Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Valtrust Momentum
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%
4.78%
6 Months
27.70%
15.08%
1 Year
47.52%
13.63%
3 Years
23.98%
16.91%
5 Years
15.87%
—
Since Inception
18.55%
23.12%
Fund Age
16 yrs 2 mo
3 yrs 7 mo
AUM
₹1,022.92 Cr
₹78.91 Cr
Alpha – 1 Year
42.80%
8.91%
Alpha – 3 Years
11.89%
4.82%
Information Ratio – 3 Years
1.12
0.40
Volatility – 1 Year
28.29%
20.25%
Volatility – 3 Years
20.76%
21.43%
Beta – 1 Year
1.36
1.06
Beta – 3 Years
1.07
1.18
Sharpe Ratio – 1 Year
1.33
0.47
Sharpe Ratio – 3 Years
0.99
0.59
Worst Rolling Year
-4.58%
15.66%
Value at Worst Rolling Year
₹0.95 Cr
₹1.16 Cr
Deepest Drawdown
−19.51%
−29.56%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
L 15% · M 30% · S 55%
Number of Stocks
26
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%