- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Equity
Quant
+2.71%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sundaram Alternate Assets’ Quant returned 2.71% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹55.31 crore across its clients.
Key numbers
- AUM
- ₹55.31 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.31×
- 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 | −5.46% | −5.57% | +0.11% |
| 3 months | −2.08% | −3.59% | +1.51% |
| 6 months | +6.53% | +8.07% | −1.54% |
| 1 year | +2.71% | −2.33% | +5.04% |
| 2 years | −0.87% | −3.93% | +3.06% |
| 3 years | +6.54% | +9.20% | −2.66% |
| 4 years | +7.95% | +11.22% | −3.27% |
| 5 years | +7.22% | +8.91% | −1.69% |
| Since inception | +8.39% | +12.04% | −3.65% |
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 equity81.47%₹45.06 Cr
- Cash and other18.53%₹10.25 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.25 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.25 Cr
- Net, FY to date
- −₹1.78 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.31×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Quant returned?
2.71% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.46%; 3 months: −2.08%; 6 months: 6.53%; 1 year: 2.71%; 2 years: −0.87%; 3 years: 6.54%; 4 years: 7.95%; 5 years: 7.22%; Since inception: 8.39%.
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 5.04 percentage points ahead.
How much does Quant manage?
₹55.31 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 Quant?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app