To generate capital appreciation across market cycles by investing in a concentrated set of high-conviction secular compounders.
Concentrated Multi-Cap (18–22 Stocks) | 16+ Years Flagship Track Record | ₹1 Cr Grew to ₹16.42 Cr
Target businesses operating in expanding addressable markets with growth opportunities exceeding 15% annually.
Strict economic discipline requiring companies to generate >15% ROIC, well above their cost of capital.
High free cash flow generation with an option to self-fund future expansion and reinvest for compounding.
Prudent low Debt/Equity ratio enabling companies to sail through cyclical crises and gain market share.
Value of ₹1 Crore invested at launch (February 2010) vs S&P BSE 500 TRI Benchmark Index
₹1 Crore invested at inception (Feb 2010) has grown to ₹16.42 Crore in Sundaram SISOP, outperforming the benchmark index (₹6.66 Crore) with an 18.40% 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 domestic manufacturing & capital goods.
As on 30 September 2026 | Source: Sundaram Alternates Factsheet
Investors looking to participate in India's secular multi-cap compounding opportunities across market cycles.
Investors seeking high-conviction allocation in 18-22 companies with strict >15% ROIC and growth discipline.
High-net-worth individuals with an investment horizon of 3+ years aiming for superior risk-adjusted alpha.
Investors looking to benefit from structural capital goods and domestic manufacturing tailwinds (+29.2% overweight).
Appetite for disciplined wealth creation backed by a proven 16+ year track record (₹1 Cr turned into ₹16.42 Cr).
Investors prioritizing financial resilience with low Debt/Equity balance sheets and excellent cash generation.
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. Benchmark is S&P BSE 500 TRI.