AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Sundaram Alternative - Opportunities Series - Atlas
IRRSince inception20.51%
Alpha (3Y)10.47%
3Y return23.29%
Fund age4 yrs 5 mo
Fund Manager
Sandeep Tulsiyan
Sandeep Tulsiyan
Fund Manager, Sundaram Alternate Assets
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.
Managing AUM₹0 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Sundaram Alternative Opportunities Series Atlas—27.30%19.04%23.29%—20.51%
Nifty 500−7.78%2.38%−0.15%11.21%—13.22%
Excess over benchmark—24.92%19.19%12.08%—7.29%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
20.05%
Benchmark approx 14.39%
A standard deviation reflecting historical swings.
Sensitivity
1.07
Beta vs benchmark 1.00 · 7% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.87
Sharpe
Excess return gained per unit of volatility.
Capture ratio
130 / 77
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.25% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 3.00% within 2 years, 2.00% within 3 years. Lock-in: Nil.
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