Portfolio Management Services (PMS)Compare Schemes
Sameeksha - Equity Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Sameeksha - Equity Fund
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
−0.38%
7.03%
6 Months
11.48%
31.10%
1 Year
7.29%
52.47%
3 Years
16.29%
17.74%
5 Years
16.45%
16.38%
Since Inception
20.67%
15.58%
Fund Age
10 yrs 4 mo
16 yrs 9 mo
AUM
₹1,333.94 Cr
₹132.42 Cr
Alpha – 1 Year
2.57%
47.75%
Alpha – 3 Years
4.20%
5.65%
Information Ratio – 3 Years
0.52
0.46
Volatility – 1 Year
21.33%
26.74%
Volatility – 3 Years
16.22%
21.32%
Beta – 1 Year
1.18
1.30
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
0.18
1.52
Sharpe Ratio – 3 Years
0.69
0.68
Worst Rolling Year
-0.52%
-15.93%
Value at Worst Rolling Year
₹0.99 Cr
₹0.84 Cr
Deepest Drawdown
−19.36%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
98.89%
89.14%
Median Rolling Year
25.38%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
50
26
Portfolio P/E
21.52
31.63
Top 5 Holdings
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
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 · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
0.05% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / 0% / 0%