Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
7.67%
6 Months
25.00%
27.70%
1 Year
17.14%
47.52%
3 Years
16.20%
23.98%
5 Years
15.34%
15.87%
Since Inception
19.60%
18.55%
Fund Age
7 yrs 3 mo
16 yrs 2 mo
AUM
₹127.23 Cr
₹1,022.92 Cr
Alpha – 1 Year
12.42%
42.80%
Alpha – 3 Years
4.43%
11.89%
Information Ratio – 3 Years
0.38
1.12
Volatility – 1 Year
23.12%
28.29%
Volatility – 3 Years
20.20%
20.76%
Beta – 1 Year
1.18
1.36
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
0.56
1.33
Sharpe Ratio – 3 Years
0.61
0.99
Worst Rolling Year
13.55%
-4.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−26.74%
−19.51%
Recovery Period
143 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
20.50%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 22% · M 32% · S 42%
Number of Stocks
101
26
Portfolio P/E
52.20
50.74
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%