Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
7.03%
6 Months
12.65%
31.10%
1 Year
22.80%
52.47%
3 Years
18.05%
17.74%
5 Years
41.98%
16.38%
Since Inception
7.54%
15.58%
Fund Age
9 yrs 2 mo
16 yrs 9 mo
AUM
₹9.17 Cr
₹132.42 Cr
Alpha – 1 Year
24.84%
47.75%
Alpha – 3 Years
11.40%
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
21.50%
26.74%
Volatility – 3 Years
17.94%
21.32%
Beta – 1 Year
—
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.82
1.52
Sharpe Ratio – 3 Years
0.76
0.68
Worst Rolling Year
-34.33%
-15.93%
Value at Worst Rolling Year
₹0.66 Cr
₹0.84 Cr
Deepest Drawdown
−18.33%
−20.79%
Recovery Period
81 days
134 days
1-Year Rolling Windows Positive
68.37%
89.14%
Median Rolling Year
26.92%
15.32%
5-Year Rolling Windows Positive
74.51%
96.48%
Market-Cap Mix
L 13% · M 14% · S 73%
M 9% · S 83%
Number of Stocks
18
26
Portfolio P/E
18.68
31.63
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%