Portfolio Management Services (PMS)Compare Schemes
SRE - Shield vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
SRE - Shield
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.37%
7.67%
6 Months
3.64%
27.70%
1 Year
6.24%
47.52%
3 Years
9.36%
23.98%
5 Years
8.05%
15.87%
Since Inception
9.66%
18.55%
Fund Age
8 yrs 3 mo
16 yrs 2 mo
AUM
₹32.8 Cr
₹1,022.92 Cr
Alpha – 1 Year
6.59%
42.80%
Alpha – 3 Years
0.36%
11.89%
Information Ratio – 3 Years
0.14
1.12
Volatility – 1 Year
18.27%
28.29%
Volatility – 3 Years
15.46%
20.76%
Beta – 1 Year
1.08
1.36
Beta – 3 Years
1.07
1.07
Sharpe Ratio – 1 Year
0.15
1.33
Sharpe Ratio – 3 Years
0.34
0.99
Worst Rolling Year
6.25%
-4.58%
Value at Worst Rolling Year
₹1.06 Cr
₹0.95 Cr
Deepest Drawdown
−22.11%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.35%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 28% · S 8%
L 22% · M 32% · S 42%
Number of Stocks
33
26
Portfolio P/E
33.81
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
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%