Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
White Oak - India Pioneers Equity
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%
3.26%
6 Months
31.10%
4.03%
1 Year
52.47%
0.70%
3 Years
17.74%
10.01%
5 Years
16.38%
8.40%
Since Inception
15.58%
14.84%
Fund Age
16 yrs 9 mo
7 yrs 10 mo
AUM
₹132.42 Cr
₹2,937.84 Cr
Alpha – 1 Year
47.75%
−2.28%
Alpha – 3 Years
5.65%
−1.88%
Information Ratio – 3 Years
0.46
-0.37
Volatility – 1 Year
26.74%
17.90%
Volatility – 3 Years
21.32%
14.65%
Beta – 1 Year
1.30
1.00
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
1.52
-0.18
Sharpe Ratio – 3 Years
0.68
0.35
Worst Rolling Year
-15.93%
7.25%
Value at Worst Rolling Year
₹0.84 Cr
₹1.07 Cr
Deepest Drawdown
−20.79%
−18.24%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
15.22%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 58% · M 15% · S 26%
Number of Stocks
26
71
Portfolio P/E
31.63
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%