Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap 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
−1.86%
7.67%
6 Months
0.50%
27.70%
1 Year
6.34%
47.52%
3 Years
19.74%
23.98%
5 Years
16.62%
15.87%
Since Inception
20.10%
18.55%
Fund Age
6 yrs 1 mo
16 yrs 2 mo
AUM
₹56.91 Cr
₹1,022.92 Cr
Alpha – 1 Year
1.64%
42.80%
Alpha – 3 Years
7.64%
11.89%
Information Ratio – 3 Years
0.90
1.12
Volatility – 1 Year
16.52%
28.29%
Volatility – 3 Years
17.18%
20.76%
Beta – 1 Year
0.89
1.36
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
0.14
1.33
Sharpe Ratio – 3 Years
0.84
0.99
Worst Rolling Year
18.93%
-4.58%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−18.72%
−19.51%
Recovery Period
245 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
25.30%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
27.00
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%