Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
7.67%
6 Months
9.19%
27.70%
1 Year
9.02%
47.52%
3 Years
14.71%
23.98%
5 Years
10.31%
15.87%
Since Inception
14.95%
18.55%
Fund Age
7 yrs 10 mo
16 yrs 2 mo
AUM
₹42.73 Cr
₹1,022.92 Cr
Alpha – 1 Year
4.30%
42.80%
Alpha – 3 Years
2.62%
11.89%
Information Ratio – 3 Years
0.63
1.12
Volatility – 1 Year
17.52%
28.29%
Volatility – 3 Years
14.89%
20.76%
Beta – 1 Year
0.97
1.36
Beta – 3 Years
0.92
1.07
Sharpe Ratio – 1 Year
0.26
1.33
Sharpe Ratio – 3 Years
0.66
0.99
Worst Rolling Year
8.19%
-4.58%
Value at Worst Rolling Year
₹1.08 Cr
₹0.95 Cr
Deepest Drawdown
−18.24%
−19.51%
Recovery Period
238 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
16.27%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
31.64
50.74
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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)
2% / 0% / 0%
1% / 0% / 0%