Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
7.67%
6 Months
19.31%
27.70%
1 Year
11.21%
47.52%
3 Years
13.34%
23.98%
5 Years
15.02%
15.87%
Since Inception
17.08%
18.55%
Fund Age
5 yrs 4 mo
16 yrs 2 mo
AUM
₹135.65 Cr
₹1,022.92 Cr
Alpha – 1 Year
6.49%
42.80%
Alpha – 3 Years
1.25%
11.89%
Information Ratio – 3 Years
0.12
1.12
Volatility – 1 Year
20.71%
28.29%
Volatility – 3 Years
17.79%
20.76%
Beta – 1 Year
1.05
1.36
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
0.35
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
12.49%
-4.58%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−25.10%
−19.51%
Recovery Period
493 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
19.71%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%