Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
31.10%
2.89%
1 Year
52.47%
2.59%
3 Years
17.74%
10.39%
5 Years
16.38%
8.86%
Since Inception
15.58%
11.13%
Fund Age
16 yrs 9 mo
5 yrs 6 mo
AUM
₹132.42 Cr
₹63.54 Cr
Alpha – 1 Year
47.75%
−0.39%
Alpha – 3 Years
5.65%
−1.50%
Information Ratio – 3 Years
0.46
-0.34
Volatility – 1 Year
26.74%
16.68%
Volatility – 3 Years
21.32%
13.79%
Beta – 1 Year
1.30
0.95
Beta – 3 Years
0.97
0.88
Sharpe Ratio – 1 Year
1.52
-0.09
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
-15.93%
6.98%
Value at Worst Rolling Year
₹0.84 Cr
₹1.07 Cr
Deepest Drawdown
−20.79%
−15.31%
Recovery Period
134 days
227 days
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
12.50%
5-Year Rolling Windows Positive
96.48%
100.00%
Market-Cap Mix
M 9% · S 83%
L 69% · M 25% · S 5%
Number of Stocks
26
40
Portfolio P/E
31.63
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%