Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Tamohara - TRUFFLE
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%
8.72%
6 Months
27.70%
28.59%
1 Year
47.52%
28.02%
3 Years
23.98%
18.67%
5 Years
15.87%
17.18%
Since Inception
18.55%
20.03%
Fund Age
16 yrs 2 mo
5 yrs 4 mo
AUM
₹1,022.92 Cr
₹221.27 Cr
Alpha – 1 Year
42.80%
28.37%
Alpha – 3 Years
11.89%
9.68%
Information Ratio – 3 Years
1.12
0.87
Volatility – 1 Year
28.29%
22.32%
Volatility – 3 Years
20.76%
17.88%
Beta – 1 Year
1.36
1.03
Beta – 3 Years
1.07
0.95
Sharpe Ratio – 1 Year
1.33
0.99
Sharpe Ratio – 3 Years
0.99
0.81
Worst Rolling Year
-4.58%
13.69%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−19.51%
−20.50%
Recovery Period
115 days
429 days
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
50.74
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –