Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
SMC Global - Growth
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
5.80%
7.03%
6 Months
20.03%
31.10%
1 Year
17.27%
52.47%
3 Years
12.81%
17.74%
5 Years
11.98%
16.38%
Since Inception
14.70%
15.58%
Fund Age
6 yrs 10 mo
16 yrs 9 mo
AUM
₹201.68 Cr
₹132.42 Cr
Alpha – 1 Year
12.55%
47.75%
Alpha – 3 Years
0.73%
5.65%
Information Ratio – 3 Years
0.15
0.46
Volatility – 1 Year
22.73%
26.74%
Volatility – 3 Years
20.11%
21.32%
Beta – 1 Year
1.17
1.30
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.58
1.52
Sharpe Ratio – 3 Years
0.44
0.68
Worst Rolling Year
7.98%
-15.93%
Value at Worst Rolling Year
₹1.08 Cr
₹0.84 Cr
Deepest Drawdown
−25.65%
−20.79%
Recovery Period
520 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
16.09%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 38% · M 4% · S 49%
M 9% · S 83%
Number of Stocks
24
26
Portfolio P/E
29.51
31.63
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
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 · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%