Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
7.67%
6 Months
12.65%
27.70%
1 Year
22.80%
47.52%
3 Years
18.05%
23.98%
5 Years
41.98%
15.87%
Since Inception
7.54%
18.55%
Fund Age
9 yrs 2 mo
16 yrs 2 mo
AUM
₹9.17 Cr
₹1,022.92 Cr
Alpha – 1 Year
24.84%
42.80%
Alpha – 3 Years
11.40%
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
21.50%
28.29%
Volatility – 3 Years
17.94%
20.76%
Beta – 1 Year
—
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.82
1.33
Sharpe Ratio – 3 Years
0.76
0.99
Worst Rolling Year
-34.33%
-4.58%
Value at Worst Rolling Year
₹0.66 Cr
₹0.95 Cr
Deepest Drawdown
−18.33%
−19.51%
Recovery Period
81 days
115 days
1-Year Rolling Windows Positive
68.37%
97.86%
Median Rolling Year
26.92%
18.35%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 22% · M 32% · S 42%
Number of Stocks
18
26
Portfolio P/E
18.68
50.74
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 · 7.13%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%