Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
7.67%
6 Months
11.91%
27.70%
1 Year
10.06%
47.52%
3 Years
13.81%
23.98%
5 Years
13.88%
15.87%
Since Inception
20.20%
18.55%
Fund Age
15 yrs 1 mo
16 yrs 2 mo
AUM
₹980.13 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.36%
42.80%
Alpha – 3 Years
1.71%
11.89%
Information Ratio – 3 Years
0.21
1.12
Volatility – 1 Year
18.76%
28.29%
Volatility – 3 Years
19.39%
20.76%
Beta – 1 Year
0.98
1.36
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
0.32
1.33
Sharpe Ratio – 3 Years
0.49
0.99
Worst Rolling Year
-23.74%
-4.58%
Value at Worst Rolling Year
₹0.76 Cr
₹0.95 Cr
Deepest Drawdown
−24.32%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
84.14%
97.86%
Median Rolling Year
24.84%
18.35%
5-Year Rolling Windows Positive
95.08%
100.00%
Market-Cap Mix
L 9% · M 13% · S 73%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
22.60
50.74
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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%