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FIRST MODERATE

Sundaram Alternate Assets Limited

78.15 CR AUM

FIRST MODERATE

FIRST MODERATE

Sundaram Alternate Assets Limited

78.15 CR AUM

CRISIL Composite Bond Index
Benchmark
1yr 11mo
Age
DEBT
Strategy
AMC Charges 1.5%
Fixed Fees
AMC FEE 1.5%
Variable Fees
1ST YEAR 3% 2ND YEAR 2% 3RD YEAR 1%
Exit Load
CRISIL Composite Bond Index
Benchmark
1yr 11mo
Age
DEBT
Strategy
AMC Charges 1.5%
Fixed Fees
AMC FEE 1.5%
Variable Fees
1ST YEAR 3% 2ND YEAR 2% 3RD YEAR 1%
Exit Load
Fund manager

darshan engineer

Fund Manager
DEBTStrategies

Darshan Engineer is an experienced investment professional with over 16 years in financial markets, including 14 years in equities and 2 years in credit ratings. His investment career spans across leading PMS and AIF platforms such as Alchemy Capital, Karma Capital, and Valuequest, with a focus on small and mid-cap strategies. Known for his strong bottom-up research capabilities, Darshan brings deep sectoral expertise across consumer discretionary, auto & auto ancillaries, pharmaceuticals, chemicals, and information technology. His approach combines detailed financial modelling with a strong understanding of business fundamentals. An MBA in Finance from Jamnalal Bajaj Institute of Management Studies and a Computer Science engineer from Mumbai University, Darshan has also held leadership roles in credit research during his stint at CRISIL.

Darshan Engineer is an experienced investment professional with over 16 years in financial markets, including 14 years in equities and 2 years in credit ratings. His investment career spans across leading PMS and AIF platforms such as Alchemy Capital, Karma Capital, and Valuequest, with a focus on small and mid-cap strategies. Known for his strong bottom-up research capabilities, Darshan brings deep sectoral expertise across consumer discretionary, auto & auto ancillaries, pharmaceuticals, chemicals, and information technology. His approach combines detailed financial modelling with a strong understanding of business fundamentals. An MBA in Finance from Jamnalal Bajaj Institute of Management Studies and a Computer Science engineer from Mumbai University, Darshan has also held leadership roles in credit research during his stint at CRISIL.
Fund manager

vikaas m sachdeva

Fund Manager
DEBTStrategies

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.
1OF2

Purpose

Capital Appreciation and Income Generation

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
0.93%
1M benchmark return
0.87%
Alpha
0.06%
1M Wealth multiple
1.01x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
0.93%
1M benchmark return
0.87%
Alpha
0.06%
1M Wealth multiple
1.01x

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