Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap 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
1.89%
7.03%
6 Months
6.49%
31.10%
1 Year
7.74%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
3.50%
15.58%
Fund Age
18 mo
16 yrs 9 mo
AUM
₹90.44 Cr
₹132.42 Cr
Alpha – 1 Year
8.09%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
16.04%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.97
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.21
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−13.86%
−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 40% · M 23% · S 27%
M 9% · S 83%
Number of Stocks
110
26
Portfolio P/E
36.94
31.63
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
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 · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
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%