Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
7.03%
6 Months
7.09%
31.10%
1 Year
−3.99%
52.47%
3 Years
6.36%
17.74%
5 Years
—
16.38%
Since Inception
8.96%
15.58%
Fund Age
3 yrs 3 mo
16 yrs 9 mo
AUM
₹101.42 Cr
₹132.42 Cr
Alpha – 1 Year
−8.71%
47.75%
Alpha – 3 Years
−5.73%
5.65%
Information Ratio – 3 Years
-0.76
0.46
Volatility – 1 Year
21.06%
26.74%
Volatility – 3 Years
16.81%
21.32%
Beta – 1 Year
1.13
1.30
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
-0.35
1.52
Sharpe Ratio – 3 Years
0.15
0.68
Worst Rolling Year
5.39%
-15.93%
Value at Worst Rolling Year
₹1.05 Cr
₹0.84 Cr
Deepest Drawdown
−25.09%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
7.02%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
—
31.63
Top 5 Holdings
—
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%