Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
7.67%
6 Months
3.75%
27.70%
1 Year
−5.76%
47.52%
3 Years
3.98%
23.98%
5 Years
6.05%
15.87%
Since Inception
9.94%
18.55%
Fund Age
7 yrs 9 mo
16 yrs 2 mo
AUM
₹45.09 Cr
₹1,022.92 Cr
Alpha – 1 Year
−8.74%
42.80%
Alpha – 3 Years
−7.91%
11.89%
Information Ratio – 3 Years
-1.11
1.12
Volatility – 1 Year
21.69%
28.29%
Volatility – 3 Years
18.00%
20.76%
Beta – 1 Year
1.21
1.36
Beta – 3 Years
1.08
1.07
Sharpe Ratio – 1 Year
-0.42
1.33
Sharpe Ratio – 3 Years
0.01
0.99
Worst Rolling Year
3.08%
-4.58%
Value at Worst Rolling Year
₹1.03 Cr
₹0.95 Cr
Deepest Drawdown
−29.01%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.65%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 22% · M 32% · S 42%
Number of Stocks
43
26
Portfolio P/E
—
50.74
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%