Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
7.03%
6 Months
8.20%
31.10%
1 Year
15.48%
52.47%
3 Years
18.05%
17.74%
5 Years
15.54%
16.38%
Since Inception
14.61%
15.58%
Fund Age
10 yrs 4 mo
16 yrs 9 mo
AUM
₹747.6 Cr
₹132.42 Cr
Alpha – 1 Year
15.83%
47.75%
Alpha – 3 Years
9.06%
5.65%
Information Ratio – 3 Years
0.72
0.46
Volatility – 1 Year
18.67%
26.74%
Volatility – 3 Years
21.45%
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.31
0.97
Sharpe Ratio – 1 Year
0.58
1.52
Sharpe Ratio – 3 Years
0.64
0.68
Worst Rolling Year
-13.89%
-15.93%
Value at Worst Rolling Year
₹0.86 Cr
₹0.84 Cr
Deepest Drawdown
−30.97%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
77.45%
89.14%
Median Rolling Year
21.11%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 35% · M 50% · S 14%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
31.22
31.63
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
1% / 0% / 0%