Sundaram Alternate Assets Ltd – Portfolio Management Services (PMS)

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.

AUM (₹ Cr)

4005.34

Clients

2345

Strategies

9

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Sundaram Alternate Assets Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
SELF Portfolio Mid Cap 6.81% 17.34% 17.12% Jun 2010
SISOP Multi Cap & Flexi Cap 10.88% 20.36% 17.21% Feb 2010
VOYAGER Multi Cap & Flexi Cap 5.81% 18.84% 18.02% Nov 2016
Rising Stars Small Cap 6.18% 11.02% 16.15% Nov 2009
FIRST Aggressive Strategy Debt 9.80% May 2024
FIRST Moderate Strategy Debt 9.99% Jun 2024
FIRST Conservative Strategy Debt 9.33% Jul 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Sundaram Alternate Assets Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Opportunities Series - Atlas

Multi Cap & Flexi Cap 6.75% 19.45% May 2022

Opportunities Series - ACORN

Multi Cap & Flexi Cap 8.84% 20.25% 18.99% Feb 2020

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Arjun Sankar

Fund Manager

Arjun is a real estate professional with over a decade’s experience in real estate investments,  lending, and fundraising. Arjun is currently responsible for SA’s RE Credit Fund  Investments in Chennai and Hyderabad micro  markets. Prior to his role at SA, he was responsible  for building and managing a real estate portfolio of $630 Mn. in South India.  Significant experience in fundraising, underwriting, due diligence, and exits. Worked across investment cycles and managed several exits with a record of 18% IRRs on exits. Experienced across product classes within real estate financing (equity, mezzanine, structured debt, construction finance, inventory funding, acquisition  finance) across residential, retail, and commercial.

Mr Darshan Engineer

Fund Manager

Darshan Engineer is an experienced investment professional with over 16 years in financial markets, including 14 years in equities and 2 years in credit ratings. His investment career spans across leading PMS and AIF platforms such as Alchemy Capital, Karma Capital, and Valuequest, with a focus on small and mid-cap strategies. Known for his strong bottom-up research capabilities, Darshan brings deep sectoral expertise across consumer discretionary, auto & auto ancillaries, pharmaceuticals, chemicals, and information technology. His approach combines detailed financial modelling with a strong understanding of business fundamentals. An MBA in Finance from Jamnalal Bajaj Institute of Management Studies and a Computer Science engineer from Mumbai University, Darshan has also held leadership roles in credit research during his stint at CRISIL.

Mr. Manoj Mahadevan

Fund Manager

Manoj is a finance professional with over a decade’s experience in RE funding and relationship management across multiple markets in West and South India. His areas of expertise include business development, debt funding, financial analysis, cash flow projections, client relationship and service delivery. Manoj is currently responsible for SA’s RE credit fund investments in the greater Bengaluru micro market. Prior to SA, he was a part of the corporate real estate funding group of Kotak Mahindra Investments Limited (managing assets over ~$240 Mn) and JM Financial catering to project finance needs of large developers in Bengaluru, Chennai and Mumbai region (managing an exposure of over ~$600 Mn). His prior work experience includes a 5+ year stint with Jones Lang LaSalle as Manager – Capital Markets.

Mr P. Sudhakar

Fund Manager

Mr. P. Sudhakar is an MBA graduate with 20 years of experience in corporate credit and credit risk assessment. He has specialized expertise in financial services sector ratings, with over 12 years of experience in credit rating for banks and NBFCs and 16 years in total credit rating experience at a leading Indian agency. His extensive background includes credit risk assessment of mid and large corporate entities across manufacturing, infrastructure, services, and BFSI sectors. Throughout his career, he has held key roles as a member of rating committees, criteria review committees, and sector specialist teams, actively contributing to the development of rating policies, models, and methodologies for banks and NBFCs. Before transitioning to fund management, he worked with ING Vysya Bank Ltd., overseeing credit functions in the business banking segment. His deep expertise in credit evaluation, risk management, and financial structuring makes him a key asset in driving investment strategies.

Mr Sandeep Tulsiyan

Fund Manager

Sandeep Tulsiyan is a seasoned investment professional with over 17 years of experience in equity research and portfolio management. His sectoral expertise spans capital goods, defence, consumer durables, cement, and auto ancillaries. Recognized for his strong analytical acumen, Sandeep has been consistently rated among the top analysts in the Asia Pacific region for delivering alpha-generating investment ideas. He is known for his deep research insights, strategic foresight, and ability to identify long-term wealth creation opportunities. Before joining Sundaram Alternates, Sandeep played a pivotal role at JM Financial, where he contributed to several marquee capital market transactions, leveraging his extensive corporate network and deep understanding of the investment landscape.

Mr. Vaatsal Tandon

Fund Manager

Vaatsal is a financial services professional with ~12 years of experience across investment banking, investment management, corporate banking, credit analysis and deal structuring. He has worked with JM Financial and Arka Fincap Limited and has been instrumental in transaction sourcing, underwriting,  analysis, monitoring and exits, generating returns ~13-16% for the stakeholders. Prior to his current role, Vaatsal was associated with Arka Fincap Limited. He was associated with the Company since its inception. He was instrumental in growing Arka’s corporate lending book from scratch to ~$200 mn over a span of 5 years. His role included deal sourcing, credit underwriting and structuring of loans/ NCDs to small and mid-sized corporates, NBFCs. There were zero defaults in the portfolio and it generated an IRR of ~14%.

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Regulatory Information

SEBI Registration: INP000006271

Registered Office: 21, Patullos Road,Chennai,Tamil Nadu,India-600002

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)