Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
31.10%
13.10%
1 Year
52.47%
18.11%
3 Years
17.74%
14.56%
5 Years
16.38%
8.71%
Since Inception
15.58%
13.67%
Fund Age
16 yrs 9 mo
11 yrs 2 mo
AUM
₹132.42 Cr
₹138.06 Cr
Alpha – 1 Year
47.75%
18.46%
Alpha – 3 Years
5.65%
5.57%
Information Ratio – 3 Years
0.46
0.62
Volatility – 1 Year
26.74%
22.83%
Volatility – 3 Years
21.32%
16.72%
Beta – 1 Year
1.30
1.29
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
1.52
0.61
Sharpe Ratio – 3 Years
0.68
0.55
Worst Rolling Year
-15.93%
-8.44%
Value at Worst Rolling Year
₹0.84 Cr
₹0.92 Cr
Deepest Drawdown
−20.79%
−17.10%
Recovery Period
134 days
115 days
1-Year Rolling Windows Positive
89.14%
92.53%
Median Rolling Year
15.32%
13.06%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
31.63
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%