Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
7.67%
6 Months
−1.55%
27.70%
1 Year
2.26%
47.52%
3 Years
3.37%
23.98%
5 Years
4.66%
15.87%
Since Inception
9.07%
18.55%
Fund Age
6 yrs 8 mo
16 yrs 2 mo
AUM
₹55.15 Cr
₹1,022.92 Cr
Alpha – 1 Year
−0.72%
42.80%
Alpha – 3 Years
−8.51%
11.89%
Information Ratio – 3 Years
-1.16
1.12
Volatility – 1 Year
17.30%
28.29%
Volatility – 3 Years
16.20%
20.76%
Beta – 1 Year
0.96
1.36
Beta – 3 Years
0.96
1.07
Sharpe Ratio – 1 Year
-0.10
1.33
Sharpe Ratio – 3 Years
-0.05
0.99
Worst Rolling Year
0.65%
-4.58%
Value at Worst Rolling Year
₹1.01 Cr
₹0.95 Cr
Deepest Drawdown
−23.57%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.70%
97.86%
Median Rolling Year
10.16%
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
31.94
50.74
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%