What is the hurdle rate of Sundaram Alternates - SELF Portfolio?

The hurdle rate of Sundaram Alternates - SELF Portfolio is 12.00%.

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.

Sundaram Alternates - SELF Portfolio

Sundaram Alternate Assets Ltd
Mid Cap

2
Out of 13*
Compare
Share

Portfolio age16 years, 5 months

7.67%

-0.09%

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 31/08/2026)

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 (4.62%)

Allocation by Market Cap

Small Cap (41.5%)

Mid Cap (31.71%)

Large Cap (22.17%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

1117.97

(As on Aug, 2026)

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

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 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.