Portfolio Management Services (PMS)Compare Schemes
NAFA - Small Cap vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
NAFA - Small Cap
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.33%
7.67%
6 Months
9.10%
27.70%
1 Year
−3.87%
47.52%
3 Years
5.03%
23.98%
5 Years
11.30%
15.87%
Since Inception
15.74%
18.55%
Fund Age
7 yrs 5 mo
16 yrs 2 mo
AUM
₹51.79 Cr
₹1,022.92 Cr
Alpha – 1 Year
−5.73%
42.80%
Alpha – 3 Years
−7.05%
11.89%
Information Ratio – 3 Years
-0.47
1.12
Volatility – 1 Year
25.89%
28.29%
Volatility – 3 Years
20.56%
20.76%
Beta – 1 Year
1.37
1.36
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
-0.24
1.33
Sharpe Ratio – 3 Years
0.08
0.99
Worst Rolling Year
5.04%
-4.58%
Value at Worst Rolling Year
₹1.05 Cr
₹0.95 Cr
Deepest Drawdown
−31.48%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
24.17%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 6% · S 89%
L 22% · M 32% · S 42%
Number of Stocks
35
26
Portfolio P/E
23.62
50.74
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 · 7.13%
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 · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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)
1% / 0% / 0%
1% / 0% / 0%