Sundaram Alternate Assets Limited
Equity, Debt · 18 investment approaches
Total AUM
₹3.4K Cr
Years Active
17.6
AUM Change (3M)
+4.1%
AUM Change (1Y)
+45.9%
Min Investment
₹50L
Schemes
18
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
RISING STAR | Equity | ₹83 Cr | +6.54% | +36.19% | +15.73% | +14.18% | 0.58 |
S.E.L.F | Equity | ₹842 Cr | +6.91% | +35.79% | +22.62% | +17.35% | 1.06 |
SISOP | Equity | ₹1.5K Cr | +7.43% | +35.09% | +24.15% | +18.06% | 1.15 |
Sundaram Voyager Global Portfolio | Equity | ₹193 Cr | +7.42% | +30.26% | +21.28% | +18.98% | 0.02 |
DEDICATED | Equity | — | +73.31% | +29.24% | +19.55% | +14.10% | 0.42 |
S.I.T.P | Equity | ₹9 Cr | +6.82% | +28.50% | — | +18.47% | 0.76 |
VOYAGER | Equity | ₹173 Cr | +6.64% | +28.42% | +23.17% | +14.01% | 1.04 |
QUANT | Equity | ₹60 Cr | +3.02% | +22.29% | +13.04% | +8.99% | 0.61 |
INDIA EQUITY | Equity | — | -5.85% | +21.04% | +12.58% | +15.51% | -0.22 |
FIRST BESPOKE | Debt | ₹405 Cr | +0.94% | +10.94% | — | +10.90% | — |
SUNIOP | Equity | ₹0 Cr | -1.88% | +9.82% | +7.55% | +8.56% | 0.11 |
FIRST MODERATE | Debt | ₹73 Cr | +0.84% | +9.81% | — | +10.02% | — |
FIRST AGGRESSIVE | Debt | ₹62 Cr | +0.84% | +9.64% | — | +10.89% | — |
FIRST CONSERVATIVE | Debt | ₹10 Cr | +0.76% | +9.12% | — | +9.13% | — |
LIQUID FUND PORTFOLIO | Debt | ₹22 Cr | +0.35% | +5.38% | +6.06% | +4.36% | — |
SUNOPP | Equity | ₹7 Cr | +3.28% | +4.87% | +9.93% | +7.69% | 0.69 |
ALPHA | Equity | ₹0 Cr | -0.48% | -0.06% | +9.62% | +8.59% | 0.15 |
STRATEGIC EQUITY | Equity | — | -21.15% | -18.65% | +5.67% | +10.56% | 0.03 |