Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
7.03%
6 Months
−1.27%
31.10%
1 Year
2.67%
52.47%
3 Years
6.64%
17.74%
5 Years
7.83%
16.38%
Since Inception
10.74%
15.58%
Fund Age
8 yrs 1 mo
16 yrs 9 mo
AUM
₹495.64 Cr
₹132.42 Cr
Alpha – 1 Year
−0.31%
47.75%
Alpha – 3 Years
−5.24%
5.65%
Information Ratio – 3 Years
-0.72
0.46
Volatility – 1 Year
17.10%
26.74%
Volatility – 3 Years
16.45%
21.32%
Beta – 1 Year
0.95
1.30
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
-0.08
1.52
Sharpe Ratio – 3 Years
0.14
0.68
Worst Rolling Year
6.09%
-15.93%
Value at Worst Rolling Year
₹1.06 Cr
₹0.84 Cr
Deepest Drawdown
−22.30%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
14.93%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 62% · M 31% · S 6%
M 9% · S 83%
Number of Stocks
26
26
Portfolio P/E
31.96
31.63
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
1% / 0% / 0%