Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
27.70%
9.93%
1 Year
47.52%
7.49%
3 Years
23.98%
9.34%
5 Years
15.87%
—
Since Inception
18.55%
11.87%
Fund Age
16 yrs 2 mo
4 yrs 7 mo
AUM
₹1,022.92 Cr
₹1,953.44 Cr
Alpha – 1 Year
42.80%
2.77%
Alpha – 3 Years
11.89%
−2.75%
Information Ratio – 3 Years
1.12
-0.26
Volatility – 1 Year
28.29%
19.15%
Volatility – 3 Years
20.76%
16.91%
Beta – 1 Year
1.36
1.06
Beta – 3 Years
1.07
1.03
Sharpe Ratio – 1 Year
1.33
0.19
Sharpe Ratio – 3 Years
0.99
0.30
Worst Rolling Year
-4.58%
8.22%
Value at Worst Rolling Year
₹0.95 Cr
₹1.08 Cr
Deepest Drawdown
−19.51%
−20.91%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
L 17% · M 8% · S 75%
Number of Stocks
26
—
Portfolio P/E
50.74
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—