- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Equity
Risingstars
+43.65%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sundaram Alternate Assets’ Risingstars returned 43.65% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹174 crore across its clients.
Key numbers
- AUM
- ₹174 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.98×
- 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 | −2.82% | −5.57% | +2.75% |
| 3 months | +3.60% | −3.59% | +7.19% |
| 6 months | +38.74% | +8.07% | +30.67% |
| 1 year | +43.65% | −2.33% | +45.98% |
| 2 years | +20.58% | −3.93% | +24.51% |
| 3 years | +18.05% | +9.20% | +8.85% |
| 4 years | +15.32% | +11.22% | +4.10% |
| 5 years | +15.06% | +8.91% | +6.15% |
| Since inception | +15.30% | +11.72% | +3.58% |
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 equity90.41%₹157 Cr
- Cash and other9.59%₹16.65 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹22.38 Cr
- Outflow, Sep 2026
- ₹0.29 Cr
- Net, Sep 2026
- ₹22.09 Cr
- Net, FY to date
- ₹65.27 Cr
- Turnover, month
- 0.17×
- Turnover, past year
- 0.98×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Risingstars returned?
43.65% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.82%; 3 months: 3.60%; 6 months: 38.74%; 1 year: 43.65%; 2 years: 20.58%; 3 years: 18.05%; 4 years: 15.32%; 5 years: 15.06%; Since inception: 15.30%.
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 45.98 percentage points ahead.
How much does Risingstars manage?
₹174 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 Risingstars?
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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