Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
True-Equity Factor Quant
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%
1.09%
6 Months
31.10%
3.47%
1 Year
52.47%
−3.80%
3 Years
17.74%
11.26%
5 Years
16.38%
—
Since Inception
15.58%
13.40%
Fund Age
16 yrs 9 mo
3 yrs 11 mo
AUM
₹132.42 Cr
₹143.29 Cr
Alpha – 1 Year
47.75%
−6.78%
Alpha – 3 Years
5.65%
−0.63%
Information Ratio – 3 Years
0.46
-0.10
Volatility – 1 Year
26.74%
15.14%
Volatility – 3 Years
21.32%
16.91%
Beta – 1 Year
1.30
0.83
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
1.52
-0.54
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
-15.93%
11.18%
Value at Worst Rolling Year
₹0.84 Cr
₹1.11 Cr
Deepest Drawdown
−20.79%
−27.14%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
17.01%
5-Year Rolling Windows Positive
96.48%
—
Market-Cap Mix
M 9% · S 83%
—
Number of Stocks
26
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
—
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%