- SEBI reg.
- INP000006271
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Sundaram Alternate Assets
₹5,460 Cr
Assets under management
3,083 clients · 14 strategies · 30 Sep 2026
Sundaram Alternate Assets managed ₹5,460 crore for 3,083 clients at 30 Sep 2026, across 14 strategies, most of it for domestic individuals and others. In September clients added ₹202 crore and withdrew ₹56.50 crore.
Key numbers
- SEBI registration
- INP000006271
- Discretionary AUM
- ₹4,459 Cr
- Advisory assets
- ₹1,001 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Sisop | Equity | ₹2,027 Cr | +25.55% | −2.33% |
| S.E.L.F | Equity | ₹1,066 Cr | +33.73% | −2.33% |
| First Bespoke | Debt | ₹374 Cr | +9.57% | +3.81% |
| Voyager Global | Equity | ₹231 Cr | +25.27% | −2.33% |
| Voyager | Equity | ₹222 Cr | +24.32% | −2.33% |
| Risingstars | Equity | ₹174 Cr | +43.65% | −2.33% |
| First Moderate | Debt | ₹115 Cr | +8.35% | +3.81% |
| First Aggressive | Debt | ₹78.19 Cr | +9.10% | +3.81% |
| Liquidfund | Debt | ₹61.80 Cr | +4.30% | +3.81% |
| Quant | Equity | ₹55.31 Cr | +2.71% | −2.33% |
| Sasdc | Debt | ₹30.06 Cr | — | — |
| First Conservative | Debt | ₹23.47 Cr | +7.63% | +3.81% |
| Suniop | Equity | ₹0.45 Cr | −3.41% | −2.33% |
| Alpha | Equity | ₹0.43 Cr | −5.31% | −2.33% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 2,539 | ₹3,383 Cr |
| Foreign portfolio investors | Advisory | 2 | ₹1,001 Cr |
| Non-resident Indians | Discretionary | 479 | ₹833 Cr |
| Domestic corporates | Discretionary | 63 | ₹243 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹202 Cr
- Outflow, Sep 2026
- ₹56.50 Cr
- Net, Sep 2026
- ₹146 Cr
- Inflow, FY to date
- ₹1,025 Cr
- Outflow, FY to date
- ₹393 Cr
- Net, FY to date
- ₹632 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Sundaram Alternate Assets manage?
₹5,460 crore for 3,083 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Sundaram Alternate Assets have?
3,083 clients at 30 Sep 2026, mainly domestic individuals and others, foreign portfolio investors, non-resident indians.
Which PMS strategies does Sundaram Alternate Assets offer?
It reported 14 to SEBI for 30 Sep 2026: Sisop, S.E.L.F, First Bespoke, Voyager Global, Voyager, Risingstars, First Moderate, First Aggressive, and 6 more.
Is Sundaram Alternate Assets registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006271.
Has Sundaram Alternate Assets had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app