Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
7.67%
6 Months
1.74%
27.70%
1 Year
10.49%
47.52%
3 Years
12.80%
23.98%
5 Years
12.91%
15.87%
Since Inception
15.37%
18.55%
Fund Age
7 yrs 7 mo
16 yrs 2 mo
AUM
₹15.96 Cr
₹1,022.92 Cr
Alpha – 1 Year
10.84%
42.80%
Alpha – 3 Years
3.80%
11.89%
Information Ratio – 3 Years
0.47
1.12
Volatility – 1 Year
19.22%
28.29%
Volatility – 3 Years
17.53%
20.76%
Beta – 1 Year
1.18
1.36
Beta – 3 Years
1.15
1.07
Sharpe Ratio – 1 Year
0.34
1.33
Sharpe Ratio – 3 Years
0.48
0.99
Worst Rolling Year
12.46%
-4.58%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−19.38%
−19.51%
Recovery Period
275 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
18.63%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 22% · M 32% · S 42%
Number of Stocks
38
26
Portfolio P/E
24.65
50.74
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%