Portfolio Management Services (PMS)Compare Schemes
Scient - Aries vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Scient - Aries
Sundaram Alternate - SELF
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.96%
7.67%
6 Months
−5.85%
27.70%
1 Year
1.08%
47.52%
3 Years
1.92%
23.98%
5 Years
1.54%
15.87%
Since Inception
4.73%
18.55%
Fund Age
9 yrs 11 mo
16 yrs 2 mo
AUM
₹4.85 Cr
₹1,022.92 Cr
Alpha – 1 Year
−8.50%
42.80%
Alpha – 3 Years
−7.97%
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
9.90%
28.29%
Volatility – 3 Years
26.17%
20.76%
Beta – 1 Year
—
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.53
1.33
Sharpe Ratio – 3 Years
0.01
0.99
Worst Rolling Year
2.80%
-4.58%
Value at Worst Rolling Year
₹1.03 Cr
₹0.95 Cr
Deepest Drawdown
−28.72%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.18%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
Top 5 Holdings
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
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
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%