Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
7.67%
6 Months
−2.22%
27.70%
1 Year
−4.46%
47.52%
3 Years
4.69%
23.98%
5 Years
4.88%
15.87%
Since Inception
9.48%
18.55%
Fund Age
8 yrs 11 mo
16 yrs 2 mo
AUM
₹242.51 Cr
₹1,022.92 Cr
Alpha – 1 Year
−7.44%
42.80%
Alpha – 3 Years
−7.19%
11.89%
Information Ratio – 3 Years
-1.12
1.12
Volatility – 1 Year
16.89%
28.29%
Volatility – 3 Years
18.01%
20.76%
Beta – 1 Year
0.95
1.36
Beta – 3 Years
1.07
1.07
Sharpe Ratio – 1 Year
-0.51
1.33
Sharpe Ratio – 3 Years
0.04
0.99
Worst Rolling Year
2.18%
-4.58%
Value at Worst Rolling Year
₹1.02 Cr
₹0.95 Cr
Deepest Drawdown
−24.10%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.69%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 22% · M 32% · S 42%
Number of Stocks
34
26
Portfolio P/E
41.30
50.74
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%