SUNIOP
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -2.88%
- 3M
- -5.33%
- 6M
- -10.66%
- 9M
- —
- 1Y
- -6.26%
- 2Y
- +1.18%
- 3Y
- +2.67%
- 4Y
- +4.81%
- 5Y
- +6.16%
- Since Inception
- +7.63%
- Strategy AUM
- ₹0 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −2.88% | −0.17% | −2.71% |
| 3 Months | −5.33% | −2.34% | −2.99% |
| 6 Months | −10.66% | −5.39% | −5.27% |
| 1 Year | −6.26% | −0.07% | −6.19% |
| 2 Years | +1.18% | +4.14% | −2.96% |
| 3 Years | +2.67% | +13.46% | −10.79% |
| 4 Years | +4.81% | +13.31% | −8.50% |
| 5 Years | +6.16% | +12.29% | −6.13% |
| Since Inception | +7.63% | +12.77% | −5.14% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −2.88% | −0.17% | −2.71% |
| Apr-2026 | +8.01% | +10.38% | −2.37% |
| Mar-2026 | −9.76% | −11.37% | +1.61% |
| Feb-2026 | −1.88% | +0.45% | −2.33% |
| Jan-2026 | −2.88% | −3.34% | +0.46% |
| Dec-2025 | −0.97% | −0.24% | −0.73% |
| Nov-2025 | +1.74% | +0.96% | +0.78% |
| Oct-2025 | +5.35% | +4.27% | +1.08% |
| Sep-2025 | −0.85% | +1.24% | −2.09% |
| Aug-2025 | −1.99% | −1.75% | −0.24% |
| Jul-2025 | −2.49% | −2.71% | +0.22% |
| Jun-2025 | +3.31% | +3.68% | −0.37% |
| May-2025 | +2.37% | +3.54% | −1.17% |
Strategy Details
APMI fact sheet
- Inception
- 01 Aug 2017
- Age
- 8.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.00×
- Turnover (1M)
- 0.00×
- 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 : 2.5 %
- Variable fees
- AMC : 1.5 % HURDLE RATE : 10 % PERFORMANCE FEES : 20 %
- 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
- SUNIOP
- 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.