Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
7.03%
6 Months
13.27%
31.10%
1 Year
19.25%
52.47%
3 Years
19.26%
17.74%
5 Years
12.69%
16.38%
Since Inception
18.49%
15.58%
Fund Age
7 yrs 3 mo
16 yrs 9 mo
AUM
₹40.18 Cr
₹132.42 Cr
Alpha – 1 Year
14.53%
47.75%
Alpha – 3 Years
7.17%
5.65%
Information Ratio – 3 Years
0.70
0.46
Volatility – 1 Year
26.49%
26.74%
Volatility – 3 Years
18.75%
21.32%
Beta – 1 Year
1.37
1.30
Beta – 3 Years
1.06
0.97
Sharpe Ratio – 1 Year
0.59
1.52
Sharpe Ratio – 3 Years
0.71
0.68
Worst Rolling Year
12.14%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−15.45%
−20.79%
Recovery Period
24 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
20.15%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 13% · M 41% · S 44%
M 9% · S 83%
Number of Stocks
36
26
Portfolio P/E
41.94
31.63
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%