Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.67%
2.21%
6 Months
27.70%
21.04%
1 Year
47.52%
21.34%
3 Years
23.98%
19.08%
5 Years
15.87%
23.67%
Since Inception
18.55%
—
Fund Age
16 yrs 2 mo
6 yrs 4 mo
AUM
₹1,022.92 Cr
₹364.08 Cr
Alpha – 1 Year
42.80%
21.69%
Alpha – 3 Years
11.89%
10.08%
Information Ratio – 3 Years
1.12
0.52
Volatility – 1 Year
28.29%
32.28%
Volatility – 3 Years
20.76%
28.08%
Beta – 1 Year
1.36
1.47
Beta – 3 Years
1.07
1.60
Sharpe Ratio – 1 Year
1.33
0.58
Sharpe Ratio – 3 Years
0.99
0.57
Worst Rolling Year
-4.58%
15.61%
Value at Worst Rolling Year
₹0.95 Cr
₹1.16 Cr
Deepest Drawdown
−19.51%
−31.98%
Recovery Period
115 days
457 days
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
L 90% · M 10%
Number of Stocks
26
—
Portfolio P/E
50.74
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%