Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
7.03%
6 Months
5.63%
31.10%
1 Year
4.60%
52.47%
3 Years
14.51%
17.74%
5 Years
12.90%
16.38%
Since Inception
19.56%
15.58%
Fund Age
6 yrs 4 mo
16 yrs 9 mo
AUM
₹1,566.43 Cr
₹132.42 Cr
Alpha – 1 Year
1.62%
47.75%
Alpha – 3 Years
2.62%
5.65%
Information Ratio – 3 Years
0.58
0.46
Volatility – 1 Year
21.65%
26.74%
Volatility – 3 Years
16.64%
21.32%
Beta – 1 Year
1.18
1.30
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.06
1.52
Sharpe Ratio – 3 Years
0.58
0.68
Worst Rolling Year
12.32%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−20.60%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.14%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 41% · M 24% · S 29%
M 9% · S 83%
Number of Stocks
42
26
Portfolio P/E
—
31.63
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%