Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Valentis Advisors - Rising Star
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%
1.72%
6 Months
27.70%
21.92%
1 Year
47.52%
13.71%
3 Years
23.98%
12.32%
5 Years
15.87%
14.28%
Since Inception
18.55%
17.32%
Fund Age
16 yrs 2 mo
10 yrs
AUM
₹1,022.92 Cr
₹1,140.87 Cr
Alpha – 1 Year
42.80%
10.73%
Alpha – 3 Years
11.89%
0.43%
Information Ratio – 3 Years
1.12
0.05
Volatility – 1 Year
28.29%
27.06%
Volatility – 3 Years
20.76%
23.47%
Beta – 1 Year
1.36
1.37
Beta – 3 Years
1.07
1.21
Sharpe Ratio – 1 Year
1.33
0.39
Sharpe Ratio – 3 Years
0.99
0.38
Worst Rolling Year
-4.58%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−19.51%
—
Recovery Period
115 days
—
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%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%