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SELF Portfolio

Sundaram Alternate Assets Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 June 2010
Min. Investment
₹50,00,000
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

Leverage Sundaram's expertise in the mid and small-cap segments. This strategy employs a distinct, concentrated portfolio strategically allocated across the market capitalization spectrum. The investment approach is sector-agnostic, focusing on companies with a market capitalization below INR 500 billion. The objective is to identify businesses in the nascent stages of their growth cycles, possessing the potential to evolve into future large-cap entities.

Investment Objective

To achieve sustained long-term growth in capital value through a portfolio primarily allocated to mid-capitalization and small-capitalization Indian equities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.21% -0.24% -3.97%
3 MONTHS 6.10% 5.02% 1.08%
6 MONTHS 3.97% 1.63% 2.34%
1 YEAR 6.81% 7.63% -0.82%
2 YEAR 14.68% 11.64% 3.04%
3 YEAR 17.34% 16.40% 0.94%
5 YEAR 17.12% 16.82% 0.30%
SINCE INCEPTION 17.16% 12.86% 4.30%

Calendar Year Performance

Year Return
CY 2025 6.81%
CY 2024 23.15%
CY 2023 22.83%
CY 2022 -4.89%
CY 2021 46.32%
CY 2020 31.44%
CY 2019 6.55%
CY 2018 -11.57%
CY 2017 41.84%
CY 2016 6.11%
CY 2015 3.41%
CY 2014 69.93%
CY 2013 18.30%
CY 2012 28.74%
CY 2011 -2.86%
CY 2010 9.21%

Financial Year Performance

Year Return
FY 26_YTD 20.65%
FY 25 6.25%
FY 24 39.57%
FY 23 -13.80%
FY 22 32.28%
FY 21 83.21%
FY 20 -21.32%
FY 19 0.51%
FY 18 16.14%
FY 17 25.33%
FY 16 -6.50%
FY 15 59.11%
FY 14 41.81%
FY 13 7.24%
FY 12 19.55%
FY 11 0.10%

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

Fund Managers

Darshan Engineer

Fund Manager

With over sixteen years of experience in the financial markets, including fourteen in equities and two in credit ratings, Darshan Engineer is a seasoned investment specialist. His professional journey encompasses prominent Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) platforms, such as Alchemy Capital, Karma Capital, and Valuequest, where he has primarily focused on small and mid-cap investment strategies. Darshan is recognized for his robust bottom-up research methodology, complemented by extensive sector-specific knowledge in consumer discretionary, automotive and auto ancillaries, pharmaceuticals, chemicals, and information technology. His investment philosophy integrates rigorous financial modelling with a comprehensive grasp of underlying business principles. Academically, Darshan holds an MBA in Finance from Jamnalal Bajaj Institute of Management Studies and a Bachelor's degree in Computer Science from Mumbai University. Furthermore, he has previously occupied leadership positions in credit research during his tenure at CRISIL.

Portfolio Details

Portfolio Composition

Large Cap
10.80%
Mid Cap
39.80%
Small Cap
47.63%
Cash & Equivalent
1.78%

Top 5 Holdings

  • TD Power Systems Ltd 7.41%
  • Hitachi Energy India Limited 6.10%
  • Kei Industries Ltd. 5.48%
  • Bharat Heavy Electricals Ltd. 4.84%
  • Cholamandalam Investment and Finance Company Ltd 4.73%

Top 5 Sectors

  • Capital Goods 34.84%
  • Financial Services 31.77%
  • Healthcare 11.40%
  • Automobile and Auto Components 6.99%
  • Consumer Durables 4.86%

Portfolio Characteristics

total number of stocks
23
top 5 stocks percent
28.56%
top 5 sectors percent
89.86%
average market cap
N/A
portfolio age
15 Yrs, 6 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 12%

Profit Sharing: 20%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)