Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Regular Option vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Regular Option
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
−0.11%
7.03%
6 Months
2.05%
31.10%
1 Year
−0.37%
52.47%
3 Years
11.11%
17.74%
5 Years
12.03%
16.38%
Since Inception
14.37%
15.58%
Fund Age
7 yrs 3 mo
16 yrs 9 mo
AUM
₹1,153.97 Cr
₹132.42 Cr
Alpha – 1 Year
−5.09%
47.75%
Alpha – 3 Years
−0.98%
5.65%
Information Ratio – 3 Years
-0.22
0.46
Volatility – 1 Year
18.27%
26.74%
Volatility – 3 Years
15.37%
21.32%
Beta – 1 Year
1.04
1.30
Beta – 3 Years
0.95
0.97
Sharpe Ratio – 1 Year
-0.22
1.52
Sharpe Ratio – 3 Years
0.41
0.68
Worst Rolling Year
10.19%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−18.43%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.55%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 48% · M 21% · S 29%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
24.35
31.63
Top 5 Holdings
ITC Ltd · 7.50%
HDFC Bank Ltd · 7.25%
Indraprastha Gas Ltd · 5.00%
Asian Paints Ltd · 4.50%
Container Corporation Of India Ltd · 4.50%
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
Financial Services · 25.00%
Fast Moving Consumer Goods · 11.00%
Automobile and Auto Components · 10.75%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%