Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Equity vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Equity
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.81%
7.03%
6 Months
3.41%
31.10%
1 Year
8.90%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
10.39%
15.58%
Fund Age
16 mo
16 yrs 9 mo
AUM
₹54.76 Cr
₹132.42 Cr
Alpha – 1 Year
9.33%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
14.74%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
0.82
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.28
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−10.47%
−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
—
M 9% · S 83%
Number of Stocks
28
26
Portfolio P/E
—
31.63
Top 5 Holdings
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
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
1.30% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%