Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
7.03%
6 Months
9.28%
31.10%
1 Year
4.13%
52.47%
3 Years
7.71%
17.74%
5 Years
8.27%
16.38%
Since Inception
11.49%
15.58%
Fund Age
8 yrs 5 mo
16 yrs 9 mo
AUM
₹123.55 Cr
₹132.42 Cr
Alpha – 1 Year
−0.59%
47.75%
Alpha – 3 Years
−4.38%
5.65%
Information Ratio – 3 Years
-0.33
0.46
Volatility – 1 Year
21.50%
26.74%
Volatility – 3 Years
16.95%
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
-0.02
1.52
Sharpe Ratio – 3 Years
0.26
0.68
Worst Rolling Year
7.04%
-15.93%
Value at Worst Rolling Year
₹1.07 Cr
₹0.84 Cr
Deepest Drawdown
−24.41%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
15.95%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 29% · M 38% · S 31%
M 9% · S 83%
Number of Stocks
20
26
Portfolio P/E
49.58
31.63
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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% / 0%
1% / 0% / 0%