Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
7.03%
6 Months
2.30%
31.10%
1 Year
14.70%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
11.00%
15.58%
Fund Age
16 mo
16 yrs 9 mo
AUM
₹82.94 Cr
₹132.42 Cr
Alpha – 1 Year
7.80%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
17.53%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
1.69
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.57
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−12.55%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
15
26
Portfolio P/E
—
31.63
Top 5 Holdings
—
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 · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%