Sundaram Alternate Assets Limited • Equity
Voyager is an equity portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 1 Oct 2011. As of 30 Sep 2026, it manages ₹222 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +24.32% over 1 year, +22.31% over 3 years and +13.70% over 5 years (+14.81% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 13.11 percentage points ahead of its benchmark. Its 3-year return ranks 25th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹2.5 Crore. The strategy is managed by Mr Karthik Athreya.
Ranked nearby on 3-year return: Carnelian Bespoke Portfolio (+22.45%), Dynamic Investment Approach (+22.42%), Ace Ten Trillion Opportunities (+21.84%), FCI LLP Wealth Optimizer II (+21.72%).
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 | -6.73% |
| 3 Months | -4.27% |
| 1 Year | +24.32% |
| 3 Years | +22.31% |
| 5 Years | +13.70% |
| Since Inception | +14.81% |
| management fee | Fixed Fees: AMC : 2.5% |
| performance fee | Variable Fees: AMC: 1.5% HURDLE : 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 callVoyager has a 1-year return of +24.32%, a 3-year return of +22.31%, a 5-year return of +13.70% and +14.81% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Voyager returned +13.70% against +8.91% for the BSE 500 TRI, 4.79 percentage points ahead. Over 3 years it returned +22.31% against +9.20%; Over 1 year it returned +24.32% 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, Voyager's 3-year return of +22.31% ranks 25th as of 30 Sep 2026.
Voyager is managed by Mr Karthik Athreya at Sundaram Alternate Assets. The strategy manages ₹222 Cr of client assets as of 30 Sep 2026.
Voyager manages ₹222 Cr of client assets as of 30 Sep 2026.
The fee structure for Voyager includes: management fee: Fixed Fees: AMC : 2.5%; performance fee: Variable Fees: AMC: 1.5% HURDLE : 10% PERFORMANCE FEES : 20%; exit load: 1ST YEAR 1%.
The minimum investment for Voyager is ₹2.5 Crore.
Voyager was launched on 1 Oct 2011. It has a 14-year track record.
Description
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