Alternate Funds

Investment Manager : Sundaram Alternates

Fund Name : Sundaram Alternative Opportunities Series – Atlas

Inception : May 1, 2022

Category : Category III

Investment Objective :

The investment objective of Sundaram Alternative Opportunities Series – Atlas – CAT III AIF will be to carry on the activity of a Category III AIF, as permissible under the Regulations so as to generate absolute total returns by adopting a bottom-up investment process. Sundaram Alternative Opportunities Series – Atlas – CAT III AIF will invest in small and mid-cap stocks with the objective of seeking long term capital appreciation.

Investment Philosophy :

The investment philosophy of Sundaram Alternative Opportunities Series – Atlas – CAT III AIF will be to carry on the activity of a Category III AIF, as permissible under the Regulations so as to generate absolute total returns. The portfolio will be a multi cap portfolio with investments in large, small and mid-cap stocks with the objective of seeking long term capital appreciation.

Investment Strategy :

Sundaram Alternative Opportunities Series – Atlas – CAT III AIF would have a diversified target portfolio of stocks which would typically range between 15 to 25 stocks. The number of investee companies in the portfolio is indicative and would be determined by the Investment Manager based on the opportunities, available funds for investment and market conditions.

Scheme Document

Coming soon