Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
7.03%
6 Months
2.87%
31.10%
1 Year
3.77%
52.47%
3 Years
6.69%
17.74%
5 Years
6.74%
16.38%
Since Inception
10.62%
15.58%
Fund Age
12 yrs 1 mo
16 yrs 9 mo
AUM
₹61.33 Cr
₹132.42 Cr
Alpha – 1 Year
−5.66%
47.75%
Alpha – 3 Years
−3.03%
5.65%
Information Ratio – 3 Years
-1.20
0.46
Volatility – 1 Year
3.14%
26.74%
Volatility – 3 Years
2.07%
21.32%
Beta – 1 Year
-0.20
1.30
Beta – 3 Years
-0.08
0.97
Sharpe Ratio – 1 Year
-0.40
1.52
Sharpe Ratio – 3 Years
0.62
0.68
Worst Rolling Year
-3.43%
-15.93%
Value at Worst Rolling Year
₹0.97 Cr
₹0.84 Cr
Deepest Drawdown
—
−20.79%
Recovery Period
—
134 days
1-Year Rolling Windows Positive
99.16%
89.14%
Median Rolling Year
11.58%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
9
26
Portfolio P/E
—
31.63
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%