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Sundaram Alternates - Rising Stars
Sundaram Alternates - Rising Stars

Sundaram Alternates - Rising Stars

  • Sundaram Alternate Assets Ltd
  • Small Cap
  • 8
    Out of 14*
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PMS Bazaar
Portfolio age16 years, 7 months
5.73%
-0.17%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.74%)
Allocation by Market Cap
Small Cap (93.14%)
Mid Cap (5.12%)
Large Cap (0%)
Sector Holdings
  • Capital Goods36.82%
  • Healthcare22.97%
  • Financial Services18.92%
  • Automobile and Auto Components6.83%
  • Metals & Mining3.19%
Stock Holdings
  • MTAR Technologies Limited13.59%
  • TD Power Systems Ltd12.99%
  • Acutaas Chemicals Limited11.04%
  • Karur Vysya Bank Ltd.5.26%
  • Kei Industries Ltd.5.12%

bt_logoPORTFOLIO MANAGERS

Darshan Engineer
  • Manager Rank7 Out of 16
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUM3077.8199999999997
  • Highest Return In 1 Yr37.16%
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
  • table
  • Grid
Compare
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
₹1,001.05 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
1 Out of 23
Fixed Fee
2.50%
Scheme Return
8.24%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
Sundaram Alternates - SISOP
AUM (₹ Cr)
₹1,767.53 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
9 Out of 285
Fixed Fee
2.50%
Scheme Return
7.48%
Benchmark Return
-0.17%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹106.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
5.73%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
106.95
(As on May, 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

bt_logoFEE 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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bt_logoINVESTMENT 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

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹106.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
5.73%
Benchmark Return
-0.17%
Green Portfolio - Super 30 Dynamic
AUM (₹ Cr)
₹230.55 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
2.25%
Scheme Return
10.57%
Benchmark Return
-0.17%
NMR Growth Strategy
AUM (₹ Cr)
₹62.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
9.79%
Benchmark Return
-0.17%
Alpha Small Cap
AUM (₹ Cr)
₹7.68 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
2.50%
Scheme Return
5.76%
Benchmark Return
-0.17%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
₹87.91 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 27
Fixed Fee
No Option
Scheme Return
5.76%
Benchmark Return
-0.17%
Qode Growth Fund
AUM (₹ Cr)
₹61.91 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 27
Fixed Fee
2.50%
Scheme Return
5.63%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Sundaram Alternate Assets Ltd
Sundaram Alternate Assets Ltd manages assets worth Rs 4956.75 crores. Its current offering of PMS schemes includes 1 Mid Cap, 2 Multi Cap And Flexi Cap, 1 Small Cap and 3 Debt schemes.

AUM (₹ cr)

4,956.75 (As on May, 2026)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
₹1,001.05 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
1 Out of 23
Fixed Fee
2.50%
Scheme Return
8.24%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
Sundaram Alternates - SISOP
AUM (₹ Cr)
₹1,767.53 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
9 Out of 285
Fixed Fee
2.50%
Scheme Return
7.48%
Benchmark Return
-0.17%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹106.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
5.73%
Benchmark Return
-0.17%
FIRST Aggressive Strategy
AUM (₹ Cr)
₹69.13 Cr
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
12 Out of 22
Fixed Fee
1.50%
Scheme Return
0.43%
Benchmark Return
0.26%
FIRST Moderate Strategy
AUM (₹ Cr)
₹86.20 Cr
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
14 Out of 22
Fixed Fee
1.00%
Scheme Return
0.38%
Benchmark Return
0.26%
FIRST Conservative Strategy
AUM (₹ Cr)
₹12.10 Cr
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
16 Out of 22
Fixed Fee
0.75%
Scheme Return
0.31%
Benchmark Return
0.26%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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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