Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.11%
7.03%
6 Months
6.51%
31.10%
1 Year
4.40%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
5.71%
15.58%
Fund Age
18 mo
16 yrs 9 mo
AUM
₹24.25 Cr
₹132.42 Cr
Alpha – 1 Year
4.75%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
15.94%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.93
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.02
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−14.84%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 56% · M 22% · S 19%
M 9% · S 83%
Number of Stocks
59
26
Portfolio P/E
41.96
31.63
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%