PMS · Equity · Mid Cap
Sundaram Alternate - SELF
Fund size₹1,023 Cr
Alpha (3Y)12.66%
3Y return23.98%
Fund age16 yrs 2 mo
Fund Managers
Growth of₹Cr
Sundaram Alternate SELF
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Sundaram Alternate SELF34.25%47.52%22.23%23.98%15.87%18.55%
Nifty 500−1.02%4.72%−0.11%12.09%10.90%12.20%
Excess over benchmark35.27%42.80%22.34%11.89%4.97%6.35%
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
20.76%
Benchmark approx 14.78%
A standard deviation reflecting historical swings.
Sensitivity
1.07
Beta vs benchmark 1.00 · 7% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.99
Sharpe
Excess return gained per unit of volatility.
Capture ratio
123 / 48
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 −19.51% from its 11 Dec 2024 peak to a 03 Mar 2025 trough, and recovered on 26 Jun 2025 after 115 days.
Max drawdowns
−19.51%
Recovery period
115 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme11 Dec 202403 Mar 2025−19.51%82 days26 Jun 2025115 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak11 Dec 2024
Trough03 Mar 2025
Depth−19.51%
Fell over82 days
Recovered26 Jun 2025
Recovery took115 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
50.74
P/B ratio
6.00
Dividend yield
0.18%
Avg market cap
₹68,028 Cr
Median market cap
₹56,038 Cr
Asset class
Equity
Market cap
Large cap22.17%
Mid cap31.71%
Small cap41.50%
Cash & others4.62%
As on 31 Aug 2026
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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