Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
7.03%
6 Months
−5.56%
31.10%
1 Year
34.70%
52.47%
3 Years
27.41%
17.74%
5 Years
32.51%
16.38%
Since Inception
32.15%
15.58%
Fund Age
13 yrs 6 mo
16 yrs 9 mo
AUM
₹2,318.72 Cr
₹132.42 Cr
Alpha – 1 Year
35.05%
47.75%
Alpha – 3 Years
18.41%
5.65%
Information Ratio – 3 Years
1.03
0.46
Volatility – 1 Year
21.67%
26.74%
Volatility – 3 Years
15.53%
21.32%
Beta – 1 Year
0.28
1.30
Beta – 3 Years
0.35
0.97
Sharpe Ratio – 1 Year
1.24
1.52
Sharpe Ratio – 3 Years
1.31
0.68
Worst Rolling Year
-17.36%
-15.93%
Value at Worst Rolling Year
₹0.83 Cr
₹0.84 Cr
Deepest Drawdown
−21.72%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
88.36%
89.14%
Median Rolling Year
37.79%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 4% · M 6% · S 13%
M 9% · S 83%
Number of Stocks
9
26
Portfolio P/E
14.68
31.63
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%