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Sundaram Alternates - Rising Stars
Sundaram Alternates - Rising Stars

Sundaram Alternates - Rising Stars

  • Sundaram Alternate Assets Ltd
  • Small Cap
  • 6
    Out of 15*
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Portfolio age16 years, 9 months
-0.46%
1.73%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.34%)
Allocation by Market Cap
Small Cap (90.57%)
Mid Cap (5.09%)
Large Cap (0%)
Sector Holdings
  • Capital Goods27.8%
  • Financial Services24.49%
  • Healthcare22.69%
  • Automobile and Auto Components7.58%
  • Metals & Mining3.11%
Stock Holdings
  • Acutaas Chemicals Limited9.79%
  • TD Power Systems Ltd9.06%
  • MTAR Technologies Limited7.94%
  • Aster DM Healthcare Limited5.3%
  • Kei Industries Ltd.5.09%

PORTFOLIO MANAGERS

Darshan Engineer
  • Manager Rank6 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr41.89%
Profile

Darshan Engineer is an experienced investment professional with over 16 years in financial markets, including 14 years in equities and 2 years in credit ratings. His investment career spans across leading PMS and AIF platforms such as Alchemy Capital, Karma Capital, and Valuequest, with a focus on small and mid-cap strategies. Known for his strong bottom-up research capabilities, Darshan brings deep sectoral expertise across consumer discretionary, auto & auto ancillaries, pharmaceuticals, chemicals, and information technology. His approach combines detailed financial modelling with a strong understanding of business fundamentals. An MBA in Finance from Jamnalal Bajaj Institute of Management Studies and a Computer Science engineer from Mumbai University, Darshan has also held leadership roles in credit research during his stint at CRISIL.

Other Schemes
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Compare
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
17 Out of 27
Fixed Fee
2.50%
Scheme Return
-0.46%
Benchmark Return
1.73%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
253 Out of 278
Fixed Fee
2.50%
Scheme Return
-1.81%
Benchmark Return
1.73%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
22 Out of 23
Fixed Fee
2.50%
Scheme Return
-1.98%
Benchmark Return
1.73%
Sundaram Alternates - SISOP
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
258 Out of 278
Fixed Fee
2.50%
Scheme Return
-2.07%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
Inception Date
Nov 01, 2009
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
12.00%
Profit Sharing
20% Profit Sharing above 12% Hurdle
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INVESTMENT PHILOSOPHY

Objective

To seek long-term capital appreciation with investing in companies that can be termed as small caps.

Investment Approach

- Portfolio is focused on investing in small caps with average market cap of ~ Rs. 5000 cr. - Bottom up approach to stock selection

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
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Compare
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
17 Out of 27
Fixed Fee
2.50%
Scheme Return
-0.46%
Benchmark Return
1.73%
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹1,025.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
No Option
Scheme Return
4.38%
Benchmark Return
1.73%
SageOne - Small Cap Portfolio
AUM (₹ Cr)
₹1,280.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
4.3%
Benchmark Return
1.7%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
No Option
Scheme Return
4.02%
Benchmark Return
1.73%
Nine Rivers Capital - Aurum Small Cap Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 27
Fixed Fee
2.00%
Scheme Return
3.85%
Benchmark Return
1.73%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
3.01%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Sundaram Alternate Assets Ltd
Sundaram Alternate Assets Ltd manages assets worth Rs 5124.55 crores. Its current offering of PMS schemes includes 3 Debt, 1 Small Cap, 2 Multi Cap And Flexi Cap and 1 Mid Cap schemes.

AUM (₹ cr)

5,124.55 (As on Jun, 2026)

Number of Schemes

7
Schemes From This AMC
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FIRST Aggressive Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
13 Out of 23
Fixed Fee
1.50%
Scheme Return
0.72%
Benchmark Return
2.35%
FIRST Moderate Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
15 Out of 23
Fixed Fee
1.00%
Scheme Return
0.6%
Benchmark Return
2.35%
FIRST Conservative Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
18 Out of 23
Fixed Fee
0.75%
Scheme Return
0.57%
Benchmark Return
2.35%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
17 Out of 27
Fixed Fee
2.50%
Scheme Return
-0.46%
Benchmark Return
1.73%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
253 Out of 278
Fixed Fee
2.50%
Scheme Return
-1.81%
Benchmark Return
1.73%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
22 Out of 23
Fixed Fee
2.50%
Scheme Return
-1.98%
Benchmark Return
1.73%
Sundaram Alternates - SISOP
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
258 Out of 278
Fixed Fee
2.50%
Scheme Return
-2.07%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Sundaram Alternates - Rising Stars?
The hurdle rate of Sundaram Alternates - Rising Stars is 12.00%.
What is the fixed fee charged in Sundaram Alternates - Rising Stars ?
The fixed fee charged in Sundaram Alternates - Rising Stars is 2.50%.
What is the variable fee charged in Sundaram Alternates - Rising Stars ?
The variable fee charged in Sundaram Alternates - Rising Stars is 1.50%.
What is the profit sharing in Sundaram Alternates - Rising Stars ?
The profit sharing in Sundaram Alternates - Rising Stars is 20% Profit Sharing above 12% Hurdle.
What is the minimum investment in Sundaram Alternates - Rising Stars ?
The minimum investment in Sundaram Alternates - Rising Stars is ₹50 Lacs
What type of scheme is Sundaram Alternates - Rising Stars?
Sundaram Alternates - Rising Stars is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Sundaram Alternates - Rising Stars?
The inception date of Sundaram Alternates - Rising Stars is Nov 01, 2009.
What is the exit load of Sundaram Alternates - Rising Stars?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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