Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.03%
1.21%
6 Months
31.10%
−0.18%
1 Year
52.47%
13.93%
3 Years
17.74%
17.19%
5 Years
16.38%
—
Since Inception
15.58%
19.70%
Fund Age
16 yrs 9 mo
3 yrs 5 mo
AUM
₹132.42 Cr
₹1.75 Cr
Alpha – 1 Year
47.75%
9.34%
Alpha – 3 Years
5.65%
7.74%
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
26.74%
11.62%
Volatility – 3 Years
21.32%
9.82%
Beta – 1 Year
1.30
0.83
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
1.52
0.73
Sharpe Ratio – 3 Years
0.68
1.14
Worst Rolling Year
-15.93%
16.78%
Value at Worst Rolling Year
₹0.84 Cr
₹1.17 Cr
Deepest Drawdown
−20.79%
−9.12%
Recovery Period
134 days
122 days
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
19.03%
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%
—
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%