Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.03%
0.77%
6 Months
31.10%
11.30%
1 Year
52.47%
5.88%
3 Years
17.74%
—
5 Years
16.38%
—
Since Inception
15.58%
10.85%
Fund Age
16 yrs 9 mo
2 yrs 5 mo
AUM
₹132.42 Cr
₹45.96 Cr
Alpha – 1 Year
47.75%
−0.98%
Alpha – 3 Years
5.65%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
26.74%
21.88%
Volatility – 3 Years
21.32%
—
Beta – 1 Year
1.30
2.00
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
1.52
0.12
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-15.93%
—
Value at Worst Rolling Year
₹0.84 Cr
—
Deepest Drawdown
−20.79%
−19.87%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
89.14%
—
Median Rolling Year
15.32%
—
5-Year Rolling Windows Positive
96.48%
—
Market-Cap Mix
M 9% · S 83%
L 12% · M 4% · S 66%
Number of Stocks
26
39
Portfolio P/E
31.63
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%