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Sundaram Alternates - SELF Portfolio
Sundaram Alternates - SELF Portfolio

Sundaram Alternates - SELF Portfolio

  • Sundaram Alternate Assets Ltd
  • Mid Cap
  • 8
    Out of 14*
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Portfolio age15 years, 7 months
2.22%
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 (1.89%)
Allocation by Market Cap
Small Cap (48.02%)
Mid Cap (39.64%)
Large Cap (10.45%)
Sector Holdings
  • Capital Goods35.23%
  • Financial Services31.17%
  • Healthcare12%
  • Automobile and Auto Components6.39%
  • Consumer Durables5.21%
Stock Holdings
  • TD Power Systems Ltd7.85%
  • Hitachi Energy India Limited7.03%
  • Coforge Limited4.92%
  • Kei Industries Ltd.4.88%
  • Bharat Heavy Electricals Ltd.4.69%

bt_logoPORTFOLIO MANAGERS

Darshan Engineer
  • Manager Rank7 Out of 17
    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
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Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
4 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
44 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
82 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
Jun 01, 2010
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 investments predominantly in mid and small cap companies.

Investment Approach

- Bet on Sundaram's strength in the mid & small cap space, a differentiated yet concentrated portfolio positioned attractively along the cap curve. - Multi Sector portfolio - Stocks with market cap less than Rs. 500 bn - Identify stocks that are in the early stages of their business cycle and could emerge as tomorrows large cap.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
2.22%
Benchmark Return
0.96%
Abans - Smart Beta Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
7.29%
Benchmark Return
0.96%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
1.50%
Scheme Return
4.62%
Benchmark Return
0.96%
Ambit Investment Advisors - Good and Clean India Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
2.41%
Benchmark Return
0.96%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
1.07%
Benchmark Return
0.96%
UNIFI - BCAD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 21
Fixed Fee
2.00%
Scheme Return
0.96%
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
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Compare
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
4 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
44 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
82 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 - SELF Portfolio?
The hurdle rate of Sundaram Alternates - SELF Portfolio is 12%.
What is the fixed fee charged in Sundaram Alternates - SELF Portfolio ?
The fixed fee charged in Sundaram Alternates - SELF Portfolio is 2.50%.
What is the variable fee charged in Sundaram Alternates - SELF Portfolio ?
The variable fee charged in Sundaram Alternates - SELF Portfolio is 1.50%.
What is the profit sharing in Sundaram Alternates - SELF Portfolio ?
The profit sharing in Sundaram Alternates - SELF Portfolio is 20% Profit Sharing Above 12% Hurdle.
What is the minimum investment in Sundaram Alternates - SELF Portfolio ?
The minimum investment in Sundaram Alternates - SELF Portfolio is ₹50 Lacs
What type of scheme is Sundaram Alternates - SELF Portfolio?
Sundaram Alternates - SELF Portfolio is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Sundaram Alternates - SELF Portfolio?
The inception date of Sundaram Alternates - SELF Portfolio is Jun 01, 2010.
What is the exit load of Sundaram Alternates - SELF Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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