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Sundaram Alternates - Rising Stars
Sundaram Alternates - Rising Stars

Sundaram Alternates - Rising Stars

  • Sundaram Alternate Assets Ltd
  • Small Cap
  • 12
    Out of 12*
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Portfolio age16 years, 1 month
-0.73%
0.96%
Hurdle Rate**12%
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 30/11/2025)
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 (6.98%)
Allocation by Market Cap
Small Cap (87.56%)
Mid Cap (5.46%)
Large Cap (0%)
Sector Holdings
  • Capital Goods29.57%
  • Financial Services22.38%
  • Healthcare19.69%
  • Automobile and Auto Components5.72%
  • Consumer Durables3.82%
Stock Holdings
  • TD Power Systems Ltd10.69%
  • MTAR Technologies Limited8%
  • Acutaas Chemicals Limited7.98%
  • Cash & Cash Equivalents6.98%
  • Ujjivan Small Finance Bank Limited6.2%

bt_logoPORTFOLIO MANAGERS

Darshan Engineer
  • Manager Rank12 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr17.12%
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)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
2.22%
Benchmark Return
0.96%
Sundaram Alternates - SISOP
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
42 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
81 Out of 259
Fixed Fee
2.50%
Scheme Return
0.87%
Benchmark Return
0.96%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.73%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 2025)
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%
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)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.73%
Benchmark Return
0.96%
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹4,063.58 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
3.31%
Benchmark Return
1.92%
Equirus - Long Horizon Fund
AUM (₹ Cr)
₹387.49 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
2.50%
Scheme Return
2.16%
Benchmark Return
0.96%
Hem securities - India Rising SME Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
No Option
Scheme Return
0.13%
Benchmark Return
0.86%
Transformative Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.4%
Benchmark Return
0.96%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 28
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
*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 4025.98 crores. Its current offering of PMS schemes includes 1 Mid Cap, 2 Multi Cap And Flexi Cap, 3 Debt and 1 Small Cap schemes.

AUM (₹ cr)

4,025.98 (As on Nov, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
2.22%
Benchmark Return
0.96%
Sundaram Alternates - SISOP
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
42 Out of 259
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
81 Out of 259
Fixed Fee
2.50%
Scheme Return
0.87%
Benchmark Return
0.96%
FIRST Aggressive Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
8 Out of 15
Fixed Fee
1.50%
Scheme Return
0.76%
Benchmark Return
0.38%
FIRST Moderate Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
9 Out of 15
Fixed Fee
1.00%
Scheme Return
0.74%
Benchmark Return
0.38%
FIRST Conservative Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
10 Out of 15
Fixed Fee
0.75%
Scheme Return
0.67%
Benchmark Return
0.38%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.73%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Sundaram Alternates - Rising Stars?
The hurdle rate of Sundaram Alternates - Rising Stars is 12%.
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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