← Sundaram Alternate Assets LimitedInvestment Approach

FIRST AGGRESSIVE

Managed by P Sudhakar at Sundaram Alternate Assets Limited — DEBT PMS

DebtDiscretionary₹77 Cr AUMSEBI · INP000006271

Performance · vs Benchmark

Trailing returns

Investment approach vs CRISIL Composite Bond Index. Figures >1 year are annualised. Official figures, updated monthly.

FIRST AGGRESSIVECRISIL Composite Bond Index₹1 Cr → ₹1.22 Cr

6M+4.7%

1Y+9.5%

2Y+9.8%

1M+0.2%BM -0.1%α +0.3

3M+2.8%BM +2.4%α +0.4

6M+4.7%BM +2.1%α +2.5

1Y+9.5%BM +5.2%α +4.3

3Y · CAGR0.0%BM 0.0%α 0.0

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

DEBT PMS

Fund manager

PS

P Sudhakar

Emailsudhakarp@sundaramalternates.com

Terms & Turnover

The fine print

BenchmarkCRISIL Composite Bond Index

Service typeDiscretionary

Min investment₹50,00,000

Inception2024 · 2 yrs

IA registered27-05-2024

AUM as of31-08-2026

APMI IA ID1714

Fixed feeAMC - 1.5%

Variable feeAMC 1.5%

Exit load1ST YEAR 3% 2ND YEAR 2% 3RD YEAR 1%

Portfolio turnover151% (1Y) · 9% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.