Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
7.67%
6 Months
−4.38%
27.70%
1 Year
−4.58%
47.52%
3 Years
4.80%
23.98%
5 Years
3.85%
15.87%
Since Inception
17.02%
18.55%
Fund Age
25 yrs 6 mo
16 yrs 2 mo
AUM
₹724.64 Cr
₹1,022.92 Cr
Alpha – 1 Year
−7.56%
42.80%
Alpha – 3 Years
−7.08%
11.89%
Information Ratio – 3 Years
-1.30
1.12
Volatility – 1 Year
16.92%
28.29%
Volatility – 3 Years
16.49%
20.76%
Beta – 1 Year
0.94
1.36
Beta – 3 Years
1.01
1.07
Sharpe Ratio – 1 Year
-0.52
1.33
Sharpe Ratio – 3 Years
0.04
0.99
Worst Rolling Year
-12.59%
-4.58%
Value at Worst Rolling Year
₹0.87 Cr
₹0.95 Cr
Deepest Drawdown
−23.98%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
95.35%
97.86%
Median Rolling Year
15.09%
18.35%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 22% · M 32% · S 42%
Number of Stocks
22
26
Portfolio P/E
32.63
50.74
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%