Manager
Sundaram Alternate Assets
Service
Discretionary
Asset class
Equity

Suniop

−3.41%

1-year return

Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026

Sundaram Alternate Assets’ Suniop returned −3.41% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹0.45 crore across its clients.

Key numbers

AUM
₹0.45 Cr
Benchmark
S and P BSE 500 TRI
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Suniop returns against the S and P BSE 500 TRI
PeriodThis strategyS and P BSE 500 TRIDifference
1 month−6.26%−5.57%−0.69%
3 months−2.18%−3.59%+1.41%
6 months+5.82%+8.07%−2.25%
1 year−3.41%−2.33%−1.08%
2 years−6.00%−3.93%−2.07%
3 years+1.69%+9.20%−7.51%
4 years+3.44%+11.22%−7.78%
5 years+2.63%+8.91%−6.28%
Since inception+7.44%+12.03%−4.59%

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 equity80.00%
  • Cash and other20.00%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
₹0
Turnover, month
0.00×
Turnover, past year
0.00×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Suniop returned?

−3.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.26%; 3 months: −2.18%; 6 months: 5.82%; 1 year: −3.41%; 2 years: −6.00%; 3 years: 1.69%; 4 years: 3.44%; 5 years: 2.63%; Since inception: 7.44%.

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 1.08 percentage points behind.

How much does Suniop manage?

₹0.45 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 Suniop?

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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