- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Equity
S.E.L.F
+33.73%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sundaram Alternate Assets’ S.E.L.F returned 33.73% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹1,066 crore across its clients.
Key numbers
- AUM
- ₹1,066 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.33×
- 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 | −6.26% | −5.57% | −0.69% |
| 3 months | −1.07% | −3.59% | +2.52% |
| 6 months | +33.38% | +8.07% | +25.31% |
| 1 year | +33.73% | −2.33% | +36.06% |
| 2 years | +16.35% | −3.93% | +20.28% |
| 3 years | +22.49% | +9.20% | +13.29% |
| 4 years | +18.48% | +11.22% | +7.26% |
| 5 years | +13.53% | +8.91% | +4.62% |
| Since inception | +17.97% | +11.66% | +6.31% |
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 equity92.37%₹985 Cr
- Cash and other7.63%₹81.33 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹25.29 Cr
- Outflow, Sep 2026
- ₹6.86 Cr
- Net, Sep 2026
- ₹18.43 Cr
- Net, FY to date
- ₹63.34 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has S.E.L.F returned?
33.73% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.26%; 3 months: −1.07%; 6 months: 33.38%; 1 year: 33.73%; 2 years: 16.35%; 3 years: 22.49%; 4 years: 18.48%; 5 years: 13.53%; Since inception: 17.97%.
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 36.06 percentage points ahead.
How much does S.E.L.F manage?
₹1,066 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 S.E.L.F?
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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