Sundaram Alternative Opportunities Fund- Atlas

Category III

Overview

The primary objective of the Fund 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. The Fund would have a diversified target portfolio of stocks which would typically range between 15 (fifteen) to 25 (twenty-five) 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. The Fund’s investments will focus predominantly on structural growth stories and a portion of allocation to cyclical turnaround stories so as to achieve the objective of the Fund. The Fund will be sector agnostic.

Fund Type

Category III

Category Type

Long Only Equity Funds (100%)

Investment Focus

Multicap

Fund Currency

INR

AUM (₹in cr.)

Sponsor Commitment (₹in cr.)

Registration Number

IN/AIF3/16-17/0291

Fund Inception Date

01-01-2022

First Close Date

Last Close Date

Last Updated Factsheet

28-02-2026

Ticket Size (₹in cr.)

₹1

Open And Close Ended Fund

Open-Ended

Tenure

6 Month Return

1 Year Return

3 Year Return

5 Year Return

Since Inception Return

Extension Period

Lock-in Period

Residual Tenure

Open For Investments

Yes