Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
31.10%
9.86%
1 Year
52.47%
32.16%
3 Years
17.74%
19.13%
5 Years
16.38%
12.16%
Since Inception
15.58%
16.12%
Fund Age
16 yrs 9 mo
5 yrs 10 mo
AUM
₹132.42 Cr
₹170.31 Cr
Alpha – 1 Year
47.75%
27.44%
Alpha – 3 Years
5.65%
7.04%
Information Ratio – 3 Years
0.46
0.58
Volatility – 1 Year
26.74%
17.07%
Volatility – 3 Years
21.32%
17.73%
Beta – 1 Year
1.30
0.65
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
1.52
1.42
Sharpe Ratio – 3 Years
0.68
0.79
Worst Rolling Year
-15.93%
0.71%
Value at Worst Rolling Year
₹0.84 Cr
₹1.01 Cr
Deepest Drawdown
−20.79%
−30.82%
Recovery Period
134 days
429 days
1-Year Rolling Windows Positive
89.14%
99.71%
Median Rolling Year
15.32%
14.29%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
31.63
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%