Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - Rising Stars vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - Rising Stars
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
31.10%
1.92%
1 Year
52.47%
0.43%
3 Years
17.74%
—
5 Years
16.38%
—
Since Inception
15.58%
6.17%
Fund Age
16 yrs 9 mo
2 yrs 2 mo
AUM
₹132.42 Cr
₹22.98 Cr
Alpha – 1 Year
47.75%
−2.55%
Alpha – 3 Years
5.65%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
26.74%
16.90%
Volatility – 3 Years
21.32%
—
Beta – 1 Year
1.30
0.96
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
1.52
-0.22
Sharpe Ratio – 3 Years
0.68
—
Worst Rolling Year
-15.93%
—
Value at Worst Rolling Year
₹0.84 Cr
—
Deepest Drawdown
−20.79%
−16.17%
Recovery Period
134 days
Not yet recovered
1-Year Rolling Windows Positive
89.14%
—
Median Rolling Year
15.32%
—
5-Year Rolling Windows Positive
96.48%
—
Market-Cap Mix
M 9% · S 83%
L 61% · M 14% · S 21%
Number of Stocks
26
41
Portfolio P/E
31.63
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%