| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.83% | 1.04 | 16.92% | 62.25% |
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates S.E.L.F | -1.9% | -9.6% | -12.8% | -7.7% | 9.8% | 15.3% | 10.6% | 17.8% | 16.1% |
| NSE Mid Cap | -1.8% | -6.0% | -4.3% | 6.7% | 13.8% | 21.5% | 8.9% | 14.9% | 10.9% |
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates S.E.L.F | Mid & Small Cap | Madanagopal Ramu | 01 June 2010 | 12Y 9M | 650 | NSE Mid Cap | 16.1% | 20-25 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.62% | -9.52% | 62.25% | -11.14% | 0.98 | 16.92% | -0.62 | 6.81% | 0.56 | 56.29 % |
| Nifty 500 | -2.49% | -7.34% | -9.83% | 1.04 | 6.59% | 0.62 | 56.29 % | |||
| Nifty Midcap 100 | -8.17% | -2.15% | -10.32% | 0.91 | 5.68% | 0.54 | 55.63 % | |||
| Nifty Smallcap 100 | 0.06% | 6.92% | 6.98% | 0.72 | 9.07% | 0.64 | 59.60 % | |||
| Holding | % |
|---|---|
| AXIS BANK LTD. | 9.40 |
| NAVIN FLUORINE INTERNATIONAL LTD | 7.30 |
| BERGER PAINTS I LTD | 6.80 |
| AU SMALL FINANCE BANK LTD | 6.10 |
| BAJAJ FINSERV LTD | 5.50 |
| Top 5 Equity Holdings | 35.10 |
| Holding | % |
|---|---|
| Financial Services | 34.50 |
| Consumer Services | 20.00 |
| Chemicals | 16.20 |
| Consumer Durables | 7.80 |
| Healthcare | 6.00 |
| Allocations | % |
|---|---|
| Large Cap | 38.0 |
| Mid Cap | 21.0 |
| Small Cap | 31.0 |
| Cash | 10. |
Book
a call with our PMS AIF Specialists
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
#Returns as of 28 Feb 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 22.
