- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Equity
Sisop
+25.55%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sundaram Alternate Assets’ Sisop returned 25.55% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹2,027 crore across its clients.
Key numbers
- AUM
- ₹2,027 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.51×
- 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 | −6.98% | −5.57% | −1.41% |
| 3 months | −3.69% | −3.59% | −0.10% |
| 6 months | +29.20% | +8.07% | +21.13% |
| 1 year | +25.55% | −2.33% | +27.88% |
| 2 years | +15.01% | −3.93% | +18.94% |
| 3 years | +23.80% | +9.20% | +14.60% |
| 4 years | +19.72% | +11.22% | +8.50% |
| 5 years | +14.52% | +8.91% | +5.61% |
| Since inception | +18.35% | +12.09% | +6.26% |
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 equity95.30%₹1,932 Cr
- Cash and other4.70%₹95.37 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹96.88 Cr
- Outflow, Sep 2026
- ₹17.44 Cr
- Net, Sep 2026
- ₹79.44 Cr
- Net, FY to date
- ₹328 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.51×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sisop returned?
25.55% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.98%; 3 months: −3.69%; 6 months: 29.20%; 1 year: 25.55%; 2 years: 15.01%; 3 years: 23.80%; 4 years: 19.72%; 5 years: 14.52%; Since inception: 18.35%.
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 27.88 percentage points ahead.
How much does Sisop manage?
₹2,027 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 Sisop?
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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