Sundaram AIF offers investors access to specialised investment strategies beyond traditional mutual funds.

These funds are structured under AIF regulations of SEBI and focus on high-growth opportunities in equity, private credit, and real estate.

Sundaram Alternative Investment Funds are designed for high-net-worth individuals seeking long-term capital appreciation and diversification.

With strong research backing and sectoral expertise, this Fund aims to deliver consistent returns by identifying emerging trends and quality businesses.

Total AUM Rs.3128.68 Cr.
Avg. 1 Year Return 11.09%
Active Clients 2258
No. of Strategies 2
Minimum Investment Rs.1 Crore
Experience 7 Years

Sundaram AIF - Company Overview

Category

AIF

Organization Type

Private

Head Office

Chennai, Tamil Nadu

Founder

Harsha Viji

Founded In (year)

1996

Sundaram Alternative Investment Funds Performance or Returns

1 Year

11.09%

Nifty 50 - 1 Year

9.02%

3 Year

12.01%

Nifty 50 - 3 Year

27.34%

5 Year

23.34%

Nifty 50 - 5 Year

22.60%

Sundaram AIF Charges or Fees

Fixed Fees

2.25% of Fund Value

Variable AMC

NA

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

3.00%

Exit Load 3rd Year

2.00%


Best Strategies by Sundaram Alternative Investment Funds

Check out various strategies or Investment approaches provided by Sundaram AIF.

Strategy Name Opportunities Series – Atlas Opportunities Series – ACORN
Start Date Wednesday, May 18, 2022 Wednesday, February 12, 2020
Category CAT III – LONG ONLY  CAT III – LONG ONLY
Benchmark BSE 200 NSE Midcap 100
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 14.80% 7.37%
3 Yr. Return NA 12.01%
5 Yr. Return NA 23.34%
Fund Manager Mr. Madanagopal Ramu Mr. Madanagopal Ramu

Top Fund Managers of Sundaram AIF

#1

Mr. Madanagopal Ramu

Check out Business Opportunities with Similar Brands

Investment Facilities provide by Sundaram Alternate Investment Funds

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3 % within 1st Year

Sundaram Alternative Investment Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Sundaram AIF Dashboard Link

Web Platform


Sundaram AIF Review or Ratings by Finec.in

Overall Rating

8.21 / 10

Portfolio Performance

8.42 / 10

Support

8.09 / 10

Facilities

8.17 / 10

Charges

8.00 / 10

Experience

8.37 / 10

Sundaram Alternative Investment Funds - SEBI Details

SEBI Reg. No.

INP000006271

Contact Person

K Rajagopal

Telephone No.

044-2856-9863

Address

21, Patullos Road, CHENNAI, TAMIL NADU, 600002

Starting Date

Nov 29, 2018

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Sundaram AIF - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest with Sundaram Alternate Funds

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Sundaram AIF

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