Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Sundaram Alternate - SELF
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%
7.67%
6 Months
−5.56%
27.70%
1 Year
34.70%
47.52%
3 Years
27.41%
23.98%
5 Years
32.51%
15.87%
Since Inception
32.15%
18.55%
Fund Age
13 yrs 6 mo
16 yrs 2 mo
AUM
₹2,318.72 Cr
₹1,022.92 Cr
Alpha – 1 Year
35.05%
42.80%
Alpha – 3 Years
18.41%
11.89%
Information Ratio – 3 Years
1.03
1.12
Volatility – 1 Year
21.67%
28.29%
Volatility – 3 Years
15.53%
20.76%
Beta – 1 Year
0.28
1.36
Beta – 3 Years
0.35
1.07
Sharpe Ratio – 1 Year
1.24
1.33
Sharpe Ratio – 3 Years
1.31
0.99
Worst Rolling Year
-17.36%
-4.58%
Value at Worst Rolling Year
₹0.83 Cr
₹0.95 Cr
Deepest Drawdown
−21.72%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
88.36%
97.86%
Median Rolling Year
37.79%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 22% · M 32% · S 42%
Number of Stocks
9
26
Portfolio P/E
14.68
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%