Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
7.67%
6 Months
−5.38%
27.70%
1 Year
−6.70%
47.52%
3 Years
7.98%
23.98%
5 Years
—
15.87%
Since Inception
7.98%
18.55%
Fund Age
2 yrs 11 mo
16 yrs 2 mo
AUM
₹7.31 Cr
₹1,022.92 Cr
Alpha – 1 Year
−6.35%
42.80%
Alpha – 3 Years
−1.02%
11.89%
Information Ratio – 3 Years
-0.08
1.12
Volatility – 1 Year
17.44%
28.29%
Volatility – 3 Years
15.65%
20.76%
Beta – 1 Year
1.08
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.61
1.33
Sharpe Ratio – 3 Years
0.22
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−21.15%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 22% · M 32% · S 42%
Number of Stocks
66
26
Portfolio P/E
27.03
50.74
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%