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Sundaram Alternates - VOYAGER
Sundaram Alternates - VOYAGER

Sundaram Alternates - VOYAGER

  • Sundaram Alternate Assets Ltd
  • Multi Cap AND Flexi Cap
  • 18
    Out of 136*
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PMS Bazaar
Portfolio age9 years, 7 months
8.07%
-0.17%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment₹2.50 Crs
*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 (2.97%)
Allocation by Market Cap
Small Cap (30.45%)
Mid Cap (39.82%)
Large Cap (26.76%)
Sector Holdings
  • Capital Goods41.92%
  • Financial Services20.64%
  • Healthcare12.52%
  • Automobile and Auto Components8.25%
  • Information Technology5.98%
Stock Holdings
  • MTAR Technologies Limited10.5%
  • GE Vernova T&D India Limited7.99%
  • Bharat Heavy Electricals Ltd.4.82%
  • HITACHI ENERGY INDIA LIMITED4.79%
  • Acutaas Chemicals Limited4.77%

bt_logoPORTFOLIO MANAGERS

Darshan Engineer
  • Manager Rank18 Out of 185
    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
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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)
202.29
(As on May, 2026)
Inception Date
Nov 30, 2016
Min. Investment
₹2.50 Crs
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

- Diversified portfolio of 15-25 stocks. - Flexible cap curve allocation - Two buckets of stocks : Structural, Cyclical & turnaround opportunities

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bt_logoPEER ANALYSIS

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Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
White Pine India Emerging Stars
AUM (₹ Cr)
₹463.08 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
6 Out of 285
Fixed Fee
1.80%
Scheme Return
7.81%
Benchmark Return
-2.12%
*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 - VOYAGER?
The hurdle rate of Sundaram Alternates - VOYAGER is 12.00%.
What is the fixed fee charged in Sundaram Alternates - VOYAGER ?
The fixed fee charged in Sundaram Alternates - VOYAGER is 2.50%.
What is the variable fee charged in Sundaram Alternates - VOYAGER ?
The variable fee charged in Sundaram Alternates - VOYAGER is 1.50%.
What is the profit sharing in Sundaram Alternates - VOYAGER ?
The profit sharing in Sundaram Alternates - VOYAGER is 20%profit sharing above 12%hurdle.
What is the minimum investment in Sundaram Alternates - VOYAGER ?
The minimum investment in Sundaram Alternates - VOYAGER is ₹2.50 Crs
What type of scheme is Sundaram Alternates - VOYAGER?
Sundaram Alternates - VOYAGER is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Sundaram Alternates - VOYAGER?
The inception date of Sundaram Alternates - VOYAGER is Nov 30, 2016.
What is the exit load of Sundaram Alternates - VOYAGER?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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