Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Unifi APJ 20*
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%
3.07%
6 Months
27.70%
13.63%
1 Year
47.52%
10.76%
3 Years
23.98%
13.00%
5 Years
15.87%
13.13%
Since Inception
18.55%
20.07%
Fund Age
16 yrs 2 mo
10 yrs 11 mo
AUM
₹1,022.92 Cr
₹942.94 Cr
Alpha – 1 Year
42.80%
6.04%
Alpha – 3 Years
11.89%
0.91%
Information Ratio – 3 Years
1.12
0.27
Volatility – 1 Year
28.29%
18.61%
Volatility – 3 Years
20.76%
17.55%
Beta – 1 Year
1.36
1.02
Beta – 3 Years
1.07
1.01
Sharpe Ratio – 1 Year
1.33
0.35
Sharpe Ratio – 3 Years
0.99
0.49
Worst Rolling Year
-4.58%
-10.32%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−19.51%
−17.59%
Recovery Period
115 days
518 days
1-Year Rolling Windows Positive
97.86%
95.82%
Median Rolling Year
18.35%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
L 15% · M 3% · S 82%
Number of Stocks
26
—
Portfolio P/E
50.74
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—