Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.03%
5.72%
6 Months
31.10%
23.48%
1 Year
52.47%
38.68%
3 Years
17.74%
26.01%
5 Years
16.38%
16.58%
Since Inception
15.58%
18.98%
Fund Age
16 yrs 9 mo
16 yrs 6 mo
AUM
₹132.42 Cr
₹1,885.18 Cr
Alpha – 1 Year
47.75%
33.96%
Alpha – 3 Years
5.65%
13.92%
Information Ratio – 3 Years
0.46
1.27
Volatility – 1 Year
26.74%
28.06%
Volatility – 3 Years
21.32%
20.41%
Beta – 1 Year
1.30
1.39
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
1.52
1.12
Sharpe Ratio – 3 Years
0.68
1.06
Worst Rolling Year
-15.93%
-4.06%
Value at Worst Rolling Year
₹0.84 Cr
₹0.96 Cr
Deepest Drawdown
−20.79%
−18.24%
Recovery Period
134 days
60 days
1-Year Rolling Windows Positive
89.14%
98.28%
Median Rolling Year
15.32%
16.41%
5-Year Rolling Windows Positive
96.48%
99.28%
Market-Cap Mix
M 9% · S 83%
L 40% · M 32% · S 24%
Number of Stocks
26
28
Portfolio P/E
31.63
45.86
Top 5 Holdings
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%