Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
7.03%
6 Months
29.13%
31.10%
1 Year
20.96%
52.47%
3 Years
17.22%
17.74%
5 Years
—
16.38%
Since Inception
23.59%
15.58%
Fund Age
3 yrs 7 mo
16 yrs 9 mo
AUM
₹147.56 Cr
₹132.42 Cr
Alpha – 1 Year
16.24%
47.75%
Alpha – 3 Years
5.13%
5.65%
Information Ratio – 3 Years
0.33
0.46
Volatility – 1 Year
30.80%
26.74%
Volatility – 3 Years
25.65%
21.32%
Beta – 1 Year
1.54
1.30
Beta – 3 Years
1.41
0.97
Sharpe Ratio – 1 Year
0.58
1.52
Sharpe Ratio – 3 Years
0.54
0.68
Worst Rolling Year
15.38%
-15.93%
Value at Worst Rolling Year
₹1.15 Cr
₹0.84 Cr
Deepest Drawdown
−28.52%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
21.14%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 63% · M 11% · S 17%
M 9% · S 83%
Number of Stocks
18
26
Portfolio P/E
—
31.63
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%