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Pluswealth Assets LLP vs Sundaram Alternative - Opportunities Series - Atlas

Pluswealth Assets LLP

Sundaram Alternative - Opportunities Series - Atlas

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Growth of ₹1 Crore

Pluswealth Assets LLP

Sundaram Alternative - Opportunities Series - Atlas

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 7.6%

Pluswealth Assets LLP

12.1% • vol 5.6%

Sundaram Alternative - Opportunities Series - Atlas

23.3% • vol 20.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.86%

−1.41%

6 Months

2.99%

25.53%

1 Year

7.80%

27.30%

3 Years

12.12%

23.29%

5 Years

—

Since Inception

15.22%

20.51%

Fund Age

9 mo

4 yrs 5 mo

AUM

—

Alpha – 1 Year

6.65%

24.92%

Alpha – 3 Years

4.50%

12.08%

Information Ratio – 3 Years

—

1.04

Volatility – 1 Year

4.34%

28.26%

Volatility – 3 Years

5.62%

20.05%

Beta – 1 Year

—

1.42

Beta – 3 Years

—

1.07

Sharpe Ratio – 1 Year

0.56

0.79

Sharpe Ratio – 3 Years

1.12

0.87

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 3% / 2%

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