Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
7.67%
6 Months
4.25%
27.70%
1 Year
−3.44%
47.52%
3 Years
9.79%
23.98%
5 Years
—
15.87%
Since Inception
10.87%
18.55%
Fund Age
3 yrs
16 yrs 2 mo
AUM
₹15.27 Cr
₹1,022.92 Cr
Alpha – 1 Year
−3.09%
42.80%
Alpha – 3 Years
0.79%
11.89%
Information Ratio – 3 Years
0.12
1.12
Volatility – 1 Year
22.93%
28.29%
Volatility – 3 Years
21.19%
20.76%
Beta – 1 Year
1.23
1.36
Beta – 3 Years
1.16
1.07
Sharpe Ratio – 1 Year
-0.28
1.33
Sharpe Ratio – 3 Years
0.30
0.99
Worst Rolling Year
9.80%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−27.79%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
11.35%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 22% · M 32% · S 42%
Number of Stocks
46
26
Portfolio P/E
22.80
50.74
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%