PMSAIFGet AccreditedStock Holding Movement

SISOP

SISOP is a Equity Portfolio Management Service launched by Sundaram Alternate Assets Limited on February 2010. Managed by Mr Vikaas M Sachdeva, the fund holds ₹1865 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC : 2.5%% fixed fee and AMC : 1.5% Hurdle rate : 10% Performance fees : 20% over and above hurdle.% performance fee. Trailing returns: 30.8% (1Y), 24.93% CAGR (3Y), 18.94% since inception. Performance data as of July 2026.

›Fund Details
Learn

SISOP

Sundaram Alternate Assets Limited

1,864.55 CR AUM

SISOP

SISOP

Sundaram Alternate Assets Limited

1,864.55 CR AUM

BSE 500 TRI
Benchmark
16yr 5mo
Age
EQUITY
Strategy
AMC : 2.5%
Fixed Fees
AMC : 1.5% Hurdle rate : 10% Performance fees : 20% over and above hurdle.
Variable Fees
1st Year 1 %
Exit Load
BSE 500 TRI
Benchmark
16yr 5mo
Age
EQUITY
Strategy
AMC : 2.5%
Fixed Fees
AMC : 1.5% Hurdle rate : 10% Performance fees : 20% over and above hurdle.
Variable Fees
1st Year 1 %
Exit Load
Fund manager

vikaas m sachdeva

Fund Manager
EQUITYStrategies

Chief Executive Officer, Emkay Investment Managers Ltd. Vikaas is an industry veteran with over two decades of experience. In the course of his career, he has held several influential and senior management positions across marquee financial service organizations. He has a broad range of interests across functions like sales, distribution, marketing, Investment banking, product, and customer service. Vikaas was the CEO of Edelweiss Asset Management Ltd, successfully turning around the business culminating in the acquisition of JP Morgan MF and was also the Global CEO of Enam Asset Management Ltd, where he oversaw both global and domestic side of the business. He has also worked with Birla Sun Life International AMC Ltd. and ING Investment Management (India) Ltd. His industry affiliations include a seat at the Mutual Fund Advisory Committee (MFAC), a special committee of industry professionals selected by SEBI to advise them on governing the MF industry and he was also on the board of the Association of Mutual Funds of India (AMFI), heading the ETF and indexing committee, which submitted the first white paper on ETFs to SEBI.

Chief Executive Officer, Emkay Investment Managers Ltd. Vikaas is an industry veteran with over two decades of experience. In the course of his career, he has held several influential and senior management positions across marquee financial service organizations. He has a broad range of interests across functions like sales, distribution, marketing, Investment banking, product, and customer service. Vikaas was the CEO of Edelweiss Asset Management Ltd, successfully turning around the business culminating in the acquisition of JP Morgan MF and was also the Global CEO of Enam Asset Management Ltd, where he oversaw both global and domestic side of the business. He has also worked with Birla Sun Life International AMC Ltd. and ING Investment Management (India) Ltd. His industry affiliations include a seat at the Mutual Fund Advisory Committee (MFAC), a special committee of industry professionals selected by SEBI to advise them on governing the MF industry and he was also on the board of the Association of Mutual Funds of India (AMFI), heading the ETF and indexing committee, which submitted the first white paper on ETFs to SEBI.
Fund manager

karthik athreya

Fund Manager
EQUITYStrategies

Mr. KARTHIK ATHREYA is the Head Product & Strategy at Sundaram Alternates with an objective to build a scalable alternatives fund business in fixed income starting with the Sundaram AIF Cat II Fund that focuses on investing in high yield opportunities. He has over 22 years of experience across principal investing, funds management, investment banking, corporate finance, assurance and transaction diligence services. He is a Qualified CharteredAccountant and a Commerce graduate from Loyola College, Chennai, India.

Mr. KARTHIK ATHREYA is the Head Product & Strategy at Sundaram Alternates with an objective to build a scalable alternatives fund business in fixed income starting with the Sundaram AIF Cat II Fund that focuses on investing in high yield opportunities. He has over 22 years of experience across principal investing, funds management, investment banking, corporate finance, assurance and transaction diligence services. He is a Qualified CharteredAccountant and a Commerce graduate from Loyola College, Chennai, India.
1OF2

What is this fund's investment objective?

To generate capital appreciation

How has SISOP performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
2.38%
1M benchmark return
1.73%
Alpha
0.65%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
2.38%
1M benchmark return
1.73%
Alpha
0.65%
1M Wealth multiple
1.02x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ