Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
ValPro Alpha A
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%
0.73%
6 Months
31.10%
20.81%
1 Year
52.47%
18.30%
3 Years
17.74%
17.96%
5 Years
16.38%
12.95%
Since Inception
15.58%
15.75%
Fund Age
16 yrs 9 mo
5 yrs 4 mo
AUM
₹132.42 Cr
₹193.44 Cr
Alpha – 1 Year
47.75%
19.72%
Alpha – 3 Years
5.65%
10.22%
Information Ratio – 3 Years
0.46
1.02
Volatility – 1 Year
26.74%
26.31%
Volatility – 3 Years
21.32%
19.93%
Beta – 1 Year
1.30
1.42
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
1.52
0.55
Sharpe Ratio – 3 Years
0.68
0.67
Worst Rolling Year
-15.93%
8.87%
Value at Worst Rolling Year
₹0.84 Cr
₹1.09 Cr
Deepest Drawdown
−20.79%
−19.69%
Recovery Period
134 days
37 days
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
16.51%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 31% · M 8% · S 35%
Number of Stocks
26
112
Portfolio P/E
31.63
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%