Sundaram Alternate Assets Limited

Equity, Debt · 18 investment approaches

Total AUM

₹4.4K Cr

Years Active

18.2

AUM Change (3M)

+7.4%

AUM Change (1Y)

+50.3%

Min Investment

₹50L

Schemes

18

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
RISING STAR	Equity	₹174 Cr	-2.82%	+43.65%	+18.05%	+15.30%	0.74
S.E.L.F	Equity	₹1.1K Cr	-6.26%	+33.73%	+22.49%	+17.97%	0.92
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
SISOP	Equity	₹2.0K Cr	-6.98%	+25.55%	+23.80%	+18.35%	0.90
Sundaram Voyager Global Portfolio	Equity	₹231 Cr	-6.84%	+25.27%	+20.50%	+19.33%	0.27
VOYAGER	Equity	₹222 Cr	-6.73%	+24.32%	+22.31%	+14.81%	0.86
INDIA EQUITY	Equity	-	-5.85%	+21.04%	+12.58%	+15.51%	-0.22
FIRST BESPOKE	Debt	₹374 Cr	+0.59%	+9.57%	-	+10.47%	2.62
FIRST AGGRESSIVE	Debt	₹78 Cr	+0.63%	+9.10%	-	+10.51%	-
FIRST MODERATE	Debt	₹115 Cr	+0.60%	+8.35%	-	+9.55%	-
FIRST CONSERVATIVE	Debt	₹23 Cr	+0.51%	+7.63%	-	+8.64%	-
SUNOPP	Equity	₹7 Cr	+3.28%	+4.87%	+9.93%	+7.69%	0.69
LIQUID FUND PORTFOLIO	Debt	₹62 Cr	+0.37%	+4.30%	+5.56%	+4.31%	-
QUANT	Equity	₹55 Cr	-5.46%	+2.71%	+6.54%	+8.39%	0.18
SUNIOP	Equity	₹0 Cr	-6.26%	-3.41%	+1.69%	+7.44%	-0.12
ALPHA	Equity	₹0 Cr	-5.92%	-5.31%	+2.68%	+8.07%	0.01
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