Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
7.03%
6 Months
11.98%
31.10%
1 Year
18.12%
52.47%
3 Years
18.24%
17.74%
5 Years
—
16.38%
Since Inception
20.21%
15.58%
Fund Age
4 yrs 8 mo
16 yrs 9 mo
AUM
₹424.87 Cr
₹132.42 Cr
Alpha – 1 Year
13.40%
47.75%
Alpha – 3 Years
6.15%
5.65%
Information Ratio – 3 Years
0.85
0.46
Volatility – 1 Year
22.44%
26.74%
Volatility – 3 Years
19.69%
21.32%
Beta – 1 Year
1.22
1.30
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
0.61
1.52
Sharpe Ratio – 3 Years
0.80
0.68
Worst Rolling Year
18.24%
-15.93%
Value at Worst Rolling Year
₹1.18 Cr
₹0.84 Cr
Deepest Drawdown
−25.57%
−20.79%
Recovery Period
337 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
24.33%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
M 1% · S 89%
M 9% · S 83%
Number of Stocks
30
26
Portfolio P/E
23.45
31.63
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%