Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
7.67%
6 Months
32.15%
27.70%
1 Year
16.77%
47.52%
3 Years
19.00%
23.98%
5 Years
20.10%
15.87%
Since Inception
27.01%
18.55%
Fund Age
6 yrs 10 mo
16 yrs 2 mo
AUM
₹247.64 Cr
₹1,022.92 Cr
Alpha – 1 Year
13.79%
42.80%
Alpha – 3 Years
7.10%
11.89%
Information Ratio – 3 Years
0.30
1.12
Volatility – 1 Year
39.13%
28.29%
Volatility – 3 Years
29.47%
20.76%
Beta – 1 Year
1.87
1.36
Beta – 3 Years
1.36
1.07
Sharpe Ratio – 1 Year
0.42
1.33
Sharpe Ratio – 3 Years
0.55
0.99
Worst Rolling Year
15.03%
-4.58%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−35.86%
−19.51%
Recovery Period
94 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
31.90%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 22% · M 32% · S 42%
Number of Stocks
42
26
Portfolio P/E
42.30
50.74
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%