Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
7.03%
6 Months
0.50%
31.10%
1 Year
6.34%
52.47%
3 Years
19.74%
17.74%
5 Years
16.62%
16.38%
Since Inception
20.10%
15.58%
Fund Age
6 yrs 1 mo
16 yrs 9 mo
AUM
₹56.91 Cr
₹132.42 Cr
Alpha – 1 Year
1.64%
47.75%
Alpha – 3 Years
7.64%
5.65%
Information Ratio – 3 Years
0.90
0.46
Volatility – 1 Year
16.52%
26.74%
Volatility – 3 Years
17.18%
21.32%
Beta – 1 Year
0.89
1.30
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
0.14
1.52
Sharpe Ratio – 3 Years
0.84
0.68
Worst Rolling Year
18.93%
-15.93%
Value at Worst Rolling Year
₹1.19 Cr
₹0.84 Cr
Deepest Drawdown
−18.72%
−20.79%
Recovery Period
245 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
25.30%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 59% · M 40%
M 9% · S 83%
Number of Stocks
20
26
Portfolio P/E
27.00
31.63
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%