Sundaram Alternate Assets Limited — PMS strategies
Sundaram Alternate Assets Limited is a SEBI-registered portfolio manager running 14 strategies in our tracker, holding ₹4,129 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 14 strategies from Sundaram Alternate Assets Limited
- SISOPMulticap₹1,865 CrAUM24.9%3Y
- S.E.L.F₹1,027 CrAUM23.3%3Y
- FIRST BESPOKEHybrid₹367 CrAUM—3Y
- Sundaram Voyager Global Portfolio₹245 CrAUM22.4%3Y
- VOYAGER₹218 CrAUM24.3%3Y
- RISING STAR₹121 CrAUM17.9%3Y
- FIRST MODERATEHybrid₹88 CrAUM—3Y
- FIRST AGGRESSIVEHybrid₹71 CrAUM—3Y
- QUANT₹56 CrAUM8.5%3Y
- LIQUID FUND PORTFOLIOHybrid₹46 CrAUM5.7%3Y
- FIRST CONSERVATIVEHybrid₹14 CrAUM—3Y
- S.I.T.P₹11 CrAUM—3Y
- SUNIOP₹0 CrAUM2.7%3Y
- ALPHA₹0 CrAUM5.2%3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.