Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
27.70%
13.10%
1 Year
47.52%
18.11%
3 Years
23.98%
14.56%
5 Years
15.87%
8.71%
Since Inception
18.55%
13.67%
Fund Age
16 yrs 2 mo
11 yrs 2 mo
AUM
₹1,022.92 Cr
₹138.06 Cr
Alpha – 1 Year
42.80%
18.46%
Alpha – 3 Years
11.89%
5.57%
Information Ratio – 3 Years
1.12
0.62
Volatility – 1 Year
28.29%
22.83%
Volatility – 3 Years
20.76%
16.72%
Beta – 1 Year
1.36
1.29
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
1.33
0.61
Sharpe Ratio – 3 Years
0.99
0.55
Worst Rolling Year
-4.58%
-8.44%
Value at Worst Rolling Year
₹0.95 Cr
₹0.92 Cr
Deepest Drawdown
−19.51%
−17.10%
Recovery Period
115 days
115 days
1-Year Rolling Windows Positive
97.86%
92.53%
Median Rolling Year
18.35%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
50.74
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%