Strategy Return v/s Benchmark -
(As on 31 Mar 2026)
Strategy Return v/s Benchmark -
(As on 31 Mar 2026)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-8.17%
-11.37%
3 Months
-2.16%
-13.94%
6 Months
3.54%
-9.62%
1 Years
19.44%
-3.12%
2 Years
8.29%
1.32%
3 Years
13.33%
12.89%
5 Years
14.37%
11.75%
Since Inception (25 Nov 2009)
13.51%
11.55%
Scheme Details
1. Portfolio is focused on investing in smallcap stocks with average market cap of ~Rs. 5,000 crores. • Bottom up approach to stock selection. • GARP methodology (Growth at Reasonable Price). 2. Portfolio with maximum of 20 stocks. 3. Holding period: 4 to 5 years, Buy and Hold strategy.
NAV
79.3639
as on 31 Mar 2026
AUM (in Cr.)
76.79
as on 31 Mar 2026
Category
Equity: Small Cap
Inception Date
25 Nov 2009
Benchmark Name
S&P BSE 500 Total Return Index
Min. Investment
₹5,000,000
Fund Manager Name
Exit Load
1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
Top 5 Allocation
- Scrips Percentage
- Acutaas Chemicals Ltd 11.78%
- TD Power Systems Ltd 10.96%
- MTAR Technologies Ltd 9.25%
- Karur Vysya Bank Ltd 6.37%
- Aster DM Healthcare Ltd 6.14%
Composition
Information not available
- Fund Composition Percentage
- Alternate 0%
- Cash 1.83%
- Debt 0%
- Derivative 0%
- Equity 98.17%
- Hybrid 0%
- Others 0%
Fund Manager
Mr. Madanagopal Ramu is the Fund Manager for PMS and Alternative Investment Funds Category Ill with around 14 years of experience in the Indian Financial Markets. He currently manages an AUM of over Rs.2200 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.
Fund Manager AMC Name
Sundaram Alternate Assets Ltd
Fund Manager AUM
2305.47 Cr
Total funds being managed by the fund manager
5
Fund Manager started managing (From)
01 Nov 2009
Fund Manager started managing (To)
Till Date.
About AMC
Sundaram Asset Management Company has over 20 years of experience in fund management and is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Sundaram Asset Management company was jointly promoted by Sundaram Finance Ltd and Stewart Newton Holdings (Mauritius) Ltd in 1996. Investment Strategy in 3 Quality approach to Stock Selection - Quality Business, Quality Management, Financials.
AMC Address
Sundaram Towers, 1st & 2nd Floor, No.46, Whites Road, Royapettah, Chennai - 600 014, India.
AMC SEBI registration number
INP000006271
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Sundaram Alternate - Rising Stars
Return for 1Year
Strategy
19.44%
Benchmark
-3.12%
Return for 1Year
Strategy
19.44%
Benchmark
-3.12%
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