Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Unifi APJ 20*
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%
3.07%
6 Months
31.10%
13.63%
1 Year
52.47%
10.76%
3 Years
17.74%
13.00%
5 Years
16.38%
13.13%
Since Inception
15.58%
20.07%
Fund Age
16 yrs 9 mo
10 yrs 11 mo
AUM
₹132.42 Cr
₹942.94 Cr
Alpha – 1 Year
47.75%
6.04%
Alpha – 3 Years
5.65%
0.91%
Information Ratio – 3 Years
0.46
0.27
Volatility – 1 Year
26.74%
18.61%
Volatility – 3 Years
21.32%
17.55%
Beta – 1 Year
1.30
1.02
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
1.52
0.35
Sharpe Ratio – 3 Years
0.68
0.49
Worst Rolling Year
-15.93%
-10.32%
Value at Worst Rolling Year
₹0.84 Cr
₹0.90 Cr
Deepest Drawdown
−20.79%
−17.59%
Recovery Period
134 days
518 days
1-Year Rolling Windows Positive
89.14%
95.82%
Median Rolling Year
15.32%
19.87%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 15% · M 3% · S 82%
Number of Stocks
26
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Portfolio P/E
31.63
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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