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Sundaram Alternates - SELF Portfolio

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Sundaram Alternates - SELF Portfolio

Sundaram Alternates - SELF Portfolio

  • Sundaram Alternate Assets Ltd
  • MID CAP
  • 13
    Out of 17*
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Portfolio age 14 years, 9 months
-7.36%
-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.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (86.25%)
CASH AND EQUIVALENT (11.51%)
OTHERS (2.24%)
Allocation by Market Cap
Small Cap (44.13%)
Large Cap (7.63%)
Mid Cap (34.49%)
Sector Holdings
  • Financial Services 26.75%
  • Capital Goods 19.20%
  • Healthcare 11.46%
  • Information Technology 9.59%
  • Consumer Durables 8.51%
Stock Holdings
  • Cash & Cash Equivalents 11.51%
  • Five-Star Business Finance Ltd. 6.44%
  • Five-Star Business Finance Ltd 5.86%
  • Hitachi Energy India Limited 5.63%
  • Coforge Limited 5.37%

PORTFOLIO MANAGERS

Madanagopal Ramu
  • Manager Rank 14 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 4
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 24.50%
Profile

Mr. Madanagopal Ramu is the Fund Manager for PMS with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.3000 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC . He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
2 Out of 25
Fixed Fee
2.50%
Scheme Return
-3.72%
Benchmark Return
-3.43%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
12 Out of 23
Fixed Fee
2.50%
Scheme Return
-7.36%
Benchmark Return
-3.43%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
107 Out of 176
Fixed Fee
2.50%
Scheme Return
-7.52%
Benchmark Return
-3.43%
Sundaram Alternates - SISOP
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
108 Out of 176
Fixed Fee
2.50%
Scheme Return
-7.52%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Sundaram Alternates - Rising Stars
1Out of 4
-3.72%
-3.43%
S&P BSE 500 TRI
SMALL CAP
₹UNDISC. Cr.
Sundaram Alternates - SELF Portfolio
1Out of 4
-7.36%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
Sundaram Alternates - VOYAGER
1Out of 4
-7.52%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Sundaram Alternates - SISOP
1Out of 4
-7.52%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Jun 1, 2010
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
20% Profit Sharing Above 10% Hurdle
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Investment Philosophy

Objective

To seek long-term capital appreciation with investments predominantly in mid and small cap companies.

Investment Approach

- Bet on Sundaram's strength in the mid & small cap space, a differentiated yet concentrated portfolio positioned attractively along the cap curve. - Multi Sector portfolio - Stocks with market cap less than Rs. 500 bn - Identify stocks that are in the early stages of their business cycle and could emerge as tomorrows large cap.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
12 Out of 23
Fixed Fee
2.50%
Scheme Return
-7.36%
Benchmark Return
-3.43%
Marcellus - Rising Giants Portfolio
AUM (₹ Cr)
205.21
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
Scheme Return
-2.16%
Benchmark Return
-3.43%
Concept Investwell - Marvel
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
Scheme Return
-3.89%
Benchmark Return
-3.43%
Emkay - Gems
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.50%
Scheme Return
-4.00%
Benchmark Return
-3.40%
Purnartha - Dynamic Midcap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
No Option
Scheme Return
-4.52%
Benchmark Return
-3.43%
Marcellus - Little Champs
AUM (₹ Cr)
297.38
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
0%
Scheme Return
-4.54%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Sundaram Alternates - SELF Portfolio
1Out of 23
-7.36%
-3.43%
S&P BSE 500 TRI
MID CAP
10%
₹UNDISC. Cr.
Marcellus - Rising Giants Portfolio
1Out of 23
-2.16%
-3.43%
S&P BSE 500 TRI
MID CAP
6% + Benchmark
₹205.21 Cr.
Concept Investwell - Marvel
1Out of 23
-3.89%
-3.43%
S&P BSE 500 TRI
MID CAP
7.00%
₹UNDISC. Cr.
Emkay - Gems
1Out of 23
-4.00%
-3.40%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
Purnartha - Dynamic Midcap Strategy
1Out of 23
-4.52%
-3.43%
S&P BSE 500 TRI
MID CAP
25% or 10%
₹UNDISC. Cr.
Marcellus - Little Champs
1Out of 23
-4.54%
-3.43%
S&P BSE 500 TRI
MID CAP
10.00%
₹297.38 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Sundaram Alternate Assets Ltd
Sundaram Alternate Assets Ltd manages assets worth Rs 3038.13 crores. Its current offering of PMS schemes includes 1 Small Cap, 1 Mid Cap and 2 Multi Cap schemes.

AUM (₹ cr)

3038.13 (As on Jan, 2025)

Number of Schemes

4
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
2 Out of 25
Fixed Fee
2.50%
Strategy Return
-3.72%
Benchmark Return
-3.43%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
12 Out of 23
Fixed Fee
2.50%
Strategy Return
-7.36%
Benchmark Return
-3.43%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
107 Out of 176
Fixed Fee
2.50%
Strategy Return
-7.52%
Benchmark Return
-3.43%
Sundaram Alternates - SISOP
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
108 Out of 176
Fixed Fee
2.50%
Strategy Return
-7.52%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Sundaram Alternates - Rising Stars
1Out of 4
-3.72%
-3.43%
S&P BSE 500 TRI
10%
SMALL CAP
₹UNDISC. Cr.
Sundaram Alternates - SELF Portfolio
1Out of 4
-7.36%
-3.43%
S&P BSE 500 TRI
10%
MID CAP
₹UNDISC. Cr.
Sundaram Alternates - VOYAGER
1Out of 4
-7.52%
-3.43%
S&P BSE 500 TRI
10%
MULTI CAP
₹UNDISC. Cr.
Sundaram Alternates - SISOP
1Out of 4
-7.52%
-3.43%
S&P BSE 500 TRI
10%
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Sundaram Alternates - SELF Portfolio?
The hurdle rate of Sundaram Alternates - SELF Portfolio is 10%.
What is the fixed fee charged in Sundaram Alternates - SELF Portfolio ?
The fixed fee charged in Sundaram Alternates - SELF Portfolio is 2.50%.
What is the variable fee charged in Sundaram Alternates - SELF Portfolio ?
The variable fee charged in Sundaram Alternates - SELF Portfolio is 1.50% .
What is the profit sharing in Sundaram Alternates - SELF Portfolio ?
The profit sharing in Sundaram Alternates - SELF Portfolio is 20% Profit Sharing Above 10% Hurdle.
What is the minimum investment in Sundaram Alternates - SELF Portfolio ?
The minimum investment in Sundaram Alternates - SELF Portfolio is ₹50 Lac
What type of scheme is Sundaram Alternates - SELF Portfolio?
Sundaram Alternates - SELF Portfolio is an Equity scheme. It falls in the MID CAP category.
What is the inception date of Sundaram Alternates - SELF Portfolio?
The inception date of Sundaram Alternates - SELF Portfolio is Jun 1, 2010 .
What is the exit load of Sundaram Alternates - SELF Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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