Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Concentrated Option vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Concentrated Option
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
2.00%
7.67%
6 Months
4.68%
27.70%
1 Year
1.87%
47.52%
3 Years
11.50%
23.98%
5 Years
11.18%
15.87%
Since Inception
13.51%
18.55%
Fund Age
7 yrs 4 mo
16 yrs 2 mo
AUM
₹149.25 Cr
₹1,022.92 Cr
Alpha – 1 Year
−2.85%
42.80%
Alpha – 3 Years
−0.59%
11.89%
Information Ratio – 3 Years
-0.25
1.12
Volatility – 1 Year
19.19%
28.29%
Volatility – 3 Years
15.31%
20.76%
Beta – 1 Year
1.06
1.36
Beta – 3 Years
0.92
1.07
Sharpe Ratio – 1 Year
-0.09
1.33
Sharpe Ratio – 3 Years
0.39
0.99
Worst Rolling Year
9.38%
-4.58%
Value at Worst Rolling Year
₹1.09 Cr
₹0.95 Cr
Deepest Drawdown
−17.52%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.16%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 61% · M 17% · S 18%
L 22% · M 32% · S 42%
Number of Stocks
15
26
Portfolio P/E
23.26
50.74
Top 5 Holdings
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
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 · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
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%