Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
White Whale - North Star 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%
1.86%
6 Months
31.10%
12.33%
1 Year
52.47%
4.88%
3 Years
17.74%
11.50%
5 Years
16.38%
8.05%
Since Inception
15.58%
12.28%
Fund Age
16 yrs 9 mo
5 yrs 9 mo
AUM
₹132.42 Cr
₹65.79 Cr
Alpha – 1 Year
47.75%
5.23%
Alpha – 3 Years
5.65%
2.50%
Information Ratio – 3 Years
0.46
0.20
Volatility – 1 Year
26.74%
22.05%
Volatility – 3 Years
21.32%
16.19%
Beta – 1 Year
1.30
1.25
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
1.52
0.08
Sharpe Ratio – 3 Years
0.68
0.38
Worst Rolling Year
-15.93%
2.51%
Value at Worst Rolling Year
₹0.84 Cr
₹1.03 Cr
Deepest Drawdown
−20.79%
−22.63%
Recovery Period
134 days
143 days
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
10.42%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 46% · M 9% · S 40%
Number of Stocks
26
16
Portfolio P/E
31.63
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%