Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
SVAN Velocity
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%
3.40%
6 Months
31.10%
21.77%
1 Year
52.47%
16.05%
3 Years
17.74%
23.24%
5 Years
16.38%
—
Since Inception
15.58%
24.82%
Fund Age
16 yrs 9 mo
3 yrs 1 mo
AUM
₹132.42 Cr
₹415.03 Cr
Alpha – 1 Year
47.75%
11.33%
Alpha – 3 Years
5.65%
11.15%
Information Ratio – 3 Years
0.46
0.72
Volatility – 1 Year
26.74%
25.50%
Volatility – 3 Years
21.32%
24.35%
Beta – 1 Year
1.30
1.34
Beta – 3 Years
0.97
1.27
Sharpe Ratio – 1 Year
1.52
0.50
Sharpe Ratio – 3 Years
0.68
0.77
Worst Rolling Year
-15.93%
23.24%
Value at Worst Rolling Year
₹0.84 Cr
₹1.23 Cr
Deepest Drawdown
−20.79%
−25.33%
Recovery Period
134 days
104 days
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
24.73%
5-Year Rolling Windows Positive
96.48%
—
Market-Cap Mix
M 9% · S 83%
M 2% · S 95%
Number of Stocks
26
—
Portfolio P/E
31.63
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –