Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
7.03%
6 Months
6.66%
31.10%
1 Year
7.95%
52.47%
3 Years
14.01%
17.74%
5 Years
12.40%
16.38%
Since Inception
16.07%
15.58%
Fund Age
12 yrs 5 mo
16 yrs 9 mo
AUM
₹27.98 Cr
₹132.42 Cr
Alpha – 1 Year
3.23%
47.75%
Alpha – 3 Years
1.92%
5.65%
Information Ratio – 3 Years
0.55
0.46
Volatility – 1 Year
16.42%
26.74%
Volatility – 3 Years
14.36%
21.32%
Beta – 1 Year
0.92
1.30
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
0.15
1.52
Sharpe Ratio – 3 Years
0.63
0.68
Worst Rolling Year
-4.39%
-15.93%
Value at Worst Rolling Year
₹0.96 Cr
₹0.84 Cr
Deepest Drawdown
−17.36%
−20.79%
Recovery Period
532 days
134 days
1-Year Rolling Windows Positive
97.43%
89.14%
Median Rolling Year
15.67%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 25% · M 6% · S 37%
M 9% · S 83%
Number of Stocks
30
26
Portfolio P/E
29.90
31.63
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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)
2% / 0% / 0%
1% / 0% / 0%