Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
7.67%
6 Months
8.20%
27.70%
1 Year
15.48%
47.52%
3 Years
18.05%
23.98%
5 Years
15.54%
15.87%
Since Inception
14.61%
18.55%
Fund Age
10 yrs 4 mo
16 yrs 2 mo
AUM
₹747.6 Cr
₹1,022.92 Cr
Alpha – 1 Year
15.83%
42.80%
Alpha – 3 Years
9.06%
11.89%
Information Ratio – 3 Years
0.72
1.12
Volatility – 1 Year
18.67%
28.29%
Volatility – 3 Years
21.45%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
1.31
1.07
Sharpe Ratio – 1 Year
0.58
1.33
Sharpe Ratio – 3 Years
0.64
0.99
Worst Rolling Year
-13.89%
-4.58%
Value at Worst Rolling Year
₹0.86 Cr
₹0.95 Cr
Deepest Drawdown
−30.97%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
77.45%
97.86%
Median Rolling Year
21.11%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 22% · M 32% · S 42%
Number of Stocks
25
26
Portfolio P/E
31.22
50.74
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 · 7.13%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
1% / 0% / 0%