To seek long term capital appreciation with investment in mid and small-cap companies
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -0.46% | 0.96 | 16.30% | 63.45% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 6.7% | 9.9% | 5.8% | 1.7% | 34.0% | 28.0% | 15.2% | 20.2% | 18.2% |
| NSE Mid Cap | 6.2% | 11.3% | 11.5% | 10.8% | 37.4% | 26.2% | 11.5% | 16.1% | 11.7% |
QRC Report Card *
| 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 3M | 726 | NSE Mid Cap | 18.2% | 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 | 4.15% | -6.9% | 63.45% | -2.75% | 1.18 | 16.30% | -0.37 | 7.38% | 0.61 | 55.86 % |
| Nifty 500 | 3.21% | -4.95% | -1.74% | 1.40 | 7.21% | 0.68 | 55.86 % | |||
| Nifty Midcap 100 | -1.33% | 0.87% | -0.46% | 0.96 | 6.55% | 0.62 | 56.55 % | |||
| Nifty Smallcap 100 | 2.59% | 8.27% | 10.86% | 0.62 | 9.75% | 0.68 | 59.31 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AU SMALL FINANCE BANK LTD | 8.07 |
| BERGER PAINTS I LTD | 7.46 |
| NAVIN FLUORINE INTERNATIONAL LTD | 6.42 |
| SRF LTD | 5.95 |
| BAJAJ FINSERV LTD | 5.94 |
| Top 5 Equity Holdings | 33.84 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Services | 8.00 |
| Healthcare | 8.20 |
| Consumer Durables | 10.20 |
| Chemcials | 20.90 |
| Financial Services | 25.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 34.0 |
| Mid Cap | 33.0 |
| Small Cap | 26.0 |
| Cash | 7.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Sundaram Alternates PMS
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Disclaimer
#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.
