Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
7.67%
6 Months
11.98%
27.70%
1 Year
18.12%
47.52%
3 Years
18.24%
23.98%
5 Years
—
15.87%
Since Inception
20.21%
18.55%
Fund Age
4 yrs 8 mo
16 yrs 2 mo
AUM
₹424.87 Cr
₹1,022.92 Cr
Alpha – 1 Year
13.40%
42.80%
Alpha – 3 Years
6.15%
11.89%
Information Ratio – 3 Years
0.85
1.12
Volatility – 1 Year
22.44%
28.29%
Volatility – 3 Years
19.69%
20.76%
Beta – 1 Year
1.22
1.36
Beta – 3 Years
1.10
1.07
Sharpe Ratio – 1 Year
0.61
1.33
Sharpe Ratio – 3 Years
0.80
0.99
Worst Rolling Year
18.24%
-4.58%
Value at Worst Rolling Year
₹1.18 Cr
₹0.95 Cr
Deepest Drawdown
−25.57%
−19.51%
Recovery Period
337 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
24.33%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
23.45
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%