To seek long-term capital appreciation with investments predominantly in high-growth mid and small cap companies.
Mid & Small-Cap Bias (72.9% Allocation) | 16+ Years Flagship Track Record | ₹1 Cr Grew to ₹14.69 Cr
Clean, high-quality management with proven integrity, strong governance, and execution capabilities.
Preference for capital-efficient business models generating returns substantially higher than their cost of capital.
Identifying companies transitioning from small-cap to mid-cap, or mid-cap to tomorrow's industry large-caps.
High operating cash flow conversion ensuring self-funded expansion and resilience across economic cycles.
Value of ₹1 Crore invested at launch (June 2010) vs S&P BSE 500 TRI Benchmark Index
₹1 Crore invested at inception (Jun 2010) has grown to ₹14.69 Crore in Sundaram SELF, outperforming the benchmark index (₹6.01 Crore) with an 18.00% CAGR.
As on 30 September 2026 (TWRR Basis)
Returns up to 1 year are absolute; returns over 1 year are Compounded Annualized (CAGR).
Strategy vs Benchmark (3Y trailing monthly data)
High-conviction active divergence highlighting strategic exposure to manufacturing & healthcare compounders.
As on 30 September 2026 | Source: Sundaram Alternates Factsheet
Investors looking to capture high-growth mid & small-cap compounding opportunities across market cycles.
Investors seeking disciplined stock picking using the EASE framework (Asset light, High ROCE, Cash generation).
High-net-worth individuals with an investment horizon of 3+ years aiming for superior benchmark outperformance.
Investors bullish on India's industrial manufacturing resurgence, quick-commerce delivery, and healthcare tailwinds.
Appetite for disciplined wealth creation backed by a proven 16+ year track record (₹1 Cr turned into ₹14.69 Cr).
Investors comfortable with high-growth mid & small-cap allocation (72.9%) with prudent downside management.
Disclaimer: Past performance may or may not be sustained in future. Sundaram Alternates does not offer guaranteed or assured returns. Returns up to 1 year are absolute & over 1 year are Compounded Annualized (CAGR). Return Calculation Method: Time Weighted Rate of Return (TWRR). Securities investments are subject to market risks, please read the Disclosure Document carefully before investing. Primary Benchmark is S&P BSE 500 TRI; Secondary Benchmark is Nifty Midcap 150.