched on 1 Dec 2023. It has a 2-year track record.
Description
All Sundaram Alternate Assets PMS strategies →Browse all PMS strategies in India →