Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.67%
9.87%
6 Months
27.70%
46.37%
1 Year
47.52%
29.61%
3 Years
23.98%
24.62%
5 Years
15.87%
—
Since Inception
18.55%
39.89%
Fund Age
16 yrs 2 mo
20 mo
AUM
₹1,022.92 Cr
₹147.17 Cr
Alpha – 1 Year
42.80%
24.89%
Alpha – 3 Years
11.89%
12.53%
Information Ratio – 3 Years
1.12
—
Volatility – 1 Year
28.29%
25.97%
Volatility – 3 Years
20.76%
29.84%
Beta – 1 Year
1.36
1.03
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
1.33
0.92
Sharpe Ratio – 3 Years
0.99
1.29
Worst Rolling Year
-4.58%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−19.51%
−21.24%
Recovery Period
115 days
58 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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%