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Sundaram Alternative - Opportunities Series - Atlas vs Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

Sundaram Alternative - Opportunities Series - Atlas

Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

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Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 11.2%

Sundaram Alternative - Opportunities Series - Atlas

23.3% • vol 20.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−1.41%

—

6 Months

25.53%

—

1 Year

27.30%

—

3 Years

23.29%

—

5 Years

—

Since Inception

20.51%

—

Fund Age

4 yrs 5 mo

—

AUM

—

Alpha – 1 Year

24.92%

—

Alpha – 3 Years

12.08%

—

Information Ratio – 3 Years

1.04

—

Volatility – 1 Year

28.26%

—

Volatility – 3 Years

20.05%

—

Beta – 1 Year

1.42

—

Beta – 3 Years

1.07

—

Sharpe Ratio – 1 Year

0.79

—

Sharpe Ratio – 3 Years

0.87

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Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.25% / yr

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Performance Fee / Plan

Fixed Plan

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Exit Load (Y1 / Y2 / Y3)

3% / 3% / 2%

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