- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Equity
Alpha
−5.31%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sundaram Alternate Assets’ Alpha returned −5.31% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹0.43 crore across its clients.
Key numbers
- AUM
- ₹0.43 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.16×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.92% | −5.57% | −0.35% |
| 3 months | −0.67% | −3.59% | +2.92% |
| 6 months | +9.88% | +8.07% | +1.81% |
| 1 year | −5.31% | −2.33% | −2.98% |
| 2 years | −11.66% | −3.93% | −7.73% |
| 3 years | +2.68% | +9.20% | −6.52% |
| 4 years | +5.94% | +11.22% | −5.28% |
| 5 years | +3.82% | +8.91% | −5.09% |
| Since inception | +8.07% | +14.13% | −6.06% |
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.
Portfolio mix
- Listed equity86.05%₹0.37 Cr
- Cash and other13.95%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.13×
- Turnover, past year
- 0.16×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Alpha returned?
−5.31% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.92%; 3 months: −0.67%; 6 months: 9.88%; 1 year: −5.31%; 2 years: −11.66%; 3 years: 2.68%; 4 years: 5.94%; 5 years: 3.82%; Since inception: 8.07%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 2.98 percentage points behind.
How much does Alpha manage?
₹0.43 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages Alpha?
Sundaram Alternate Assets, a SEBI-registered portfolio manager (INP000006271), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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.
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