- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Debt
First Bespoke
+9.57%
1-year return
Benchmark CRISIL COMPOSITE BOND FUND INDEX +3.81% · to 30 Sep 2026
Sundaram Alternate Assets’ First Bespoke returned 9.57% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL COMPOSITE BOND FUND INDEX. It managed ₹374 crore across its clients.
Key numbers
- AUM
- ₹374 Cr
- Benchmark
- CRISIL COMPOSITE BOND FUND INDEX
- Turnover, past year
- 1.31×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL COMPOSITE BOND FUND INDEX | Difference |
|---|---|---|---|
| 1 month | +0.59% | −0.42% | +1.01% |
| 3 months | +1.90% | −0.40% | +2.30% |
| 6 months | +5.03% | +3.10% | +1.93% |
| 1 year | +9.57% | +3.81% | +5.76% |
| 2 years | +10.16% | +5.33% | +4.83% |
| Since inception | +10.47% | +6.01% | +4.46% |
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
- Debt96.16%₹360 Cr
- Cash and other2.57%₹9.62 Cr
- Mutual funds1.27%₹4.74 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.49 Cr
- Outflow, Sep 2026
- ₹6.14 Cr
- Net, Sep 2026
- −₹1.65 Cr
- Net, FY to date
- ₹39 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 1.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has First Bespoke returned?
9.57% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.59%; 3 months: 1.90%; 6 months: 5.03%; 1 year: 9.57%; 2 years: 10.16%; Since inception: 10.47%.
How has it done against its benchmark?
Its benchmark, the CRISIL COMPOSITE BOND FUND INDEX, returned 3.81% over the year, so the strategy was 5.76 percentage points ahead.
How much does First Bespoke manage?
₹374 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 First Bespoke?
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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