Portfolio Management Services (PMS)Compare Schemes
Edelweiss Focused Mid & Small Cap Portfolio Series II vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Edelweiss Focused Mid & Small Cap Portfolio Series II
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
7.67%
6 Months
24.50%
27.70%
1 Year
16.08%
47.52%
3 Years
8.83%
23.98%
5 Years
7.88%
15.87%
Since Inception
9.93%
18.55%
Fund Age
8 yrs 7 mo
16 yrs 2 mo
AUM
₹6.19 Cr
₹1,022.92 Cr
Alpha – 1 Year
16.43%
42.80%
Alpha – 3 Years
−0.16%
11.89%
Information Ratio – 3 Years
0.06
1.12
Volatility – 1 Year
23.83%
28.29%
Volatility – 3 Years
20.97%
20.76%
Beta – 1 Year
1.19
1.36
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
0.51
1.33
Sharpe Ratio – 3 Years
0.26
0.99
Worst Rolling Year
-1.14%
-4.58%
Value at Worst Rolling Year
₹0.99 Cr
₹0.95 Cr
Deepest Drawdown
−28.92%
−19.51%
Recovery Period
458 days
115 days
1-Year Rolling Windows Positive
98.16%
97.86%
Median Rolling Year
14.31%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 9% · M 13% · S 77%
L 22% · M 32% · S 42%
Number of Stocks
33
26
Portfolio P/E
33.49
50.74
Top 5 Holdings
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
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 · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
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)
3% / 2% / 1%
1% / 0% / 0%