Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Wright Factor Fund
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%
10.96%
6 Months
27.70%
14.84%
1 Year
47.52%
16.93%
3 Years
23.98%
—
5 Years
15.87%
—
Since Inception
18.55%
20.33%
Fund Age
16 yrs 2 mo
3 yrs
AUM
₹1,022.92 Cr
₹214.05 Cr
Alpha – 1 Year
42.80%
12.21%
Alpha – 3 Years
11.89%
—
Information Ratio – 3 Years
1.12
0.51
Volatility – 1 Year
28.29%
22.29%
Volatility – 3 Years
20.76%
21.03%
Beta – 1 Year
1.36
0.97
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
1.33
0.57
Sharpe Ratio – 3 Years
0.99
0.72
Worst Rolling Year
-4.58%
18.92%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−19.51%
−27.91%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 32% · S 42%
L 12% · M 21% · S 55%
Number of Stocks
26
25
Portfolio P/E
50.74
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%