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Sundaram AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by Sundaram AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The Sundaram Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, Sundaram Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

Sundaram AIF - Business Summary

Total AUM

Rs.3128.68 Cr.

Avg. 1 Year Return

21.32%

Active Clients

2258

No. of Strategies

2

Minimum Investment

Rs.1 Crore

Experience

7 Years

Compounded Annual Returns of Sundaram Alternative Investment Fund

1 Year

21.32%

Nifty 50 - 1 Year

9.02%

3 Year

28.95%

Nifty 50 - 3 Year

27.34%

5 Year

14.35%

Nifty 50 - 5 Year

22.60%

Sundaram AIF Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

4.00%

Exit Load 2nd Year

3.00%

Exit Load 3rd Year

2.00%


Sundaram AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Sundaram Opportunities Series Acorn AIF Strategy
Not Disclosed
24.11%
Sundaram Opportunities Series Acorn AIF Strategy Or Investment Approach
Not Disclosed
7.37%
Sundaram Opportunities Series Atlas AIF Strategy
Not Disclosed
14.80%
Sundaram Opportunities Series Atlas AIF Strategy Or Investment Approach
Not Disclosed
14.80%

Top Fund Managers of Sundaram Alternative Investment

#1

Mr. Madanagopal Ramu

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Investment Solutions offered by Sundaram Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

4% within 1st Year

Support provided by Sundaram Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Sundaram AIF Dashboard or Backoffice Platform

Web Platform


Sundaram Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Sundaram AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Sundaram Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000002353

Contact Person

Ms Poonam Naik

Email ID

Compliance@relianceada.com

Telephone No.

022-4168-1200

Address

11th Floor, R Tech Park, Nirlon compound, Off Western express highway, Goregaon East Mumbai 400063 Maharashtra, India

Starting Date

Oct 16, 2016

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