- Category
- III
- Strategy
- Long-only
- Fund house
- Sundaram Alternate Assets
Opportunities Series - Atlas
+35.71%
1-year return, after expenses, before tax
Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026
Opportunities Series - Atlas, a Category III long-only AIF from Sundaram Alternate Assets, returned 35.71% (after expenses, before tax) in the year to 31 Aug 2026. It began on 18 May 2022.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 500 & Debt Composite Index
- Launched
- 18 May 2022
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 500 & Debt Composite Index |
|---|---|---|
| 1 month | +5.16% | −0.04% |
| 3 months | +6.35% | +3.50% |
| 6 months | +24.11% | +1.22% |
| 1 year | +35.71% | +4.40% |
| 2 years | +21.07% | −0.60% |
| 3 years | +24.93% | +11.48% |
| Since inception | +21.48% | +12.93% |
After expenses, before tax, as Sundaram Alternate Assets reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- NIFTY 500 & Debt Composite Index
- Fund manager
- Darshan Engineer
Investment approach
"The primary objective of the Fund will be to carry on the activity of a Category III AIF, as permissible under the Regulations so as to generate absolute total returns. The portfolio will be a multi cap portfolio with investments in large, small and mid-cap stocks with the objective of seeking long term capital appreciation. The Fund would have a diversified target portfolio of stocks which would typically range between 15 (fifteen) to 25 (twenty-five) stocks. The number of investee companies in the portfolio is indicative and would be determined by the Investment Manager based on the opportunities, available funds for investment and market conditions.
"The primary objective of the Fund will be to carry on the activity of a Category III AIF, as permissible under the Regulations so as to generate absolute total returns by adopting a bottom-up investment process. Portfolio will invest in small and mid-cap stocks with the objective of seeking long term capital appreciation."
About the fund manager
Mr Sandeep Tulsiyan — Fund Manager
Sandeep Tulsiyan is a seasoned investment professional with over 17 years of experience in equity research and portfolio management. His sectoral expertise spans capital goods, defence, consumer durables, cement, and auto ancillaries. Recognized for his strong analytical acumen, Sandeep has been consistently rated among the top analysts in the Asia Pacific region for delivering alpha-generating investment ideas. He is known for his deep research insights, strategic foresight, and ability to identify long-term wealth creation opportunities. Before joining Sundaram Alternates, Sandeep played a pivotal role at JM Financial, where he contributed to several marquee capital market transactions, leveraging his extensive corporate network and deep understanding of the investment landscape.
As the fund house describes it.
FAQs
What has Opportunities Series - Atlas returned?
35.71% (1-year return) to 31 Aug 2026, after expenses, before tax, as Sundaram Alternate Assets reports it. 1 month: 5.16%; 3 months: 6.35%; 6 months: 24.11%; 1 year: 35.71%; 2 years: 21.07%; 3 years: 24.93%; Since inception: 21.48%.
What kind of AIF is Opportunities Series - Atlas?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Opportunities Series - Atlas’s stated minimum is ₹1 crore.
Who manages Opportunities Series - Atlas?
Sundaram Alternate Assets runs it; the fund manager is Darshan Engineer.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Opportunities Series - Atlas’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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