SUNDARAM Alternate Assets

SUNDARAM Alternate Assets

PMS AUM (in Rs. Cr)
2248

No. of PMS Products
5

No. of AIF Products
3

Data as of
30 Apr 2024

Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), that caters to investment needs of high net-worth individuals (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Finance Limited, a leading non-banking finance company in India. Sundaram Portfolio Managers (SPM) and Sundaram Alternative Investment Funds (AIFs) are the divisions under the SA umbrella. Built on a foundation of trust, Sundaram Alternates tailors solutions to help you meet your long-term wealth creation goals. Fund management team has over three decades of expertise creating wealth for investors in the real estate and equity spaces, and its strategies are built on new-age industry practices, sound operating models, data-backed research, and transparency – to give your wealth the edge it needs.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Sundaram Alternates S.E.L.F Mid & Small Cap01 Jun 201075737.20%13.30%16.80%19.80%17.60%17.70%
Sundaram Alternates Rising Stars Small Cap01 Nov 20098821.80%10.60%17.80%14.90%13.60%14.60%
Sundaram Alternates Voyager Multi Cap01 Oct 201129229.80%10.50%14.50%19.80%18.30%19.60%
Sundaram Alternates SISOP Multi Cap01 Feb 2010111127%11.20%14.90%17.40%15.70%17.60%

Key People

Madanagopal Ramu
Head – Equity and Fund Manager,
Sundaram Alternates

Mr. Madanagopal Ramu is the Fund Manager for PMS and Alternative Investment Funds Category III with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of Rs.1,835 crores and has over 4 years of experience in managing funds. He joined Sundaram Mutual fund in 2010 as a Research Analyst from Centrum Broking and has made rapid progress during his tenure in Sundaram AMC. He became Head of Research in April 2015 and started actively managing funds from January 2016. Madan comes with strong academic qualifications. He is a qualified Cost Accountant and has a Management degree from BIM Trichy.

Awards & Achievements

• In 2023, Sundaram Alternates’ High Yield Secured Debt Fund – II won the Investors Choice Award for the Best CAT II AIF in the Private Credit Space. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, Sundaram Alternates’ Emerging Leadership Fund (SELF) Portfolio was awarded Rank #2 as the Best PMS in the Mid & Small Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Sundaram Alternates S.E.L.F 01 Jun 201075737.20%13.30%16.80%19.80%17.60%17.70%
Sundaram Alternates Rising Stars 01 Nov 20098821.80%10.60%17.80%14.90%13.60%14.60%
Sundaram Alternates Voyager 01 Oct 201129229.80%10.50%14.50%19.80%18.30%19.60%
Sundaram Alternates SISOP 01 Feb 2010111127%11.20%14.90%17.40%15.70%17.60%

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