Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
White Oak India Select Equity 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%
4.84%
6 Months
27.70%
7.61%
1 Year
47.52%
−0.76%
3 Years
23.98%
11.28%
5 Years
15.87%
9.58%
Since Inception
18.55%
11.67%
Fund Age
16 yrs 2 mo
7 yrs 11 mo
AUM
₹1,022.92 Cr
₹12.5 Cr
Alpha – 1 Year
42.80%
−3.74%
Alpha – 3 Years
11.89%
−0.61%
Information Ratio – 3 Years
1.12
-0.06
Volatility – 1 Year
28.29%
20.02%
Volatility – 3 Years
20.76%
16.21%
Beta – 1 Year
1.36
1.05
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
1.33
-0.22
Sharpe Ratio – 3 Years
0.99
0.41
Worst Rolling Year
-4.58%
8.66%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−19.51%
−24.66%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
L 36% · M 30% · S 35%
Number of Stocks
26
15
Portfolio P/E
50.74
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%