Sundaram Alternates - Rising Stars

Sundaram Alternate Assets Ltd
SMALL CAP

12

Out of 12*
Compare
Share

Portfolio age 15 years, 4 months

-3.72%

-3.43%

Hurdle Rate** 10.00%

Fixed fee 2.50%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (77.54%)

CASH AND EQUIVALENT (22.46%)

Allocation by Market Cap

Small Cap (77.54%)

Sector Holdings

Financial Services 23.21%
Healthcare 16.37%
Capital Goods 13.28%
Information Technology 7.20%
Automobile and Auto Components 6.76%

Stock Holdings

Cash & Cash Equivalents 22.46%
Five-Star Business Finance Ltd 6.16%
Ami Organics Limited 5.93%
Neuland Laboratories Limited. 5.57%
Neuland Laboratories Limited 5.20%

PORTFOLIO MANAGERS

Prashant Kutty

Manager Rank 13 Out of 14
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr 0.44%

Profile

Mr. Prashant Kutty is the Assistant Fund Manager for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) Category III with over 15 years of experience in the equity research domain with a focus on financial analysis and business assessment and is actively managing funds for the last 1 year. He has closely tracked the Consumption sector for over 10 years and has a special affinity for identifying mid and small-cap stocks. He is well-versed in financial modeling and valuations. He has astute business acumen and understanding across sectors & likes playing with numbers He has worked with top-tier capital market companies like HDFC Securities, Standard chartered securities, and Emkay securities before a 6-year current stint in Sundaram Mutual Fund. Prashant holds a Management degree from BVIMSR, Mumbai University.

Other Schemes

1M 3M 6M 1Y 3Y 5Y