Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
ValueQuest - Growth
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%
1.42%
6 Months
27.70%
31.94%
1 Year
47.52%
21.84%
3 Years
23.98%
17.21%
5 Years
15.87%
16.75%
Since Inception
18.55%
18.18%
Fund Age
16 yrs 2 mo
13 yrs 5 mo
AUM
₹1,022.92 Cr
₹2,035.08 Cr
Alpha – 1 Year
42.80%
18.86%
Alpha – 3 Years
11.89%
5.32%
Information Ratio – 3 Years
1.12
0.50
Volatility – 1 Year
28.29%
24.29%
Volatility – 3 Years
20.76%
19.24%
Beta – 1 Year
1.36
1.15
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
1.33
0.70
Sharpe Ratio – 3 Years
0.99
0.65
Worst Rolling Year
-4.58%
-15.08%
Value at Worst Rolling Year
₹0.95 Cr
₹0.85 Cr
Deepest Drawdown
−19.51%
−8.16%
Recovery Period
115 days
15 days
1-Year Rolling Windows Positive
97.86%
82.66%
Median Rolling Year
18.35%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 22% · M 32% · S 42%
L 23% · M 1% · S 69%
Number of Stocks
26
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%