Affluense AI AFFLUENSE

SISOP

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

Investment Strategy

Investment Approach

**Investment Approach:** Our investment strategy focuses on a concentrated portfolio, encompassing companies across all market capitalization segments. We adopt a long-term perspective, aiming for portfolio construction and wealth creation over periods exceeding three years. Our selection criterion prioritizes businesses exhibiting sustainable, secular growth potential.

Investment Objective

The investment objective is to achieve capital growth through all market conditions by allocating capital to a carefully selected portfolio of fundamentally strong companies.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.02% -0.24% -2.78%
3 MONTHS 5.29% 5.02% 0.27%
6 MONTHS 5.64% 1.63% 4.01%
1 YEAR 10.88% 7.63% 3.25%
2 YEAR 20.71% 11.64% 9.07%
3 YEAR 20.36% 16.40% 3.96%
5 YEAR 17.21% 16.82% 0.39%
SINCE INCEPTION 17.99% 13.22% 4.77%

Calendar Year Performance

Year Return
CY 2025 10.88%
CY 2024 31.44%
CY 2023 19.65%
CY 2022 -4.91%
CY 2021 36.23%
CY 2020 25.23%
CY 2019 15.44%
CY 2018 -4.26%
CY 2017 24.03%
CY 2016 4.18%
CY 2015 -1.98%
CY 2014 66.13%
CY 2013 5.99%
CY 2012 25.45%
CY 2011 1.50%
CY 2010 58.35%

Financial Year Performance

Year Return
FY 26_YTD 24.60%
FY 25 14.02%
FY 24 29.34%
FY 23 -8.41%
FY 22 22.29%
FY 21 69.92%
FY 20 -12.76%
FY 19 3.86%
FY 18 11.31%
FY 17 17.56%
FY 16 -15.42%
FY 15 64.16%
FY 14 25.64%
FY 13 7.94%
FY 12 14.76%
FY 11 37.12%
FY 10 11.31%

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
28.98%
Mid Cap
41.61%
Small Cap
25.26%
Cash & Equivalent
4.16%

Top 5 Holdings

  • GE Vernova T&D India Limited 8.12%
  • Mahindra & Mahindra Ltd. 7.78%
  • Cholamandalam Investment and Finance Company Ltd 6.30%
  • Kei Industries Ltd. 5.63%
  • Titan Company Limited 5.56%

Top 5 Sectors

  • Capital Goods 37.72%
  • Financial Services 18.10%
  • Automobile and Auto Components 12.51%
  • Healthcare 7.48%
  • Information Technology 7.46%

Portfolio Characteristics

total number of stocks
19
top 5 stocks percent
33.39%
top 5 sectors percent
83.27%
average market cap
N/A
portfolio age
15 Yrs, 10 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)