Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
−0.46%
6 Months
27.70%
6.77%
1 Year
47.52%
7.38%
3 Years
23.98%
9.03%
5 Years
15.87%
—
Since Inception
18.55%
10.29%
Fund Age
16 yrs 2 mo
4 yrs 2 mo
AUM
₹1,022.92 Cr
₹9.69 Cr
Alpha – 1 Year
42.80%
7.73%
Alpha – 3 Years
11.89%
0.04%
Information Ratio – 3 Years
1.12
0.09
Volatility – 1 Year
28.29%
17.08%
Volatility – 3 Years
20.76%
16.18%
Beta – 1 Year
1.36
0.95
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
1.33
0.20
Sharpe Ratio – 3 Years
0.99
0.33
Worst Rolling Year
-4.58%
7.39%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−19.51%
−24.88%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
L 41% · M 53%
Number of Stocks
26
22
Portfolio P/E
50.74
44.95
Top 5 Holdings
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –