Sundaram Voyager Global Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +8.05%
- 3M
- +17.27%
- 6M
- +17.59%
- 9M
- —
- 1Y
- +29.03%
- 2Y
- +24.36%
- 3Y
- +22.48%
- 4Y
- +18.95%
- 5Y
- +16.52%
- Since Inception
- +19.92%
- Strategy AUM
- ₹233 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +8.05% | −0.17% | +8.22% |
| 3 Months | +17.27% | −2.34% | +19.61% |
| 6 Months | +17.59% | −5.39% | +22.98% |
| 1 Year | +29.03% | −0.07% | +29.10% |
| 2 Years | +24.36% | +4.14% | +20.22% |
| 3 Years | +22.48% | +13.46% | +9.02% |
| 4 Years | +18.95% | +13.31% | +5.64% |
| 5 Years | +16.52% | +12.29% | +4.23% |
| Since Inception | +19.92% | +13.87% | +6.05% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +8.05% | −0.17% | +8.22% |
| Apr-2026 | +21.10% | +10.38% | +10.72% |
| Mar-2026 | −10.38% | −11.37% | +0.99% |
| Feb-2026 | +7.42% | +0.45% | +6.97% |
| Jan-2026 | −3.74% | −3.34% | −0.40% |
| Dec-2025 | −3.03% | −0.24% | −2.79% |
| Nov-2025 | +0.87% | +0.96% | −0.09% |
| Oct-2025 | +7.12% | +4.27% | +2.85% |
| Sep-2025 | +2.30% | +1.24% | +1.06% |
| Aug-2025 | −1.69% | −1.75% | +0.06% |
| Jul-2025 | −2.55% | −2.71% | +0.16% |
| Jun-2025 | +3.63% | +3.68% | −0.05% |
| May-2025 | +10.13% | +3.54% | +6.59% |
Strategy Details
APMI fact sheet
- Inception
- 11 Oct 2011
- Age
- 14.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.42×
- Turnover (1M)
- 0.05×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Capital Appreciation
Fund Managers
1 manager
Name
Mr Karthik Athreya
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charge - 2.5%
- Variable fees
- Not disclosed
- Exit load
- 1st year - 1%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Sundaram Alternate Assets Limited
- Strategy
- Sundaram Voyager Global Portfolio
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.