Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
27.70%
20.32%
1 Year
47.52%
29.93%
3 Years
23.98%
—
5 Years
15.87%
—
Since Inception
18.55%
15.24%
Fund Age
16 yrs 2 mo
1 yr 9 mo
AUM
₹1,022.92 Cr
₹3.17 Cr
Alpha – 1 Year
42.80%
25.21%
Alpha – 3 Years
11.89%
—
Information Ratio – 3 Years
1.12
—
Volatility – 1 Year
28.29%
24.54%
Volatility – 3 Years
20.76%
—
Beta – 1 Year
1.36
1.19
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
1.33
0.97
Sharpe Ratio – 3 Years
0.99
—
Worst Rolling Year
-4.58%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−19.51%
−12.48%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
—
Median Rolling Year
18.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
L 28% · M 19% · S 50%
Number of Stocks
26
36
Portfolio P/E
50.74
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –