ZFunds
For Experts
About Us
Contact Us
Start a Conversation
PMS
·
Debt
·
Debt
FIRST--Conservative strategy
Fund size
₹14 Cr
IRR
Since inception
8.72%
1Y return
7.91%
Fund age
2 yrs 2 mo
Talk to a Specialist
Download Factsheet
Fund Manager
P.Sudhakar
Fund Manager, PMS, Sundaram Alternate Assets
Mr. P. Sudhakar (Fund Manager – Debt PMS, Sundaram Alternates), an MBA graduate having experience of around 20 years in the corporate credit and credit risk assessment. He has specialised knowledge in financial services sector rating with track record of more than 12 years in handling credit rating of Banks and NBFCs. He has 16 years of total experience in credit rating with one of the leading credit rating agencies in India. He also has experience in credit risk assessment of mid and large corporate companies across industries including manufacturing, infrastructure, services and BFSI. In his earlier organisation, he has also performed various roles including member of rating committee, criteria review committee and sector specialist. Also actively involved in development of criteria/polices and development of rating models related to banks and NBFCs. Prior to this, he was working with ING Vysya Bank Ltd in business banking segment handling credit function.
Managing AUM
₹184 Cr
Returns: How it has done
Trailing returns
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
FIRST Conservative
—
7.91%
8.60%
—
—
8.72%
Nifty 500
−7.78%
5.20%
6.10%
—
—
6.31%
Excess over benchmark
—
2.71%
2.50%
—
—
2.41%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
1.00%
Benchmark approx 2.58%
A standard deviation reflecting historical swings.
Sensitivity
0.34
Beta vs benchmark 1.00 · 66% less reactive
How strongly the scheme moves with the index.
Risk-reward
2.29
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong.
Fixed
Plan A · Simple
Fixed Management Fee
0.75% / yr
Performance Fee
None
Hurdle Rate
Not applicable
i
Exit load 1.00% within 1 year. Lock-in: Nil.
Let's start a
conversation
Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.