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Sundaram Alternative - Opportunities Series - Atlas vs Value wise Undiscovered Fund

Sundaram Alternative - Opportunities Series - Atlas

Value wise Undiscovered Fund

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Growth of ₹1 Crore

Sundaram Alternative - Opportunities Series - Atlas

Value wise Undiscovered Fund

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%

−0.45%

6 Months

25.53%

8.34%

1 Year

27.30%

10.42%

3 Years

23.29%

—

5 Years

—

Since Inception

20.51%

13.56%

Fund Age

4 yrs 5 mo

20 mo

AUM

—

Alpha – 1 Year

24.92%

5.08%

Alpha – 3 Years

12.08%

—

Information Ratio – 3 Years

1.04

—

Volatility – 1 Year

28.26%

20.25%

Volatility – 3 Years

20.05%

—

Beta – 1 Year

1.42

—

Beta – 3 Years

1.07

—

Sharpe Ratio – 1 Year

0.79

0.33

Sharpe Ratio – 3 Years

0.87

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−13.41%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.25% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 3% / 2%

—

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