Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
7.67%
6 Months
−7.36%
27.70%
1 Year
−4.21%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
−4.18%
18.55%
Fund Age
12 mo
16 yrs 2 mo
AUM
₹139.3 Cr
₹1,022.92 Cr
Alpha – 1 Year
−3.78%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
16.33%
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
1.01
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.52
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 22% · M 32% · S 42%
Number of Stocks
15
26
Portfolio P/E
28.49
50.74
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%