PMS · Equity · Small Cap
Sundaram Alternate - Rising Stars
Fund size₹132 Cr
Alpha (3Y)7.43%
3Y return17.74%
Fund age16 yrs 9 mo
Fund Managers
Growth of₹Cr
Sundaram Alternate Rising Stars
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Sundaram Alternate Rising Stars39.85%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 benchmark40.87%47.75%22.49%5.65%5.48%3.43%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
21.32%
Benchmark approx 14.74%
A standard deviation reflecting historical swings.
Sensitivity
0.97
Beta vs benchmark 1.00 · 3% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.68
Sharpe
Excess return gained per unit of volatility.
Capture ratio
98 / 44
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.79% from its 11 Dec 2024 peak to a 03 Mar 2025 trough, and recovered on 15 Jul 2025 after 134 days.
Max drawdowns
−20.79%
Recovery period
134 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme11 Dec 202403 Mar 2025−20.79%82 days15 Jul 2025134 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak11 Dec 2024
Trough03 Mar 2025
Depth−20.79%
Fell over82 days
Recovered15 Jul 2025
Recovery took134 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
26
P/E ratio
31.63
P/B ratio
5.03
Dividend yield
0.26%
Avg market cap
₹19,393 Cr
Median market cap
₹13,377 Cr
Asset class
Equity
Market cap
Large cap
Mid cap8.56%
Small cap83.14%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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