Portfolio Management Services (PMS)Compare Schemes
SRE - Shield vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
SRE - Shield
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.37%
7.03%
6 Months
3.64%
31.10%
1 Year
6.24%
52.47%
3 Years
9.36%
17.74%
5 Years
8.05%
16.38%
Since Inception
9.66%
15.58%
Fund Age
8 yrs 3 mo
16 yrs 9 mo
AUM
₹32.8 Cr
₹132.42 Cr
Alpha – 1 Year
6.59%
47.75%
Alpha – 3 Years
0.36%
5.65%
Information Ratio – 3 Years
0.14
0.46
Volatility – 1 Year
18.27%
26.74%
Volatility – 3 Years
15.46%
21.32%
Beta – 1 Year
1.08
1.30
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
0.15
1.52
Sharpe Ratio – 3 Years
0.34
0.68
Worst Rolling Year
6.25%
-15.93%
Value at Worst Rolling Year
₹1.06 Cr
₹0.84 Cr
Deepest Drawdown
−22.11%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
12.35%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 58% · M 28% · S 8%
M 9% · S 83%
Number of Stocks
33
26
Portfolio P/E
33.81
31.63
Top 5 Holdings
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
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 · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%