Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
ValueQuest - Growth
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%
1.42%
6 Months
31.10%
31.94%
1 Year
52.47%
21.84%
3 Years
17.74%
17.21%
5 Years
16.38%
16.75%
Since Inception
15.58%
18.18%
Fund Age
16 yrs 9 mo
13 yrs 5 mo
AUM
₹132.42 Cr
₹2,035.08 Cr
Alpha – 1 Year
47.75%
18.86%
Alpha – 3 Years
5.65%
5.32%
Information Ratio – 3 Years
0.46
0.50
Volatility – 1 Year
26.74%
24.29%
Volatility – 3 Years
21.32%
19.24%
Beta – 1 Year
1.30
1.15
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
1.52
0.70
Sharpe Ratio – 3 Years
0.68
0.65
Worst Rolling Year
-15.93%
-15.08%
Value at Worst Rolling Year
₹0.84 Cr
₹0.85 Cr
Deepest Drawdown
−20.79%
−8.16%
Recovery Period
134 days
15 days
1-Year Rolling Windows Positive
89.14%
82.66%
Median Rolling Year
15.32%
25.54%
5-Year Rolling Windows Positive
96.48%
96.08%
Market-Cap Mix
M 9% · S 83%
L 23% · M 1% · S 69%
Number of Stocks
26
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%