Sundaram Alternate Assets Limited

Equity, Debt · 18 investment approaches

Total AUM

₹4.6K Cr

Years Active

18.1

AUM Change (3M)

+15.2%

AUM Change (1Y)

+57.0%

Min Investment

₹50L

Schemes

18

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
RISING STAR	Equity	₹156 Cr	+7.03%	+52.47%	+17.74%	+15.58%	0.81
S.E.L.F	Equity	₹1.1K Cr	+7.67%	+47.52%	+23.98%	+18.55%	1.09
SISOP	Equity	₹2.1K Cr	+5.72%	+38.68%	+26.01%	+18.97%	1.09
Sundaram Voyager Global Portfolio	Equity	₹248 Cr	+4.42%	+37.55%	+22.57%	+20.01%	0.50
VOYAGER	Equity	₹236 Cr	+4.52%	+36.06%	+24.43%	+15.76%	1.04
S.I.T.P	Equity	₹10 Cr	-1.86%	+30.96%	-	+23.25%	0.78
DEDICATED	Equity	-	+73.31%	+29.24%	+19.55%	+14.10%	0.42
INDIA EQUITY	Equity	-	-5.85%	+21.04%	+12.58%	+15.51%	-0.22
QUANT	Equity	₹58 Cr	+1.14%	+10.18%	+9.25%	+8.77%	0.36
FIRST BESPOKE	Debt	₹373 Cr	+0.67%	+10.06%	-	+10.59%	2.69
FIRST AGGRESSIVE	Debt	₹77 Cr	+0.23%	+9.51%	-	+10.60%	3.24
FIRST MODERATE	Debt	₹114 Cr	+0.61%	+8.69%	-	+9.63%	-
FIRST CONSERVATIVE	Debt	₹19 Cr	+0.40%	+7.91%	-	+8.72%	-
SUNOPP	Equity	₹7 Cr	+3.28%	+4.87%	+9.93%	+7.69%	0.69
LIQUID FUND PORTFOLIO	Debt	₹63 Cr	+0.41%	+4.37%	+5.59%	+4.31%	-
SUNIOP	Equity	₹0 Cr	-1.21%	+2.17%	+3.66%	+8.29%	0.04
ALPHA	Equity	₹0 Cr	+3.32%	-3.61%	+5.57%	+8.66%	0.15
STRATEGIC EQUITY	Equity	-	-21.15%	-18.65%	+5.67%	+10.56%	0.03

Sundaram Voyager Global Portfolio

FIRST AGGRESSIVE

FIRST CONSERVATIVE

LIQUID FUND PORTFOLIO

STRATEGIC EQUITY