Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
7.67%
6 Months
25.32%
27.70%
1 Year
18.21%
47.52%
3 Years
32.70%
23.98%
5 Years
23.63%
15.87%
Since Inception
28.38%
18.55%
Fund Age
7 yrs 10 mo
16 yrs 2 mo
AUM
₹8,686.39 Cr
₹1,022.92 Cr
Alpha – 1 Year
13.49%
42.80%
Alpha – 3 Years
20.61%
11.89%
Information Ratio – 3 Years
1.92
1.12
Volatility – 1 Year
22.97%
28.29%
Volatility – 3 Years
19.40%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.61
1.33
Sharpe Ratio – 3 Years
1.30
0.99
Worst Rolling Year
17.00%
-4.58%
Value at Worst Rolling Year
₹1.17 Cr
₹0.95 Cr
Deepest Drawdown
−22.23%
−19.51%
Recovery Period
227 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
30.47%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 22% · M 32% · S 42%
Number of Stocks
43
26
Portfolio P/E
62.25
50.74
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%