Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.67%
0.30%
6 Months
27.70%
26.99%
1 Year
47.52%
26.29%
3 Years
23.98%
27.01%
5 Years
15.87%
—
Since Inception
18.55%
35.84%
Fund Age
16 yrs 2 mo
4 yrs 3 mo
AUM
₹1,022.92 Cr
₹521.91 Cr
Alpha – 1 Year
42.80%
28.33%
Alpha – 3 Years
11.89%
20.36%
Information Ratio – 3 Years
1.12
—
Volatility – 1 Year
28.29%
31.27%
Volatility – 3 Years
20.76%
25.96%
Beta – 1 Year
1.36
—
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
1.33
0.72
Sharpe Ratio – 3 Years
0.99
0.85
Worst Rolling Year
-4.58%
27.02%
Value at Worst Rolling Year
₹0.95 Cr
₹1.27 Cr
Deepest Drawdown
−19.51%
−26.38%
Recovery Period
115 days
93 days
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
—
Number of Stocks
26
49
Portfolio P/E
50.74
21.17
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%
—
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—