Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.03%
3.79%
6 Months
31.10%
18.76%
1 Year
52.47%
31.67%
3 Years
17.74%
24.57%
5 Years
16.38%
—
Since Inception
15.58%
26.31%
Fund Age
16 yrs 9 mo
2 yrs 4 mo
AUM
₹132.42 Cr
₹160.31 Cr
Alpha – 1 Year
47.75%
26.95%
Alpha – 3 Years
5.65%
12.48%
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
26.74%
17.93%
Volatility – 3 Years
21.32%
20.59%
Beta – 1 Year
1.30
0.80
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
1.52
1.34
Sharpe Ratio – 3 Years
0.68
1.78
Worst Rolling Year
-15.93%
—
Value at Worst Rolling Year
₹0.84 Cr
—
Deepest Drawdown
−20.79%
−12.22%
Recovery Period
134 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%