Sundaram Alternate Assets Limited

Equity, Debt · 18 investment approaches

Total AUM

₹3.0K Cr

Years Active

17.7

AUM Change (3M)

-6.7%

AUM Change (1Y)

+22.7%

Min Investment

₹50L

Schemes

18

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
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
RISING STAR	Equity	₹77 Cr	-8.17%	+19.44%	+13.33%	+13.51%	0.35
SISOP	Equity	₹1.3K Cr	-11.10%	+15.76%	+19.52%	+17.10%	0.73
S.E.L.F	Equity	₹752 Cr	-10.25%	+14.11%	+19.16%	+16.45%	0.69
Sundaram Voyager Global Portfolio	Equity	₹174 Cr	-10.38%	+12.26%	+17.35%	+17.96%	-0.42
S.I.T.P	Equity	₹8 Cr	-10.60%	+11.18%	-	+12.08%	0.30
VOYAGER	Equity	₹155 Cr	-10.49%	+10.93%	+19.14%	+12.53%	0.65
FIRST BESPOKE	Debt	₹316 Cr	+0.24%	+10.05%	-	+10.43%	2.69
FIRST MODERATE	Debt	₹76 Cr	+0.33%	+9.19%	-	+9.73%	-
FIRST AGGRESSIVE	Debt	₹65 Cr	+0.46%	+9.17%	-	+10.67%	-
FIRST CONSERVATIVE	Debt	₹12 Cr	+0.16%	+8.38%	-	+8.75%	-
SUNOPP	Equity	₹7 Cr	+3.28%	+4.87%	+9.93%	+7.69%	0.69
LIQUID FUND PORTFOLIO	Debt	₹27 Cr	-0.31%	+4.52%	+5.75%	+4.26%	-
QUANT	Equity	₹54 Cr	-10.63%	+4.10%	+8.48%	+8.25%	0.12
SUNIOP	Equity	₹0 Cr	-9.76%	-3.91%	+4.36%	+7.19%	-0.20
ALPHA	Equity	₹0 Cr	-10.00%	-11.27%	+5.80%	+7.58%	-0.12
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