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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

- Bet on Sundaram's strength in the mid & small cap space, a differentiated yet concentrated portfolio positioned attractively along the cap curve. - Multi Sector portfolio - Stocks with market cap less than Rs. 500 bn - Identify stocks that are in the early stages of their business cycle and could emerge as tomorrows large cap.

Investment Objective

To seek long-term capital appreciation with investments predominantly in mid and small cap companies.

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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