Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
7.03%
6 Months
2.65%
31.10%
1 Year
10.76%
52.47%
3 Years
12.77%
17.74%
5 Years
14.58%
16.38%
Since Inception
17.50%
15.58%
Fund Age
7 yrs 7 mo
16 yrs 9 mo
AUM
₹83.87 Cr
₹132.42 Cr
Alpha – 1 Year
11.11%
47.75%
Alpha – 3 Years
3.77%
5.65%
Information Ratio – 3 Years
0.46
0.46
Volatility – 1 Year
18.53%
26.74%
Volatility – 3 Years
17.03%
21.32%
Beta – 1 Year
1.11
1.30
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.36
1.52
Sharpe Ratio – 3 Years
0.48
0.68
Worst Rolling Year
12.58%
-15.93%
Value at Worst Rolling Year
₹1.13 Cr
₹0.84 Cr
Deepest Drawdown
−20.55%
−20.79%
Recovery Period
518 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
20.28%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 54% · M 18% · S 28%
M 9% · S 83%
Number of Stocks
51
26
Portfolio P/E
23.77
31.63
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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)
3% / 2% / 1%
1% / 0% / 0%