← Sundaram Alternate Assets LimitedInvestment Approach

S.E.L.F

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

EquityDiscretionary₹1,118 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.

S.E.L.FBSE 500 TRI₹1 Cr → ₹15.22 Cr

6M+27.7%

1Y+47.5%

2Y+22.2%

3Y+24.0%

4Y+19.7%

5Y+15.9%

7Y+23.2%

10Y+17.2%

1M+7.7%BM -0.1%α +7.8

3M+7.5%BM +3.9%α +3.7

Approach

The objective

CAPITAL APPRECIATION.

Fund manager

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 registered01-06-2010

AUM as of31-08-2026

APMI IA ID325

Fixed feeAMC : 2.5%

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

Exit load1% FOR 1 YEAR

Portfolio turnover29% (1Y) · 3% (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.

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