Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
27.70%
6.39%
1 Year
47.52%
0.37%
3 Years
23.98%
11.18%
5 Years
15.87%
—
Since Inception
18.55%
4.21%
Fund Age
16 yrs 2 mo
4 yrs 6 mo
AUM
₹1,022.92 Cr
₹59.82 Cr
Alpha – 1 Year
42.80%
−2.61%
Alpha – 3 Years
11.89%
−0.71%
Information Ratio – 3 Years
1.12
0.13
Volatility – 1 Year
28.29%
22.91%
Volatility – 3 Years
20.76%
17.96%
Beta – 1 Year
1.36
1.09
Beta – 3 Years
1.07
1.01
Sharpe Ratio – 1 Year
1.33
-0.11
Sharpe Ratio – 3 Years
0.99
0.38
Worst Rolling Year
-4.58%
3.87%
Value at Worst Rolling Year
₹0.95 Cr
₹1.04 Cr
Deepest Drawdown
−19.51%
−25.26%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
L 40% · M 26% · S 33%
Number of Stocks
26
35
Portfolio P/E
50.74
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%