← Sundaram Alternate Assets LimitedInvestment Approach

S.E.L.F

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

EquityDiscretionary₹1,027 Cr AUMSEBI · INP000006271

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 → ₹14.83 Cr

Disclaimer: Illustrative growth of a ₹1 crore lump sum since inception, based on APMI-reported since-inception returns. For information only — not indicative of future returns. Investment is subject to market risks. Please consult an SEBI registered adviser or APMI registered APRN Holder. Data representation as reported by the Portfolio manager.

6M+27.4%

1Y+32.5%

2Y+21.2%

3Y+23.3%

4Y+22.9%

5Y+17.4%

7Y+20.9%

10Y+17.5%

1M+1.9%BM +1.7%α +0.2

3M+34.8%BM +12.1%α +22.7

6M

Approach

The objective

CAPITAL APPRECIATION.

Fund manager

MK

Mr Karthik Athreya

Emailka@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 of30-06-2026

APMI IA ID325

Fixed feeAMC : 2.5%

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

Exit load1% FOR 1 YEAR

Portfolio turnover26% (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.

+27.4%

BM -3.5%

α +30.9

1Y+32.5%BM -2.0%α +34.4

3Y · CAGR+23.3%BM +12.5%α +10.8

5Y · CAGR+17.4%BM +12.2%α +5.2