Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
7.03%
6 Months
26.95%
31.10%
1 Year
13.12%
52.47%
3 Years
17.80%
17.74%
5 Years
15.04%
16.38%
Since Inception
22.70%
15.58%
Fund Age
8 yrs
16 yrs 9 mo
AUM
₹357.26 Cr
₹132.42 Cr
Alpha – 1 Year
10.14%
47.75%
Alpha – 3 Years
5.90%
5.65%
Information Ratio – 3 Years
0.31
0.46
Volatility – 1 Year
32.38%
26.74%
Volatility – 3 Years
25.45%
21.32%
Beta – 1 Year
1.68
1.30
Beta – 3 Years
1.37
0.97
Sharpe Ratio – 1 Year
0.36
1.52
Sharpe Ratio – 3 Years
0.56
0.68
Worst Rolling Year
11.19%
-15.93%
Value at Worst Rolling Year
₹1.11 Cr
₹0.84 Cr
Deepest Drawdown
−26.50%
−20.79%
Recovery Period
80 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
27.28%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 7% · M 19% · S 59%
M 9% · S 83%
Number of Stocks
42
26
Portfolio P/E
42.01
31.63
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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 · 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)
0% / 0% / 0%
1% / 0% / 0%