Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
ValPro Balanced B
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%
0.41%
6 Months
31.10%
10.49%
1 Year
52.47%
18.36%
3 Years
17.74%
16.81%
5 Years
16.38%
4.40%
Since Inception
15.58%
5.10%
Fund Age
16 yrs 9 mo
5 yrs 1 mo
AUM
₹132.42 Cr
₹8.98 Cr
Alpha – 1 Year
47.75%
19.78%
Alpha – 3 Years
5.65%
9.07%
Information Ratio – 3 Years
0.46
0.98
Volatility – 1 Year
26.74%
22.04%
Volatility – 3 Years
21.32%
16.11%
Beta – 1 Year
1.30
1.21
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
1.52
0.60
Sharpe Ratio – 3 Years
0.68
0.72
Worst Rolling Year
-15.93%
-1.98%
Value at Worst Rolling Year
₹0.84 Cr
₹0.98 Cr
Deepest Drawdown
−20.79%
−17.34%
Recovery Period
134 days
219 days
1-Year Rolling Windows Positive
89.14%
94.64%
Median Rolling Year
15.32%
8.56%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 65% · M 7% · S 9%
Number of Stocks
26
39
Portfolio P/E
31.63
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
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%