← Sundaram Alternate Assets LimitedInvestment Approach

INDIA EQUITY

Managed by Mr Karthik Athreya at Sundaram Alternate Assets Limited — CAPITAL APPRECIATION

EquityDiscretionary₹0 Cr AUMSEBI · INP000006271

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Performance · vs Benchmark

Trailing returns

Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.

INDIA EQUITYBSE 500 TRI₹1 Cr → ₹1.00 Cr

1M0.0%BM 0.0%α 0.0

3M0.0%BM 0.0%α 0.0

6M0.0%BM 0.0%α 0.0

1Y0.0%BM 0.0%α 0.0

3Y · CAGR0.0%BM 0.0%α 0.0

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

CAPITAL APPRECIATION

Fund manager

MK

Mr Karthik Athreya

Emailaishwarya@sundaramalternates.com

Terms & Turnover

The fine print

BenchmarkBSE 500 TRI

Service typeDiscretionary

Min investment₹50,00,000

Inception2010 · 16 yrs

IA registered—

AUM as of31-01-2025

APMI IA ID333

Fixed feeAMC : 2.5 %

Variable feeAMC : 1.5 % HURDLE RATE : 10 % PERFORMANCE FEES : 20 %

Exit load1ST YEAR : 1 %

Portfolio turnover—

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.