Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
White Oak India Select Equity 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%
4.84%
6 Months
31.10%
7.61%
1 Year
52.47%
−0.76%
3 Years
17.74%
11.28%
5 Years
16.38%
9.58%
Since Inception
15.58%
11.67%
Fund Age
16 yrs 9 mo
7 yrs 11 mo
AUM
₹132.42 Cr
₹12.5 Cr
Alpha – 1 Year
47.75%
−3.74%
Alpha – 3 Years
5.65%
−0.61%
Information Ratio – 3 Years
0.46
-0.06
Volatility – 1 Year
26.74%
20.02%
Volatility – 3 Years
21.32%
16.21%
Beta – 1 Year
1.30
1.05
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
1.52
-0.22
Sharpe Ratio – 3 Years
0.68
0.41
Worst Rolling Year
-15.93%
8.66%
Value at Worst Rolling Year
₹0.84 Cr
₹1.09 Cr
Deepest Drawdown
−20.79%
−24.66%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
14.96%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 36% · M 30% · S 35%
Number of Stocks
26
15
Portfolio P/E
31.63
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%