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SUNDARAM Alternative Opportunities Series – High Yield Secured Debt Fund

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About Company

Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), which specializes in high-net-worth individuals’ investing needs (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Lending Limited, India’s largest non-banking finance firm. Under the Sundaram umbrella, there are two divisions: Sundaram Portfolio Managers (SPM) and Sundaram Alternative Investment Funds (AIFs). Sundaram Alternates tailors solutions to assist you to achieve your long-term wealth-building goals, based on a foundation of trust. Our fund management team has over three decades of experience in the real estate and stock markets, and our strategies are based on cutting-edge industry standards, robust operational models, data-backed research, and transparency to give your money the edge it requires. Invest with the help of Join us and take the next step forward.

Fund Snapshot

Year of Inception -NA-
Number of Stocks -NA-
Investment Horizon -NA-
Fund Managers Karthik Athreya 

Unique Feature

High Yield Debt Oriented Category II AIF

Investment Philosophy

  • Investing in a collection of high-yielding debentures and mezzanine securities (including equities) that are fully protected unlisted or listed securities of real estate developers / companies and are projected to yield a gross IRR of 17-21 percent * (INR).
  • Minimum ticket size for this fund is ₹1 crore. 

About Fund Manager

 

Mr. Karthik Athreya has over 22 years of expertise in financial services, including principal investing, funds management, investment banking, corporate finance, assurance, and transaction diligence. He was the Head of Alternative Credit Investment Strategy at Sundaram Asset Management Company (SAMC). Prior to joining SAMC, Mr. Karthik worked at HD Ventures LLP, where he was developing an alternative investment and private wealth advising platform. Since 2007, Mr. Karthik has overseen the India operations of Clearwater Capital Partners, a pan-Asian private equity company located in Mumbai, and has served on the firm’s Management and Investment Committees. Altico Capital, Clearwater’s high yield asset-backed lending NBFC platform, was founded and built up with his help. Mr. Karthik was a founding employee of Clearwater before that YES Bank’s Director of Investment Banking. Mr. Karthik formerly served as a Director at Rabo India Finance, a subsidiary of Rabobank Nederlands, in the Investment Banking division. Mr. Karthik formerly worked for Arthur Andersen’s Corporate Finance group and PricewaterhouseCoopers’ assurance and transaction advising department.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Sundaram Emerging Leadership Fund (S.E.L.F.)

AMC Name: Sundaram Alternate Assets Limited Inc Date: 29-Jun-10
mid cap
(PMS)
644 Strategy 6.7 9.9 5.8 1.7 34.0 28.0 15.2 20.2 18.2
Nifty Midcap Index 6.2 11.3 11.5 10.8 37.4 26.2 11.5 16.1 11.7

Sundaram Voyager Portfolio

AMC Name: Sundaram Alternate Assets Limited Inc Date: 11-Oct-11
multi cap
(PMS)
269 Strategy 5.8 7.9 3.4 -0.3 30.8 28.3 16.3 21.9 20.7
NSE Nifty 500 Index 4.5 8.5 7.1 5.3 27.9 19.5 12 14 13.2

Sundaram Rising star Portfolio

AMC Name: Sundaram Alternate Assets Limited Inc Date: 25-Nov-09
small cap
(PMS)
82 Strategy 9.30 13.20 10.90 16.30 39.40 25.00 8.90 18.80 15.30
BSE Smallcap 5.90 8.60 7.50 6.40 41.40 31.70 12.40 16.20 10.90

Sundaram India Secular Opportunities Portfolio (SISOP)

AMC Name: Sundaram Alternate Assets Limited Inc Date: 22-Feb-10
multi cap
(PMS)
975 Strategy 5.2 7.8 3.5 -1.2 28.3 23.3 14.4 16.3 18.2
NSE Nifty 500 Index 4.5 8.5 7.1 5.3 27.9 19.5 12 14 11.1

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.