Sundaram Alternate Assets Limited

Equity · Debt

Mr Karthik AthreyaChief Investment Officer

2008Inception year

₹4,570 CrAssets under management · Aug 2026

20Strategies offered

Assets under management

AUM over time

Total assets under management, month by month — the sum across this house's strategies.

The Line-up

Strategies from this house

Strategy	Category	AUM (₹ Cr)	12M	36M	vs BM
SISOP to generate capital appreciation	Equity	2,097	+38.7	+26.0	+34.0	View details →
S.E.L.F CAPITAL APPRECIATION.	Equity	1,118	+47.5	+24.0	+42.8	View details →
FIRST BESPOKE CAPITAL APPRECIATION AND INCOME GENERATION	Debt	373	+10.1	0.0	+4.9	View details →
Sundaram Voyager Global Portfolio Capital Appreciation	Equity	248	+37.5	+22.6	+32.8	View details →
VOYAGER CAPITAL APPRECIATION	Equity	236	+36.1	+24.4	+31.3	View details →
RISING STAR CAPITAL APPRECIATION	Equity	156	+52.5	+17.7	+47.8	View details →
FIRST MODERATE Capital Appreciation and Income Generation	Debt	114	+8.7	0.0	+3.5	View details →
FIRST AGGRESSIVE DEBT PMS	Debt	77	+9.5	0.0	+4.3	View details →
LIQUID FUND PORTFOLIO CAPITAL APPRECIATION	Debt	63	+4.4	+5.6	-0.8	View details →
QUANT CAPITAL APPRECIATION	Equity	58	+10.2	+9.3	+5.5	View details →
FIRST CONSERVATIVE CAPITAL APPRECIATION AND INTEREST INCOME GENERATION	Debt	19	+7.9	0.0	+2.7	View details →
S.I.T.P To generate Capital Appreciation	Equity	10	+31.0	0.0	+28.0	View details →
SASDC to generate regular income	Debt	10	0.0	0.0	0.0	View details →
SUNOPP CAPITAL APPRECIATION	Equity	7	0.0	0.0	0.0	View details →
SUNIOP CAPITAL APPRECIATION	Equity	0	+2.2	+3.7	-2.5	View details →
ALPHA capital appreciation	Equity	0	-3.6	+5.6	-8.3	View details →
DEDICATED CAPITAL APPRECIATION	Equity	0	0.0	0.0	0.0	View details →
INDIA EQUITY CAPITAL APPRECIATION	Equity	0	0.0	0.0	0.0	View details →
STRATEGIC EQUITY CAPITAL APPRECIATION	Equity	0	0.0	0.0	0.0	View details →
WONDER CAPITAL APPRECIATION	Equity	0	0.0	0.0	0.0	View details →

20 approaches from Sundaram Alternate Assets Limited.Only funds with AUM above ₹100 Cr are listed here; smaller funds remain searchable by name. Official figures, updated monthly.