Sundaram Alternate Assets Limited — PMS strategies

Sundaram Alternate Assets Limited is a SEBI-registered portfolio manager running 15 strategies in our tracker, holding ₹4,469 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 15 strategies from Sundaram Alternate Assets Limited

• SISOPMulticap₹2,027 CrAUM23.8%3Y
• S.E.L.F₹1,066 CrAUM22.5%3Y
• FIRST BESPOKEHybrid₹374 CrAUM—3Y
• Sundaram Voyager Global Portfolio₹231 CrAUM20.5%3Y
• VOYAGER₹222 CrAUM22.3%3Y
• RISING STAR₹174 CrAUM18.1%3Y
• FIRST MODERATEHybrid₹115 CrAUM—3Y
• FIRST AGGRESSIVEHybrid₹78 CrAUM—3Y
• LIQUID FUND PORTFOLIOHybrid₹62 CrAUM5.6%3Y
• QUANT₹55 CrAUM6.5%3Y
• SASDCHybrid₹30 CrAUM—3Y
• FIRST CONSERVATIVEHybrid₹23 CrAUM—3Y
• S.I.T.P₹10 CrAUM—3Y
• SUNIOP₹0 CrAUM1.7%3Y
• ALPHA₹0 CrAUM2.7%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 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.