Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.03%
2.21%
6 Months
31.10%
21.04%
1 Year
52.47%
21.34%
3 Years
17.74%
19.08%
5 Years
16.38%
23.67%
Since Inception
15.58%
—
Fund Age
16 yrs 9 mo
6 yrs 4 mo
AUM
₹132.42 Cr
₹364.08 Cr
Alpha – 1 Year
47.75%
21.69%
Alpha – 3 Years
5.65%
10.08%
Information Ratio – 3 Years
0.46
0.52
Volatility – 1 Year
26.74%
32.28%
Volatility – 3 Years
21.32%
28.08%
Beta – 1 Year
1.30
1.47
Beta – 3 Years
0.97
1.60
Sharpe Ratio – 1 Year
1.52
0.58
Sharpe Ratio – 3 Years
0.68
0.57
Worst Rolling Year
-15.93%
15.61%
Value at Worst Rolling Year
₹0.84 Cr
₹1.16 Cr
Deepest Drawdown
−20.79%
−31.98%
Recovery Period
134 days
457 days
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
28.21%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%