Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
31.10%
6.39%
1 Year
52.47%
0.37%
3 Years
17.74%
11.18%
5 Years
16.38%
—
Since Inception
15.58%
4.21%
Fund Age
16 yrs 9 mo
4 yrs 6 mo
AUM
₹132.42 Cr
₹59.82 Cr
Alpha – 1 Year
47.75%
−2.61%
Alpha – 3 Years
5.65%
−0.71%
Information Ratio – 3 Years
0.46
0.13
Volatility – 1 Year
26.74%
22.91%
Volatility – 3 Years
21.32%
17.96%
Beta – 1 Year
1.30
1.09
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
1.52
-0.11
Sharpe Ratio – 3 Years
0.68
0.38
Worst Rolling Year
-15.93%
3.87%
Value at Worst Rolling Year
₹0.84 Cr
₹1.04 Cr
Deepest Drawdown
−20.79%
−25.26%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
89.14%
100.00%
Median Rolling Year
15.32%
12.37%
5-Year Rolling Windows Positive
96.48%
—
Market-Cap Mix
M 9% · S 83%
L 40% · M 26% · S 33%
Number of Stocks
26
35
Portfolio P/E
31.63
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%