Sundaram Alternate Assets Limited • Equity
Suniop is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Aug 2017. As of 30 Sep 2026, it manages ₹0.45 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.41% over 1 year, +1.69% over 3 years and +2.63% over 5 years (+7.44% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 7.51 percentage points behind of its benchmark. Its 3-year return ranks 454th 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: ASK Indian Entrepreneur Portfolio (+1.75%), Mojo Power (+1.73%), NAFA Wealth Builder Portfolio (+1.65%), Kunvarji Finstock Private Limited (+1.56%).
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 | -2.18% |
| 1 Year | -3.41% |
| 3 Years | +1.69% |
| 5 Years | +2.63% |
| Since Inception | +7.44% |
| 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 callSuniop has a 1-year return of -3.41%, a 3-year return of +1.69%, a 5-year return of +2.63% and +7.44% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Suniop returned +2.63% against +8.91% for the BSE 500 TRI, 6.28 percentage points behind. Over 3 years it returned +1.69% against +9.20%; Over 1 year it returned -3.41% 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, Suniop's 3-year return of +1.69% ranks 454th as of 30 Sep 2026.
Suniop is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹0.45 Cr of client assets as of 30 Sep 2026.
Suniop manages ₹0.45 Cr of client assets as of 30 Sep 2026.
The fee structure for Suniop 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 Suniop is ₹50 Lakhs.
Suniop was launched on 1 Aug 2017. It has a 9-year track record.
Description
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