Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.11%
7.67%
6 Months
6.51%
27.70%
1 Year
4.40%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
5.71%
18.55%
Fund Age
18 mo
16 yrs 2 mo
AUM
₹24.25 Cr
₹1,022.92 Cr
Alpha – 1 Year
4.75%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
15.94%
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
0.93
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.02
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−14.84%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 22% · S 19%
L 22% · M 32% · S 42%
Number of Stocks
59
26
Portfolio P/E
41.96
50.74
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 · 7.13%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%