Sundaram Alternate Assets Limited • Equity
Sisop is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Feb 2010. As of 30 Sep 2026, it manages ₹2,027 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +25.55% over 1 year, +23.80% over 3 years and +14.52% over 5 years (+18.35% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 14.60 percentage points ahead of its benchmark. Its 3-year return ranks 16th 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: Fortuna One (+24.06%), Alpha Large Cap (+23.90%), Axis Kaizen Portfolio (+23.73%), EverFlow Bespoke (+23.73%).
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 | -6.98% |
| 3 Months | -3.69% |
| 1 Year | +25.55% |
| 3 Years | +23.80% |
| 5 Years | +14.52% |
| Since Inception | +18.35% |
| management fee | Fixed Fees: AMC : 2.5% |
| performance fee | Variable Fees: AMC : 1.5% Hurdle rate : 10% Performance fees : 20% over and above hurdle. |
| 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 callSisop has a 1-year return of +25.55%, a 3-year return of +23.80%, a 5-year return of +14.52% and +18.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Sisop returned +14.52% against +8.91% for the BSE 500 TRI, 5.61 percentage points ahead. Over 3 years it returned +23.80% against +9.20%; Over 1 year it returned +25.55% 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, Sisop's 3-year return of +23.80% ranks 16th as of 30 Sep 2026.
Sisop is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹2,027 Cr of client assets as of 30 Sep 2026.
Sisop manages ₹2,027 Cr of client assets as of 30 Sep 2026.
The fee structure for Sisop includes: management fee: Fixed Fees: AMC : 2.5%; performance fee: Variable Fees: AMC : 1.5% Hurdle rate : 10% Performance fees : 20% over and above hurdle.; exit load: 1st Year 1 %.
The minimum investment for Sisop is ₹50 Lakhs.
Sisop was launched on 1 Feb 2010. It has a 16-year track record.
Description
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