Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
7.67%
6 Months
2.65%
27.70%
1 Year
10.76%
47.52%
3 Years
12.77%
23.98%
5 Years
14.58%
15.87%
Since Inception
17.50%
18.55%
Fund Age
7 yrs 7 mo
16 yrs 2 mo
AUM
₹83.87 Cr
₹1,022.92 Cr
Alpha – 1 Year
11.11%
42.80%
Alpha – 3 Years
3.77%
11.89%
Information Ratio – 3 Years
0.46
1.12
Volatility – 1 Year
18.53%
28.29%
Volatility – 3 Years
17.03%
20.76%
Beta – 1 Year
1.11
1.36
Beta – 3 Years
1.11
1.07
Sharpe Ratio – 1 Year
0.36
1.33
Sharpe Ratio – 3 Years
0.48
0.99
Worst Rolling Year
12.58%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−20.55%
−19.51%
Recovery Period
518 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
20.28%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 22% · M 32% · S 42%
Number of Stocks
51
26
Portfolio P/E
23.77
50.74
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 · 7.13%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%