Category: Flexi Cap·Dominant allocation: Flexi Cap
Sundaram Alternate's Sisop is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Karthik Athreya, operational since Feb 2010. Benchmark: BSE 500 TRI.
AUM
₹1,865 Cr
Min investment
₹50 L
Inception
Feb 2010
Fund manager
Karthik Athreya
About this strategy
The Sundaram India Secular Opportunities Portfolio (SISOP) PMS features a multi-cap concentrated equity strategy, sector-agnostic growth investing targeting secular compounders.
Performance
Returns (TWRR)
6M
+23.8%
1Y
+30.8%
5Y
+18.5%
Since inception
+18.9%
Alpha
6M
+27.4%
1Y
+32.8%
5Y
+6.3%
Since inception
—
BSE 500 TRI
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+12.5%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Feb 2010)
₹17.4 CrStrategy
₹7.0 CrBSE 500 TRI
201020212025Today
Hypothetical illustration based on published TWRR over 16.5 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
Strategy characteristics
Portfolio concentration
15 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
1 Yr Turnover Ratio
30%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
Sundaram Alternate Sisop is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Karthik Athreya, operational since Feb 2010. The Sundaram India Secular Opportunities Portfolio (SISOP) PMS features a multi-cap concentrated equity strategy, sector-agnostic growth investing targeting secular compounders.
What are the returns of Sundaram Alternate Sisop?
As of the latest monthly update, Sundaram Alternate Sisop has delivered 30.8% over 1 year and 18.5% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +32.8%.
What is the minimum investment for Sundaram Alternate Sisop?
The minimum investment for Sundaram Alternate Sisop Portfolio Management Services is ₹50 L. The fixed fee is 2% p.a.. A high watermark applies, meaning performance fees are charged only on new highs.
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
