Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
7.67%
6 Months
−1.27%
27.70%
1 Year
2.67%
47.52%
3 Years
6.64%
23.98%
5 Years
7.83%
15.87%
Since Inception
10.74%
18.55%
Fund Age
8 yrs 1 mo
16 yrs 2 mo
AUM
₹495.64 Cr
₹1,022.92 Cr
Alpha – 1 Year
−0.31%
42.80%
Alpha – 3 Years
−5.24%
11.89%
Information Ratio – 3 Years
-0.72
1.12
Volatility – 1 Year
17.10%
28.29%
Volatility – 3 Years
16.45%
20.76%
Beta – 1 Year
0.95
1.36
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
-0.08
1.33
Sharpe Ratio – 3 Years
0.14
0.99
Worst Rolling Year
6.09%
-4.58%
Value at Worst Rolling Year
₹1.06 Cr
₹0.95 Cr
Deepest Drawdown
−22.30%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
14.93%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 22% · M 32% · S 42%
Number of Stocks
26
26
Portfolio P/E
31.96
50.74
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 · 7.13%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%