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Sundaram Alternates - SISOP
Sundaram Alternates - SISOP

Sundaram Alternates - SISOP

  • Sundaram Alternate Assets Ltd
  • Multi Cap AND Flexi Cap
  • 28
    Out of 146*
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Portfolio age16 years, 9 months
5.72%
-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 (4.54%)
Allocation by Market Cap
Small Cap (23.65%)
Mid Cap (31.77%)
Large Cap (40.03%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
2097.21
(As on Aug, 2026)
Inception Date
Feb 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

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 generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Investment Approach

- Concentrated Portfolio - Invests across Market caps - "Multi Cap" - Long Term orientation towards portfolio building i.e. >3 years - Invest in business with secular growth opportunities

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Sundaram Alternates - SISOP
AUM (₹ Cr)
₹2,097.21 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
48 Out of 286
Fixed Fee
2.50%
Scheme Return
5.72%
Benchmark Return
-0.09%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*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 5648.64 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Small Cap, 2 Multi Cap And Flexi Cap and 3 Debt schemes.

AUM (₹ cr)

5,648.64 (As on Aug, 2026)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
₹1,117.97 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Mid Cap
Category Rank
1 Out of 22
Fixed Fee
2.50%
Scheme Return
7.67%
Benchmark Return
-0.09%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹156.22 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Small Cap
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
7.03%
Benchmark Return
-0.09%
Sundaram Alternates - SISOP
AUM (₹ Cr)
₹2,097.21 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 286
Fixed Fee
2.50%
Scheme Return
5.72%
Benchmark Return
-0.09%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹235.71 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 286
Fixed Fee
2.50%
Scheme Return
4.52%
Benchmark Return
-0.09%
FIRST Aggressive Strategy
AUM (₹ Cr)
₹76.65 Cr
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
5 Out of 22
Fixed Fee
1.50%
Scheme Return
0.88%
Benchmark Return
-0.05%
FIRST Moderate Strategy
AUM (₹ Cr)
₹113.65 Cr
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
12 Out of 22
Fixed Fee
1.00%
Scheme Return
0.61%
Benchmark Return
-0.05%
FIRST Conservative Strategy
AUM (₹ Cr)
₹18.65 Cr
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category
Debt
Category Rank
16 Out of 22
Fixed Fee
0.75%
Scheme Return
0.4%
Benchmark Return
-0.05%
*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 - SISOP?
The hurdle rate of Sundaram Alternates - SISOP is 12.00%.
What is the fixed fee charged in Sundaram Alternates - SISOP ?
The fixed fee charged in Sundaram Alternates - SISOP is 2.50%.
What is the variable fee charged in Sundaram Alternates - SISOP ?
The variable fee charged in Sundaram Alternates - SISOP is 1.50%.
What is the profit sharing in Sundaram Alternates - SISOP ?
The profit sharing in Sundaram Alternates - SISOP is 20% Profit Sharing Above 12% Hurdle.
What is the minimum investment in Sundaram Alternates - SISOP ?
The minimum investment in Sundaram Alternates - SISOP is ₹50 Lacs
What type of scheme is Sundaram Alternates - SISOP?
Sundaram Alternates - SISOP is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Sundaram Alternates - SISOP?
The inception date of Sundaram Alternates - SISOP is Feb 01, 2010.
What is the exit load of Sundaram Alternates - SISOP?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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