Portfolio Management Services (PMS)Compare Schemes
NAFA - Small Cap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
NAFA - Small Cap
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
1.33%
7.03%
6 Months
9.10%
31.10%
1 Year
−3.87%
52.47%
3 Years
5.03%
17.74%
5 Years
11.30%
16.38%
Since Inception
15.74%
15.58%
Fund Age
7 yrs 5 mo
16 yrs 9 mo
AUM
₹51.79 Cr
₹132.42 Cr
Alpha – 1 Year
−5.73%
47.75%
Alpha – 3 Years
−7.05%
5.65%
Information Ratio – 3 Years
-0.47
0.46
Volatility – 1 Year
25.89%
26.74%
Volatility – 3 Years
20.56%
21.32%
Beta – 1 Year
1.37
1.30
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
-0.24
1.52
Sharpe Ratio – 3 Years
0.08
0.68
Worst Rolling Year
5.04%
-15.93%
Value at Worst Rolling Year
₹1.05 Cr
₹0.84 Cr
Deepest Drawdown
−31.48%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
24.17%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
M 6% · S 89%
M 9% · S 83%
Number of Stocks
35
26
Portfolio P/E
23.62
31.63
Top 5 Holdings
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
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 · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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)
1% / 0% / 0%
1% / 0% / 0%