Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
7.03%
6 Months
19.31%
31.10%
1 Year
11.21%
52.47%
3 Years
13.34%
17.74%
5 Years
15.02%
16.38%
Since Inception
17.08%
15.58%
Fund Age
5 yrs 4 mo
16 yrs 9 mo
AUM
₹135.65 Cr
₹132.42 Cr
Alpha – 1 Year
6.49%
47.75%
Alpha – 3 Years
1.25%
5.65%
Information Ratio – 3 Years
0.12
0.46
Volatility – 1 Year
20.71%
26.74%
Volatility – 3 Years
17.79%
21.32%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
0.35
1.52
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
12.49%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−25.10%
−20.79%
Recovery Period
493 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.71%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 18% · M 24% · S 55%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%