

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Sundaram Alternate Rising Stars | 39.85% | 52.47% | 22.38% | 17.74% | 16.38% | 15.58% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.90% | 12.15% |
| Excess over benchmark | 40.87% | 47.75% | 22.49% | 5.65% | 5.48% | 3.43% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Dec 2024 | 03 Mar 2025 | −20.79% | 82 days | 15 Jul 2025 | 134 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |