Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Valentis Advisors - Rising Star
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%
1.72%
6 Months
31.10%
21.92%
1 Year
52.47%
13.71%
3 Years
17.74%
12.32%
5 Years
16.38%
14.28%
Since Inception
15.58%
17.32%
Fund Age
16 yrs 9 mo
10 yrs
AUM
₹132.42 Cr
₹1,140.87 Cr
Alpha – 1 Year
47.75%
10.73%
Alpha – 3 Years
5.65%
0.43%
Information Ratio – 3 Years
0.46
0.05
Volatility – 1 Year
26.74%
27.06%
Volatility – 3 Years
21.32%
23.47%
Beta – 1 Year
1.30
1.37
Beta – 3 Years
0.97
1.21
Sharpe Ratio – 1 Year
1.52
0.39
Sharpe Ratio – 3 Years
0.68
0.38
Worst Rolling Year
-15.93%
—
Value at Worst Rolling Year
₹0.84 Cr
—
Deepest Drawdown
−20.79%
—
Recovery Period
134 days
—
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%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%